What is Form ADV? A Complete Guide for Asset Managers & Service Providers
When targeting Registered Investment Advisors (RIAs), knowledge is power. Asset managers, fintech providers, consultants, and service firms all need t…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Largest Family Office Direct Deals of September 2025
Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more.…
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RIA & Broker-Dealer Roundup: September '25 Moves, M&A Deals & Emerging Players
In the September edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered priv…
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5 Family Offices Backing AI-Driven Cybersecurity Ventures
Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat det…
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ETF Trends Among the Fastest-Growing RIAs in America
Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the Dis…
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How Effective is ChatGPT for Targeting RIAs?
The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are …
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How to Use Custodian Data to Recruit Advisors & Expand RIA Relationships with FINTRX
Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based…
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7 Prospecting Mistakes Asset Managers Make (and How FINTRX Fixes Them)
Asset managers cannot afford to waste time on the wrong targets, outdated data, or generic outreach. Yet many teams still fall into common prospecting…
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8 Ways FINTRX Makes Your CRM Smarter
CRMs are no longer enough when it comes to high-value relationship management. While they’re critical for organizing data, they fall short in deliveri…
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5 Largest Family Office Direct Deals of August 2025
Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real esta…
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