RIA M&A Market Report: July 2026 Deal Activity
The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed…
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Where LinkedIn's Top Colleges Actually Rank in Private Wealth
LinkedIn released its second annual Top Colleges list on August 4, 2026, naming the 50 U.S. schools whose graduates go on to build the strongest long-…
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Using AI to Target RIAs Based on ETF Holdings
Every ETF issuer and asset manager wants the same thing: a list of advisors who are actually likely to buy. Not a broad universe of every RIA in the c…
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RIA & Broker-Dealer Roundup: July '26 Moves, M&A Deals & New Launches
In the July 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private we…
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How to Get Advisors to Engage With Your Emails
Registered investment advisors receive dozens, if not hundreds, of emails a week from vendors, asset managers, and ETF issuers, and most get deleted w…
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RIA M&A Market Report: June 2026 Deal Activity
The RIA M&A market closed out the second quarter with 20 announced transactions in June, totaling approximately $133.9 billion in disclosed acquir…
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ESG & Impact Investing Across the Private Wealth Channel
ESG investing has gone through a full cycle in less than a decade. The Financial Planning Association says planner usage of ESG strategies slid from 3…
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The Most Viewed Rep & Advisor Profiles in FINTRX in Q2 2026
Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing th…
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The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is activ…
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RIA & Broker-Dealer Roundup: June '26 Moves, M&A Deals & New Launches
In the June 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private we…
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