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…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
Read insight →
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…
Read insight →
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…
Read insight →
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…
Read insight →
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…
Read insight →
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…
Read insight →
RIA M&A Market Report: May 2026
The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reac…
Read insight →
5 Ways to Use FINTRX to Target Rapidly Growing RIAs
AUM size is a starting point. Growth trajectory is a signal. If you're a fund manager, ETF issuer, or financial services firm trying to identify which…
Read insight →
RIA & Broker-Dealer Roundup: May '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealt…
Read insight →
Get The Newsletter