AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Claude, and Perplexity has never been easier, the gap between using AI and actually getting...

AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and capital markets teams are increasingly embedding AI directly into how they research...

Future Proof Citywide has quickly become one of the most important events for asset managers, ETF issuers, and fintech providers selling into RIAs. One of the most valuable and high-pressure parts of the event is Breakthru meetings:...

In a new Inside Wealth feature, Robert Frank of CNBC unveiledthe Family Office 15 — a ranking of the most active U.S. family offices in direct dealmaking for 2025. The list was built using proprietary data from FINTRX, the leading...

Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference chatter, referrals, and static lists—often...