RIA & Broker-Dealer Roundup: July '26 Moves, M&A Deals & New Launches
In the July 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private we…
Read insight →The FINTRX Blog: Private Wealth Intelligence
Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
FINTRX MCP V2.2: Real-Time Private Wealth Data Inside Claude, ChatGPT & Perplexity
AI tools like Claude, ChatGPT, and Perplexity have become a regular part of how distribution, asset-raising, and business development teams research f…
Read insight →
How to Get Advisors to Engage With Your Emails
Registered investment advisors receive dozens, if not hundreds, of emails a week from vendors, asset managers, and ETF issuers, and most get deleted w…
Read insight →
RIA M&A Market Report: June 2026 Deal Activity
The RIA M&A market closed out the second quarter with 20 announced transactions in June, totaling approximately $133.9 billion in disclosed acquir…
Read insight →
Family Office Real Estate Investment Activity: 1H 2026
FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single…
Read insight →
Family Office Investment Activity - June 2026
According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend fr…
Read insight →
ESG & Impact Investing Across the Private Wealth Channel
ESG investing has gone through a full cycle in less than a decade. The Financial Planning Association says planner usage of ESG strategies slid from 3…
Read insight →
The Most Viewed Rep & Advisor Profiles in FINTRX in Q2 2026
Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing th…
Read insight →
The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is activ…
Read insight →
RIA & Broker-Dealer Roundup: June '26 Moves, M&A Deals & New Launches
In the June 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private we…
Read insight →
Get The Newsletter