FMG Leads the Way in AI Innovation with New Tools to Help Advisors Market More Efficiently and Streamline Compliance
Overwatch, Sidekick, and Muse facilitate compliance review, act as a personal assistant, and help advisors write custom marketing content, reinforcing FMG’s leadership in embedded AI solutions San Diego, CA, June 10, 2025 – FMG, a leading SaaS provider of marketing automation, content, and websites for financial advisors, today announced the rollout of three new AI-powered […]
FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories
San Diego, CA, June 9, 2025 – FMG is honored to announce that we’ve been named a Finalist in the Wealth Management 2025 Industry Award (the “Wealthies”) in the following three Technology Provider categories: Chief Marketing Officer of the Year Susan Theder: She leads all aspects of FMG’s marketing, branding, and customer experience, empowering advisors […]
FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support
Enhanced collaboration extends FMG’s ‘Do It For Me’ solution to Osaic’s 11,000 financial professionals San Diego, CA – June 3, 2025 – FMG, a leading SaaS marketing platform for financial advisors, today announced an expanded enterprise agreement with Osaic, one of the nation’s largest wealth management firms. The partnership extends FMG’s role as the technology […]
FMG Ranked #1 in Multiple Digital Marketing Solutions in 2025 T3/Inside Information Survey
FMG is honored to announce that we’ve been recognized as the top provider in three key categories of the 2025 T3/Inside Information Technology Survey: Digital Marketing Tools – Lead Capture Digital Marketing Tools – Content Social Media/Text Archiving Tools This recognition is particularly meaningful because it reflects the opinions of financial advisors who use our […]
FMG Receives Top Workplaces Award as Featured in USA Today for the Third Consecutive Year
SAN DIEGO, CALIF., March 20, 2025 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized for the third year in a row as one of the top mid-size workplaces in the nation by Top Workplaces Awards, as featured in USA Today. Top Workplaces […]
FMG Launches Inaugural 2025 Marketing Guide for Financial Advisors, Unlocking New Pathways to Organic Growth
Comprehensive resource provides financial advisors with practical blueprints across five essential marketing pillars to drive business growth. SAN DIEGO, December 11, 2024 — FMG, a leading SaaS company specializing in marketing content, automation, and websites for financial advisors, today announced the release of its inaugural 2025 Marketing Guide for Financial Advisors. This comprehensive resource transforms […]
FMG Expands Product Line with All-New Business Edition of Their Award-Winning Marketing Suite
Specifically Designed for Mid-Market RIAs, Banks, and Credit Unions to Streamline Advisor Marketing Efforts and Drive Growth SAN DIEGO, July 23, 2024 /PRNewswire/ — FMG Suite, a leading SaaS company specializing in marketing software and services for financial advisors, today announced the launch of Marketing Suite Business Edition, a comprehensive product designed specifically for the […]
FMG Receives SOC 2 Type 1 Certification, Enhancing Security for Its Customers
SAN DIEGO, CALIF., July 9, 2024 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, is proud to announce it has received its Service Organization Controls (SOC) 2 Type 1 certification, taking a major step forward in its data and system security. cybersecurity. SOC 2 certification validates […]
FMG Receives Top Workplaces Award as Featured in USA Today for the Second Consecutive Year
SaaS Company receives Top Workplace in the Nation Award from the Leading Employer Recognition Program for the second year in a row
FMG Named “Best Overall Fintech Software” in the 2024 FinTech Breakthrough Awards
Prestigious International Awards Recognizes Outstanding Financial Technology Product
