FINTRX Insider

RIA & Broker-Dealer Roundup: February '26 Moves, M&A Deals & Emerging Players

renae.hatcher@fintrx.com (Renae Hatcher) — Wed, 11 Mar 2026 15:57:27 GMT

In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm launches that occurred throughout the month.

Women in Wealth Management - 2026

renae.hatcher@fintrx.com (Renae Hatcher) — Tue, 10 Mar 2026 12:45:41 GMT

Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data spanning more than 500,000 registered professionals across U.S. wealth management firms, this report examines how women are represented across advisory roles, firm leadership, and ownership. The findings offer a clearer view into where participation is expanding, where structural gaps remain, and how the next generation of wealth professionals may reshape the industry.

Intapp Announces Partner Forum 2026 Award Winners

renae.hatcher@fintrx.com (Renae Hatcher) — Fri, 27 Feb 2026 18:03:46 GMT

PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announced the winners of its Partner Forum 2026 Awards. The awards recognize demonstrable client success in five categories: Data Intelligence, Integration Excellence, Client Impact, Deal Catalyst, and Industry Showcase.

The 20 Most Common FINTRX AI Prompts Used by Distribution Teams

renae.hatcher@fintrx.com (Renae Hatcher) — Fri, 27 Feb 2026 15:22:55 GMT

AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and capital markets teams are increasingly embedding AI directly into how they research advisors, prepare for meetings, prioritize outreach, and create proprietary intelligence on RIAs and family offices.

10 Reasons Asset Managers & ETF Issuers Rely on FINTRX in 2026

renae.hatcher@fintrx.com (Renae Hatcher) — Mon, 23 Feb 2026 15:15:00 GMT

In 2026, distribution is no longer about coverage; it’s about precision. Asset managers and ETF issuers are under pressure to expand wallet share, win competitive allocations, and engage the right advisors across an increasingly crowded product landscape. Static target lists and intuition-based territory planning no longer create an edge. The firms gaining market share are operating with real-time intelligence on who is allocating, what they own, when portfolios are shifting, and where competitor products are gaining traction. Legacy databases can’t keep up. Delayed updates, manual research, and fragmented workflows slow the very teams responsible for driving revenue. As a result, leading distribution and capital markets teams are consolidating prospecting, intelligence, and engagement into a single AI-powered growth infrastructure. For a growing number of asset managers and ETF issuers, that platform is FINTRX. Here are ten reasons why.

5 Family Offices Investing in Sports Companies

renae.hatcher@fintrx.com (Renae Hatcher) — Fri, 20 Feb 2026 16:33:38 GMT

From emerging leagues and performance venues to fan-engagement platforms and sports media infrastructure, the business of sports continues to attract long-term family office capital. These investors are backing scalable models that monetize participation, content, and community across a rapidly evolving global ecosystem. Leveraging FINTRX data, we spotlight five family offices actively investing in sports companies and examine what their allocation strategies signal for founders and capital raisers targeting the sector.

FINTRX Expands C-Suite Amid Growth of Private Wealth Intelligence Platform

renae.hatcher@fintrx.com (Renae Hatcher) — Wed, 18 Feb 2026 16:22:16 GMT

BOSTON, Feb. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today announced the expansion of its leadership team with two senior promotions and a key sales hire.