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
- 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, 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.
- 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.
- 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.
- 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.
- 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”)
- 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.