2027 Territory Planning: How to Segment Advisors by AUM, Custodian & Holdings

The territory list your team built for 2026 is already a year old. In the months since, advisors have broken away from wirehouses, firms have switched…

RIA & Broker-Dealer Roundup: October '26 Moves, M&A Deals & New Launches

In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…

Reach Advisors Directly: FINTRX Now Offers Home Addresses for 200K+ Advisors

Direct mail to advisors is a great marketing channel, but finding an advisor's home address usually means hours on people-search sites, stale records,…

Beyond the Booth: 6 Ways FINTRX AI Is Changing Conference Strategy in Wealth Management

A packed meeting schedule doesn’t necessarily mean a productive conference. For asset managers and business development teams, the real value comes fr…

Inside the Producing Advisor Population

The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q3 2026

Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…

RIA M&A Activity Report Q3 2026

RIA & Broker-Dealer Roundup: September '26 Moves, M&A Deals & New Launches

In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…

How ETF Distributors Use FINTRX to Identify High-Opportunity RIAs

New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…

RIA M&A Market Report: August 2026 Deal Activity

The RIA M&A market produced 16 announced transactions in August, totaling approximately $59.34 billion in disclosed acquired AUM. The month was he…