3 Proven Ways to Make Your RIA Outreach More Effective
Cold outreach to Registered Investment Advisors (RIAs) can be challenging and often yields low conversion rates. To increase your success, it's essent…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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5 Signals of High-Intent Prospects on Your Website for Asset Managers Distributing Funds to RIAs
For asset managers focused on distributing funds to Registered Investment Advisors (RIAs), identifying high-intent prospects on your website is crucia…
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Data-Driven Marketing for Asset Managers: Why Accurate, Up-to-Date Information Matters in RIA Fund Distribution
Accurate, real-time data isn't just a luxury, it's a critical asset for identifying, targeting, and engaging the right RIA prospects. Without it, mark…
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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, strategi…
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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 mee…
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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 c…
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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 suc…
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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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