In a new Inside Wealth feature, Robert Frank of CNBC unveiledthe Family Office 15 — a ranking of the most active U.S. family offices in direct dealmaking for 2025. The list was built using proprietary data from FINTRX, the leading...

Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference chatter, referrals, and static lists—often...

The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year, hundreds of advisors leave firms like Morgan Stanley, Merrill Lynch, UBS, and Wells...

If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re great for drafting emails, summarizing articles, or brainstorming content. But when it...

Being successful in raising capital isn’t about blasting outbound emails or sifting through outdated spreadsheets. It’s a precision game—one where the winners understand the why behind investor allocations and tailor their outreach to the...

Marketing to RIAs, family offices, and wealth management firms isn’t about reaching more people. It’s about reaching the right ones. Outdated lists, broad targeting, and one-size-fits-all personas lead to missed opportunities and wasted...

Fund distribution is increasingly a game of precision. The teams winning today aren’t those sending the most emails. They’re the ones using data and AI to identify real opportunities before anyone else. For ETF issuers and asset managers,...

For asset managers, advisor recruiters, and M&A professionals, juggling multiple systems to manage prospects and data is a productivity killer. The best teams today run lean and smart—automating workflows, syncing data, and scaling...