In the News
Stay up to date on the latest announcements, insights and company news.
- Featured Articles
- Susan Theder
Volatility is part of investing. But when headlines are loud and the markets are down, your silence can speak louder.
According to a YCharts survey, 75% of clients who left or considered leaving their advisor cited a lack of communication. Yet when volatility hits, many advisors feel stuck: unsure of what to say, how much to say, or whether to say anything at all.
- Featured Articles
- Susan Theder
Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations involve only one spouse or one generation. But the most durable estate plans are built when everyone affected by them is part of the discussion.
- Featured Articles
- Susan Theder
Tax season isn’t just about compliance and paperwork—it’s a great opportunity to attract, engage and convert prospects into clients. Tax guidance is a top interest for people seeking financial help—in fact, according to Edelman Financial Engines’ 2024 “Everyday Wealth in America” report, people are even more interested in the subject now than they were last year.
- Featured Articles
- Susan Theder
In the ever-evolving digital landscape, advisors who want to stay ahead of the marketing game must adapt to the new ways consumers are discovering businesses and information online. Artificial intelligence is transforming people’s hunt for information, yet many advisors aren’t sure how to take advantage of these changes in consumer behavior.
- Featured Articles
- Susan Theder
While trends may come and go, the core principles of effective marketing endure. In 2025, financial advisors need to focus on these essentials to cut through the noise and connect with their ideal audiences.
- 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.
- 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.
- 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.
- 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.
- 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
Volatility is part of investing. But when headlines are loud and the markets are down, your silence can speak louder.
According to a YCharts survey, 75% of clients who left or considered leaving their advisor cited a lack of communication. Yet when volatility hits, many advisors feel stuck: unsure of what to say, how much to say, or whether to say anything at all.
- Featured Articles
- Susan Theder
Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations involve only one spouse or one generation. But the most durable estate plans are built when everyone affected by them is part of the discussion.
- Featured Articles
- Susan Theder
Tax season isn’t just about compliance and paperwork—it’s a great opportunity to attract, engage and convert prospects into clients. Tax guidance is a top interest for people seeking financial help—in fact, according to Edelman Financial Engines’ 2024 “Everyday Wealth in America” report, people are even more interested in the subject now than they were last year.
- In the News
- FMG Marketing
Comprehensive lead generation tools support financial professionals in attracting and converting more prospects
- In the News
- FMG Marketing
Fintech Industry Leader Unveils Solutions to Address Growing Digital Marketing Needs for Financial Professionals
- In the News
- FMG Marketing
Lead generation and website capabilities to round out FMG Suite’s platform Agreement reaffirms commitment to a true end-to-end digital marketing solution for modern financial professionals
- 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.