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Private Wealth Research & Insights

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RIA

RIA & Broker-Dealer Roundup: June '25 Moves, M&A Deals & Emerging Players

The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategic acquisitions, and new firm launches that continue to reshape the industry. In this edition of...

Let FINTRX AI Plan Your Next Work Trip

In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every meeting, every trip, and every handshake must yield results. Yet, too often, valuable hours...

Top AI Solutions Asset Management Firms Use to Optimize Fund Distribution (And Why FINTRX Leads the Way)

Artificial Intelligence (AI) has dramatically transformed the financial services industry, and asset management firms are no exception. With growing competition and the increasing complexity of managing large investment portfolios, firms...

CRM Hygiene for Asset Managers: 5 Steps to Keeping Your CRM Data Clean

For asset managers distributing funds to registered investment advisors (RIAs), maintaining a clean and accurate CRM database is a cornerstone for success. Clean data ensures that marketing and sales teams are reaching the right people,...

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 transact based on signals like AUM growth, rep stability, and ownership structure. To demonstrate...

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 potential targets, but doing so with speed, intelligence, and precision. That’s where ...

Breaking Down FINTRX Advisor M&A SmartView

Identifying and evaluating acquisition targets shouldn’t require cobbling together spreadsheets, regulatory documents, or static, outdated databases. With the launch of Advisor M&A SmartView, FINTRX has reimagined how M&A...

RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players

The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive landscape. In this edition of our RIA & Broker-Dealer Roundup, FINTRX, your source for private wealth...

The Future of Private Wealth Prospecting: Inside FINTRX AI

The future of private wealth prospecting is here, and it’s powered by AI. Whether you're raising capital, distributing investment products, sourcing deals, or recruiting top advisors, success comes down to one thing: reaching the right...

5 Keys to Booking More Meetings with RIAs

Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with countless fund providers, getting on an advisor’s calendar takes more than just...