5 Ways to Leverage Your Network to Book More Meetings
When it comes to asset management distribution and prospecting into RIAs, the strength of your network is one of the most valuable assets at your disp…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
The Cost of Inaccurate and Outdated Data in Your CRM
A CRM is only as good as the data inside it. If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and effi…
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RIA & Broker Dealer Roundup: February '25 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our m…
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FINTRX and Sales Lift Partners Announce Partnership to Enhance Sales Execution and Data-Driven Growth
BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850…
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Keys to Reducing Your Email Bounce Rates & Increasing Response Rates
Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose,…
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5 Keys to Raising Assets from Family Offices
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to rais…
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3 Ways to Improve Your Cold Outreach to RIAs
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, an…
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Optimizing Advisor Recruiting & Business Development: FINTRX & Milemarker Webinar Recap
Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how …
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FINTRX Data Feeds: Custom Solutions for Smarter Prospecting & Business Growth
FINTRX empowers organizations by delivering best-in-class wealth management & investment data directly into users' workflows via various integrati…
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Unlock the Power of FINTRX CRM Integrations for Asset-Raising & Distribution
In today’s fast-paced fundraising and distribution environment, clean, accurate data is everything. FINTRX CRM integrations give asset managers and di…
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