RIA Roundup: March '24 Rep Movements, M&A Deals and Emerging Players
FINTRX Blog
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18h ago
The registered investment advisor (RIA) industry continues to be a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA Roundup' to examine the latest happenings in the RIA sector, highlighting notable advisor transitions, strategic mergers, acquisitions and the introduction of new firms. Our goal is to keep you informed about the changes within this dynamic industry by exploring key developments that have marked recent weeks ..read more
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An AI Power Play: FINTRX Fuels Innovation in Private Wealth Data
FINTRX Blog
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1w ago
The private wealth data landscape is experiencing a notable shift fueled by the ongoing advancements of artificial intelligence (AI) technologies. FINTRX, the leading private wealth data intelligence platform, is leveraging the power of AI to redefine how financial professionals access, analyze and leverage insights into the complex world of family offices and registered investment advisors (RIAs). Through an ever-evolving suite of cutting-edge AI-powered features, FINTRX is empowering users to overcome the traditional challenges of private wealth data, unlocking unprecedented levels of ..read more
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What's New at FINTRX | March 2024
FINTRX Blog
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1w ago
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the FINTRX product & user experience. Continue reading for more on the latest company & product updates, recent data reports and what's new at FINTRX ..read more
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FINTRX Private Wealth Data Report, Q1 2024
FINTRX Blog
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1w ago
FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and investment trends throughout the first quarter of 2024 with data compiled using the FINTRX Family Office & RIA Data Platform. Continue reading to explore data-driven insights on the family office and registered investment advisor ecosystems as well as an overview of all FINTRX platform updates and additions made throughout the quarter ..read more
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RIA Regional Spotlight: Ten Leading Advisors in the Southeast
FINTRX Blog
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2w ago
Welcome to the FINTRX RIA Regional Spotlight, where we highlight ten esteemed advisors across the Southeast region. This blog series showcases the diverse landscape of leading registered investment advisors (RIAs) in America, encompassing independent advisors, private wealth groups, dually registered representatives and more. Join us on an insightful journey as we uncover the key strategies and nuances that distinguish these top-tier financial professionals within their local markets ..read more
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FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts
FINTRX Blog
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2w ago
Boston, MA -  FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for managing FINTRX's growing channel of enterprise customers, as well as driving new business revenue in the wider enterprise segment. Russ D'Argento, FINTRX Founder & CEO states, "Greg's deep expertise in managing strategic enterprise accounts and client relationships will be invaluable as we continue to rapidly scale our business."  ..read more
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FINTRX Fuels Operational Excellence for Clear Investment Group
FINTRX Blog
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3w ago
In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the FINTRX Private Wealth Data Platform. By harnessing the power of data-driven insights and efficient targeting, Clear Investment Group has experienced a significant boost in its investor relations efforts. FINTRX has since provided them unparalleled access to their target audience and revolutionized how they raise capital. In this blog, we will delve int ..read more
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The Rise of Female Advisors: A Generational Shift in Wealth Management
FINTRX Blog
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1M ago
The financial landscape is undergoing a profound generational shift propelled by the increasing visibility and influence of female advisors. Armed with a deep understanding of client needs, diverse perspectives and strong communication skills, women are shattering conventional norms and forging new pathways through enhanced representation, not just as advisors but also as owners of advisory firms. This evolving presence of women in wealth management holds great significance and is set to leave a lasting mark on the industry's future trajectory ..read more
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RIA Regional Spotlight: Ten Leading Advisors in the Northeast
FINTRX Blog
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1M ago
Welcome to the FINTRX RIA Regional Spotlight, where we highlight ten esteemed advisors across the Northeast region. This blog series showcases the diverse landscape of leading registered investment advisors (RIAs) in America, encompassing independent advisors, private wealth groups, dually registered representatives and more. Join us on an insightful journey as we uncover the key strategies and nuances that distinguish these top-tier financial professionals within their local markets ..read more
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Relationship Path: AI-Powered Relationship Intelligence for Financial Professionals
FINTRX Blog
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1M ago
FINTRX is proud to introduce the next generation of relationship mapping capability for financial professionals: Relationship Path. In the investment landscape, being able to swiftly and effectively identify prospects, make connections and close deals is paramount to successfully driving business. This is the purpose behind Relationship Path, empowering professionals to not only leverage their own network, but also harness the power of industry-wide connections to book more meetings and close more deals, directly within FINTRX ..read more
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