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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…
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted…
Read insight →Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually p…
Read insight →Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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The RIA M&A market is more active and competitive than ever. Aging advisor demographics, private equity capital, and the pursuit of scale are driv…
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In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered privat…
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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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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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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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