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FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners – Press Coverage

FMG launches an internal AI Marketing Intelligence System to improve how its teams serve 80,000+ financial advisors and enterprise partners across wealth management and insurance.

FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners

FMG, a leading marketing technology platform for wealth management and insurance organizations, today announced the launch of its Marketing Intelligence System, a new internal AI-powered platform that gives FMG teams instant access to approved sales materials, customer proof points, product information, campaign assets, and institutional knowledge through natural-language search and AI-assisted retrieval.

WSR Names Mark Casady 2026 Person of the Year

Wealth Solutions Report honors FMG Executive Chairman Mark Casady as 2026 Person of the Year for his leadership in advisor independence, AI-driven marketing, and organic growth.

A Two-Channel Strategy

FMG CMO Susan Theder writes for FA Magazine on how financial advisors can combine email and compliant business texting to improve client engagement and drive organic growth.

Wealth Management Marketing Is in Its AI Era. Will Authenticity Be the Trade-Off?

AdvisorHub explores whether AI marketing tools risk eroding advisor authenticity, with FMG Chief Evangelist Samantha Russell on how advisors can scale content without losing their voice.

35 Essential Thought Leaders in Wealth Management

Consult Clarity names FMG's Samantha Russell to its 2026 list of 35 Essential Thought Leaders in Wealth Management for her work on AI search visibility and advisor marketing strategy.

The Firms That Will Win the Next Decade Already Know Their Growth Engine

FMG Executive Chairman Mark Casady writes for Wealth Management on why organic growth, powered by AI and advisor marketing systems, will separate winning firms from the rest.

FMG Earns Top Workplaces National Award for the Fourth Consecutive Year

FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been named one of the nation's top mid-size workplaces by Top Workplaces Awards, as featured in USA Today, marking the fourth consecutive year the company has received this recognition.

FMG Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across Wealth Management and Insurance

FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced the appointment of Matt Newman as Chief Revenue Officer.

FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials

FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired Testimonial iQ, an online reputation management platform built specifically for the wealth management industry.

Linking Up On LinkedIn

The key is to establish an effective content strategy, one that attracts prospects and grows your following. Here I will outline five proven ways you can create an effective content strategy for social media. And though many of these tips could transfer to other platforms, they are specifically designed for LinkedIn.

FMG Recognized as Practice Management Solutions Provider of the Year by Wealth Solutions Report

FMG's all-in-one platform selected as a Practice Management Solutions Provider of the Year.

FMG Receives Top Workplaces Award in The San Diego Union-Tribune for the Second Consecutive Year

SaaS company recognized as a top place to work by the nation’s leading employer recognition program for the second year.

FMG Enhances its Premium Website Offering Providing More Customization and Personalized Design Resources

FMG’s new premium website offering enables financial advisors to get a unique and beautiful website reflecting their brand personality and objectives.

FMG Adds Integrated And Compliant Texting Capabilities To Its Platform Through Acquisition of MyRepChat

FMG Will Make Significant Investments in the Platform to Enhance Enterprise Features and Deliver a World-Class Financial Advisor Texting Experience

FMG Achieves 400% Growth in Enterprise Relationships, Enhances Offering

Reflects Increased Investment in Resources, Technology, and Product Offerings for Broker-Dealers, Large RIAs, Banks, and Credit Unions

FMG Announces “One-Click” AI-Powered Personalization of Social Media Content Including Custom Captions Leveraging Marketing Best Practices

Phase one of plans that will transform FMG’s powerful content engine into a personal library for financial advisors

FMG Recognized as One of the Top Workplaces in the Nation

SaaS Company Recognized as a Top Workplace in the Nation by Leading Employer Recognition Program

FMG Receives Top Workplaces Award in The San Diego Union-Tribune

SaaS company recognized as a top place to work by the nation’s leading employer recognition program.

Choreo Partners With FMG to Launch Canvas, a New Digital Marketing Platform To Support Financial Advisor Growth

New Offering will Enable Advisors to Automate Digital Marketing and Communications Efforts to Attract New Clients and Increase Engagement with Existing Ones

Conneqtor Partners with FMG to Facilitate the Implementation of Proven Marketing Best Practices in Independent Advisor Businesses

Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.

FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners – Press Coverage

FMG launches an internal AI Marketing Intelligence System to improve how its teams serve 80,000+ financial advisors and enterprise partners across wealth management and insurance.

Wealth Management Marketing Is in Its AI Era. Will Authenticity Be the Trade-Off?

AdvisorHub explores whether AI marketing tools risk eroding advisor authenticity, with FMG Chief Evangelist Samantha Russell on how advisors can scale content without losing their voice.

35 Essential Thought Leaders in Wealth Management

Consult Clarity names FMG's Samantha Russell to its 2026 list of 35 Essential Thought Leaders in Wealth Management for her work on AI search visibility and advisor marketing strategy.
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