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…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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 …
Read insight →
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…
Read insight →
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Asset managers cannot afford to waste time on the wrong targets, outdated data, or generic outreach.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…
Read insight →
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…
Read insight →
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…
Read insight →
5 Steps to Advisor Recruiting & M&A Using FINTRX
Recruiting top investment advisors or identifying potential advisory teams for M&A is a challenge that requires both precision and efficiency. Fir…
Read insight →
How to Use FINTRX to Identify RIAs Using Competitor Funds—And Strategies to Replace Them
For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to g…
Read insight →
10 Reasons Top Firms Are Switching to FINTRX in 2025
The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down tea…
Read insight →
RIA & Broker-Dealer Roundup: August '25 Moves, M&A Deals & Emerging Players
In the August edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most not…
Read insight →
Get The Newsletter