Top RIAs in Charlotte
Charlotte’s wealth management landscape includes a diverse group of registered investment advisors (RIAs) supporting financial advisors, institutional…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
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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…
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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 …
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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…
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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…
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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…
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RIA & Broker-Dealer Roundup: January '26 Moves, M&A Deals & Emerging Players
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
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How Recruiting and M&A Teams Identify RIAs with FINTRX
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or t…
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How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year…
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