RIA M&A Activity Report Q3 2026

The Most Viewed Family Office Firm Profiles in FINTRX in Q3 2026

Using FINTRX platform engagement data, we ranked the ten most viewed single family office and multi-family office firm profiles in Q3 2026. The two li…

6 Things You Can Ask Fin to Do This Week

Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…

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

In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…

How ETF Distributors Use FINTRX to Identify High-Opportunity RIAs

New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…

25 AI Prompts Distribution Teams Are Running with FINTRX

AI can answer almost anything you ask it. But the answer is only as useful as the data behind it. FINTRX gives distribution teams verified private wea…

Walk Into Every Meeting Already Briefed with Fin

Most weeks, external meetings don't stay where you put them. A call gets moved up, a colleague loops you into a conversation an hour before it happens…

Family Office Investment Activity - August 2026

According to FINTRX data, family offices deployed capital across 112 transactions and 99 unique companies in August 2026, an increase from July's 107 …

RIA M&A Market Report: August 2026 Deal Activity

The RIA M&A market produced 16 announced transactions in August, totaling approximately $59.34 billion in disclosed acquired AUM. The month was he…

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

In the August 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX — your trusted source for AI-powered private…