RIA & Broker-Dealer Roundup: March '26 Moves, M&A Deals & Emerging Players
In the March edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private w…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Active ETF Adoption Among RIAs Is Surging But the Market Is Beginning to Consolidate
Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor por…
Read insight →
How Asset Managers Can Use AI to Improve RIA Prospecting in 2026
AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Cl…
Read insight →
Top RIAs in Charlotte
Charlotte’s wealth management landscape includes a diverse group of registered investment advisors (RIAs) supporting financial advisors, institutional…
Read insight →
RIA & Broker-Dealer Roundup: February '26 Moves, M&A Deals & Emerging Players
In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX—your trusted source for AI-powered private…
Read insight →
Women in Wealth Management - 2026
Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data s…
Read insight →
The 20 Most Common FINTRX AI Prompts Used by Distribution Teams
AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and …
Read insight →
10 Reasons Asset Managers & ETF Issuers Rely on FINTRX in 2026
In 2026, distribution is no longer about coverage; it’s about precision. Asset managers and ETF issuers are under pressure to expand wallet share, win…
Read insight →
5 Ways to Stand Out in Future Proof Breakthru Meetings
Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. On…
Read insight →
CNBC’s Family Office 15: Robert Frank Ranks the Most Active U.S. Family Offices Using FINTRX Data
In a new Inside Wealth feature, Robert Frank of CNBC unveiled the Family Office 15 — a ranking of the most active U.S. family offices in direct dealma…
Read insight →
Get The Newsletter