Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. One of the most valuable and high-pressure parts of the event is Breakthru meetings:...

In a new Inside Wealth feature, Robert Frank of CNBC unveiledthe Family Office 15 — a ranking of the most active U.S. family offices in direct dealmaking for 2025. The list was built using proprietary data from FINTRX, the leading...

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...

The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year, hundreds of advisors leave firms like Morgan Stanley, Merrill Lynch, UBS, and Wells...

With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement across the platform offers a clear view into where attention concentrated in 2025. Below are...