Registered investment advisors receive dozens, if not hundreds, of emails a week from vendors, asset managers, and ETF issuers, and most get deleted within seconds. Advisors engage with emails that are personalized with real firm data...
The RIA M&A market closed out the second quarter with 20 announced transactions in June, totaling approximately $133.9 billion in disclosed acquired AUM. The month was defined by a small number of extraordinarily large deals, with the top three...
FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single family offices (SFOs) accounted for 31 of the 39 unique family offices involved, versus...
According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend from 121 transactions in May. Deals spanned pre-seed AI bets to a $12 billion technology...
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 38% in 2020 to 34% in 2022 as rate hikes and political backlash hit the category. Some...
Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing the most attention across the wealth management landscape. From founders of their own RIAs...
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX, building...
In the June 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new...
Ask most data providers how many advisors they cover, and you'll get an impressive number. Ask how many of those advisors are actually producing, meaning actively managing client assets and generating revenue, and the number usually drops, if anyone...
The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reached approximately $44.7 billion, driven largely by a single standout deal: the acquisition of Leafhouse...
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