Track RIA Buyers, Sellers & Advisor Movement with New FINTRX M&A Data
Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, a…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Most Viewed Independent RIA & Rep Profiles on FINTRX – Q1 2026 Insights
Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is…
Read insight →
We Asked Advisors What Makes Someone Stand Out in a Meeting. Here's What They Said.
If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled …
Read insight →
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 →
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 →
Get The Newsletter