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In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable wealth team moves, M&A deals, and new firm...
Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, and new decision-makers emerge. For teams targeting Registered Investment Advisors, those moments...
In the March edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
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...
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
The RIA M&A market is more active and competitive than ever. Aging advisor demographics, private equity capital, and the pursuit of scale are driving deal flow, but surfacing the right firms at the right time remains a challenge. That’s...
In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX- your trusted source for AI-powered private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm...
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