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 …
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
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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…
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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…
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RIA & Broker-Dealer Roundup: July '25 Moves, M&A Deals & Emerging Players
In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notab…
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What’s New at FINTRX: The Latest Tools to Accelerate Asset Raising, Advisor M&A & Distribution
At FINTRX, we’re committed to helping our clients move faster, prospect smarter, and win more business. We are continuously introducing new features a…
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The Power of Historical Wealth Team Data: A Game-Changer for Advisors & Asset Managers
With the launch of the Wealth Teams Historical Blueprint, FINTRX is giving financial professionals a powerful new lens into the past footprints of RIA…
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13 High-Growth RIAs with FINTRX Acquisition Scores of 100
The FINTRX Acquisition Score is a proprietary metric within our Advisor M&A SmartView that instantly assesses which firms are most likely to trans…
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3 Ways to Identify Your Next RIA Acquisition Using AI
In the rapidly consolidating wealth management space, competition for high-quality RIA acquisitions is fierce. Success depends on not just identifying…
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Breaking Down FINTRX Advisor M&A SmartView
Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. …
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