5 Keys to Booking More Meetings with RIAs
Booking meetings with Registered Investment Advisors (RIAs) is the lifeblood of any asset manager’s growth strategy. But in a noisy market filled with…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
What’s Inside a 13F Filing—and Why It Matters for Prospecting Into RIAs
If you’re focused on raising assets from Registered Investment Advisors (RIAs), having a simple contact list isn’t enough—you need deep insights into …
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The Ultimate Guide to Email Marketing for Targeting Registered Investment Advisors (RIAs)
In today’s highly competitive asset management landscape, successfully engaging Registered Investment Advisors (RIAs) requires a smart, targeted, and …
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Leveraging AI to Identify High-Intent RIAs in Your Territory
In the world of asset management distribution, precision is everything. Sales territories are only as strong as the intelligence behind them—and if yo…
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RIA & Broker-Dealer Roundup: April '25 Moves, M&A Deals & Emerging Players
The RIA and broker-dealer landscape remains highly dynamic, with major team moves, strategic acquisitions, and new firm launches continuing to reshape…
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RIA Prospecting: 3 Ways Asset Managers Can Turn Cold Leads into Hot Prospects
In the fragmented world of independent RIAs and broker-dealers, breaking through with cold outreach is a constant challenge. Mass emails fall flat. Ge…
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M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights
The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and …
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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…
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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 …
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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 th…
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