In the News
Stay up to date on the latest announcements, insights and company news.
- 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.
- In the News
- FMG Marketing
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.
- Featured Articles
- Mark Casady
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.
- Featured Articles
- Susan Theder
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.
- 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.
- Featured Articles
- Mark Casady
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.
- In the News
- FMG Marketing
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.
- In the News
- FMG Marketing
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.
- In the News
- FMG Marketing
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.
- Featured Articles
- Susan Theder
When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.
- Featured Articles
- Susan Theder
Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.
- Featured Articles
- Susan Theder
By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.
- Featured Articles
- Susan Theder
Financial advisors are more connected digitally than ever before. And when it comes to prospecting and growing your business, social media is one of the best places to leverage your digital presence.
- Featured Articles
- Susan Theder
Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.
- Featured Articles
- Susan Theder
How do you get noticed more in search engines? It’s a popular subject but also a daunting one. To help advisors increase organic traffic to their websites, I’d like to share five of my favorite tips for raising their profile through searches, otherwise known as search engine optimization or SEO.
- Featured Articles
- Susan Theder
If you’re going to take on a new marketing venture this year, why not make it video? You might be worried that it’s too challenging, and it can indeed be intimidating to start. But with the right steps, you can build a successful video marketing strategy for your business.
- Featured Articles
- Susan Theder
It’s arguable that your website is your most valuable brand asset. It gives you valuable marketing real estate to vie for clients’ attention. On a client’s laptop, your home page gets the same screen space as that of any financial giant.
- Featured Articles
- Susan Theder
For advisors seeking clients among business owners and corporate executives, as well as firms looking to grow through mergers and acquisitions or seeking new recruits, LinkedIn offers several ad options at different costs.
- Featured Articles
- Susan Theder
Marketing is an ever-changing subject for advisors. For many of them, the biggest challenge is simply keeping up. To help, I’ve compiled a list of five common digital marketing mistakes and offered suggestions for how to address them without a lot of effort.
- In the News
- FMG Marketing
Marketing technology provider wins two categories in the prestigious industry awards program.
- In the News
- FMG Marketing
Agreement expands the all-in-one marketing platform's artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.
- In the News
- FMG Marketing
New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements
- In the News
- FMG Marketing
Prestigious International Awards Recognize Outstanding Financial Technology Products And Companies
- In the News
- FMG Marketing
Underscores Commitment to Being the Top Provider of Digital Marketing Solutions for Financial and Insurance Professionals to Accelerate Their Growth
- In the News
- FMG Marketing
Expanded capabilities enable advisors to submit email, social, website and other content directly from FMG Suite’s industry-leading marketing platform and new mobile app
- In the News
- FMG Marketing
SaaS Company Honored for Diversity and Inclusion, Individual Thought Leadership & Education, and Fintech/TAMP Platforms Thought Leadership & Education
- In the News
- FMG Marketing
MarTech Breakthrough Awards Recognizes Industry-Leading SaaS Company For Standout Social Media Technology
- In the News
- FMG Marketing
Sharing Content is Now Easier and Faster On-the-go with New App From Industry-Leading SaaS Company
- 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.