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 archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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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 as…
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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 …
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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The Cost of Inaccurate and Outdated Data in Your CRM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 If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and effi…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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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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