Dans l'actualité
Restez au courant des dernières annonces, des idées et des nouvelles de l'entreprise.
- 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.
- Dans l'actualité
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Dans l'actualité
- 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.
- Dans l'actualité
- 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.
- Dans l'actualité
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Articles en vedette
- 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.
- Dans l'actualité
- FMG Marketing
Des outils complets de génération de leads permettent aux professionnels de la finance d'attirer et de convertir davantage de prospects.
- Dans l'actualité
- FMG Marketing
Le leader de l'industrie Fintech dévoile des solutions pour répondre aux besoins croissants des professionnels de la finance en matière de marketing numérique
- Dans l'actualité
- FMG Marketing
Des fonctionnalités de génération de leads et de sites web viennent compléter la plateforme FMG Suite L'accord réaffirme l'engagement d'une véritable solution de marketing numérique de bout en bout pour les professionnels de la finance d'aujourd'hui
- 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.