In the News
Stay up to date on the latest announcements, insights and company news.
- In the News
- FMG Marketing
FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced executive leadership appointments to support continued growth and platform innovation for its enterprise and direct clients across RIAs, broker-dealers, wirehouses, regional firms, and insurance organizations.
- Featured Articles
- Susan Theder
When a prospect asks ChatGPT, “Who’s the best financial advisor near me?” what is it that determines whether your firm shows up in the search results?
You might be surprised to hear that it’s not your website content or paid ads. It’s your reviews.
- In the News
- FMG Marketing
Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.
- Featured Articles
- Susan Theder
The One Big Beautiful Bill Act is creating waves—and confusion—for your clients. The news coverage often highlights urgency, the fine print feels overwhelming, and many want to know how it will affect them directly.
- In the News
- FMG Marketing
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
- Featured Articles
- Susan Theder
Advisors are chasing growth in 2025, but they’re stretched for time and facing much more demanding clients. They want to know how to differentiate themselves in their marketing materials and how they can do it in an efficient way and measure their results. They also want to make sure their efforts are in compliance with regulators’ demands.
- Featured Articles
- Susan Theder
Everyone works at a different pace during the summer. People are on vacation, clients are traveling. Some companies pause to do their own internal planning. As all this goes on, it can be tough for you to keep your marketing efforts consistent.
- Featured Articles
- Susan Theder
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.
- In the News
- FMG Marketing
FMG's all-in-one platform selected as a Practice Management Solutions Provider of the Year.
- In the News
- FMG Marketing
SaaS company recognized as a top place to work by the nation’s leading employer recognition program for the second year.
- In the News
- FMG Marketing
FMG’s new premium website offering enables financial advisors to get a unique and beautiful website reflecting their brand personality and objectives.
- In the News
- FMG Marketing
FMG Will Make Significant Investments in the Platform to Enhance Enterprise Features and Deliver a World-Class Financial Advisor Texting Experience
- In the News
- FMG Marketing
Reflects Increased Investment in Resources, Technology, and Product Offerings for Broker-Dealers, Large RIAs, Banks, and Credit Unions
- In the News
- FMG Marketing
Phase one of plans that will transform FMG’s powerful content engine into a personal library for financial advisors
- In the News
- FMG Marketing
SaaS Company Recognized as a Top Workplace in the Nation by Leading Employer Recognition Program
- In the News
- FMG Marketing
SaaS company recognized as a top place to work by the nation’s leading employer recognition program.
- In the News
- FMG Marketing
New Offering will Enable Advisors to Automate Digital Marketing and Communications Efforts to Attract New Clients and Increase Engagement with Existing Ones
- In the News
- FMG Marketing
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.
- Coverage
- FMG Marketing
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.
- Coverage
- Samantha Russell
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.
- Coverage
- Samantha Russell
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.