FINTRX Insider

ESG & Impact Investing Across the Private Wealth Channel

emery.blackwelder@fintrx.com (Emery Blackwelder) — Fri, 10 Jul 2026 11:27:08 GMT

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 38% in 2020 to 34% in 2022 as rate hikes and political backlash hit the category. Some firms have quietly dropped the "ESG" label while keeping similar strategies in place; others have doubled down. Either way, the category is now settling into a more mature, uneven phase of growth.

The Most Viewed Rep & Advisor Profiles in FINTRX in Q2 2026

emery.blackwelder@fintrx.com (Emery Blackwelder) — Wed, 08 Jul 2026 15:44:54 GMT

Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing the most attention across the wealth management landscape. From founders of their own RIAs to executives at global broker-dealers, this data shows who is being researched most closely by asset raisers, distribution teams, and recruiters.

The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026

emery.blackwelder@fintrx.com (Emery Blackwelder) — Tue, 07 Jul 2026 17:09:54 GMT

Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX, building prospect lists, vetting firms, tracking consolidation activity, and prioritizing outreach. From emerging RIAs gaining traction to industry leading firms consistently surfacing in searches, this data shows who is being targeted across the market and where engagement is highest.

RIA & Broker-Dealer Roundup: June '26 Moves, M&A Deals & New Launches

emery.blackwelder@fintrx.com (Emery Blackwelder) — Mon, 06 Jul 2026 13:00:00 GMT

In the June 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new RIA launches that occurred throughout the last month.

What 'Producing Advisor' Actually Means, and Why Most Coverage Gets It Wrong

emery.blackwelder@fintrx.com (Emery Blackwelder) — Wed, 01 Jul 2026 14:16:38 GMT

Ask most data providers how many advisors they cover, and you'll get an impressive number. Ask how many of those advisors are actually producing, meaning actively managing client assets and generating revenue, and the number usually drops, if anyone can answer it at all.

That gap is where a lot of wasted outreach comes from, and it's a bigger gap than most teams realize.

RIA M&A Market Report: May 2026

emery.blackwelder@fintrx.com (Emery Blackwelder) — Wed, 24 Jun 2026 17:00:48 GMT

The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reached approximately $44.7 billion, driven largely by a single standout deal: the acquisition of Leafhouse Financial Advisors ($24.1B, Austin, TX) by Mesirow Financial Investment Management. Strip that transaction out and the month reflects a steady stream of sub-$1B tuck-ins alongside several mid-market deals, consistent with the consolidation patterns seen earlier in the year.

5 Ways to Use FINTRX to Target Rapidly Growing RIAs

emery.blackwelder@fintrx.com (Emery Blackwelder) — Thu, 18 Jun 2026 15:33:47 GMT

AUM size is a starting point. Growth trajectory is a signal. If you're a fund manager, ETF issuer, or financial services firm trying to identify which RIAs to prioritize, the ones scaling fastest are often your best bets. They're winning new clients, making platform decisions, and building out their investment stack in real time.

FINTRX tracks over 45,000 RIA and broker-dealer firms and 790,000+ registered reps, with thousands of data points and powerful AI to surface exactly who you're looking for. The options are endless, but here are five straightforward ways to quickly target the fastest-growing prospects in your ICP.