GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors
Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman Chicago, IL, September 10, 2025 – GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite (“FMG” or “the Company”), a leading provider of advisor-led marketing automation software […]
FMG is Named the Winner in Three Wealth Management 2025 Industry Awards Categories
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
The Top 5 Advisor Marketing Questions
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.
GTCR to Acquire FMG Suite from Aurora Capital Partners
Under GTCR’s ownership, FMG will expand AI capabilities, scale enterprise relationships and pursue front-office innovation CHICAGO, IL, July 29, 2025 – GTCR, a leading private equity firm, announced today that it has signed a definitive agreement to acquire FMG Suite (“FMG” or “the Company”), one of the largest providers of advisor-led marketing automation software used […]
Smart Marketing Moves For This Summer
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.
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 Gardena, 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 solutions: […]
FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories
Gardena, 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 with […]
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 Gardena, 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 engine […]
5 Ways To Engage Clients During Market Volatility
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.
Starting The Estate Talk With Family
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.
