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Private Wealth Research & Insights

Posts about:

RIA

The Top Technology and Data Platforms Fueling Asset Management Distribution

The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate, and competition intensifies, asset managers must rethink how they connect with...

Top 10 Most Viewed RIAs on FINTRX – Q1 2025 Insights

The FINTRX platform consists of 40,00 advisory firms, over 750,000 registered reps, and more than 100,000 wealth team records. Thousands of financial professionals rely on FINTRX every day for prospecting into RIAs, advisor M&A and...

RIA & Broker-Dealer Roundup: March '25 Moves, M&A Deals & Emerging Players

The RIA and broker-dealer landscape continues to evolve rapidly, with key moves, mergers, and market entrants reshaping the industry each month. In this March 2025 edition of our RIA & Broker Dealer Roundup series, FINTRX—the leading provider of...

Top RIA Databases in 2025: Tools Every Asset Manager Should Know

Reaching registered investment advisors (RIAs) is no longer a numbers game—it’s a data game. With the independent RIA channel managing trillions in assets and growing steadily, asset managers must be more strategic than ever in their...

5 Reasons Asset Managers are Ditching Their Legacy Providers and Switching to FINTRX

The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy providers like AdvizorPro, Discovery Data, and RIA Database struggle to meet modern...

5 Steps to Advisor Recruiting Using FINTRX

Recruiting top investment advisors is a challenge that requires both precision and efficiency. With the competitive landscape of wealth management and advisory services evolving rapidly, firms must leverage cutting-edge tools to gain a...

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 disposal. Building meaningful connections is key, but effectively leveraging those...

The Cost of Inaccurate and Outdated Data in Your CRM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 If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and efficiency. Customer Relationship Management (CRM) systems are essential for financial firms...

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 monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...

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, they must be successfully delivered to recipients' inboxes. High bounce rates and low...