Track RIA Buyers, Sellers & Advisor Movement with New FINTRX M&A Data
Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, a…
Read insight →Insights, updates, and best practices covering every corner of private wealth.
↗
Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, a…
Read insight →
↗
In the March edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private w…
Read insight →
↗
In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX—your trusted source for AI-powered private…
Read insight →
↗
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
Read insight →
↗
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or t…
Read insight →
↗
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
Read insight →
↗
In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
Read insight →
↗
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…
Read insight →
↗
In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered privat…
Read insight →
↗
In the September edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered priv…
Read insight →By submitting you agree to the privacy policy. We reply within one business day.