The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
2027 Territory Planning: How to Segment Advisors by AUM, Custodian & Holdings
The territory list your team built for 2026 is already a year old. In the months since, advisors have broken away from wirehouses, firms have switched…
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RIA & Broker-Dealer Roundup: October '26 Moves, M&A Deals & New Launches
In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…
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Reach Advisors Directly: FINTRX Now Offers Home Addresses for 200K+ Advisors
Direct mail to advisors is a great marketing channel, but finding an advisor's home address usually means hours on people-search sites, stale records,…
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Beyond the Booth: 6 Ways FINTRX AI Is Changing Conference Strategy in Wealth Management
A packed meeting schedule doesn’t necessarily mean a productive conference. For asset managers and business development teams, the real value comes fr…
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The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q3 2026
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…
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RIA & Broker-Dealer Roundup: September '26 Moves, M&A Deals & New Launches
In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
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How ETF Distributors Use FINTRX to Identify High-Opportunity RIAs
New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…
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