In the News

Stay up to date on the latest announcements, insights and company news.
FMG Suite launches FMG Connect, an integration layer unifying advisor tools, data, and workflows for faster follow-up and measurable, compliant growth.
Susan Theder of FMG Suite talks podcasting ROI for RIAs with Wealth Solutions Report. They cover production costs, consistency risks, and audience targeting.
Samantha Russell of FMG Suite tells InvestmentNews why advisors can no longer skip reviews — and how AI search has made testimonials essential.
FMG Suite's Susan Theder tells Digital Wealth News that advisor growth now requires systematic marketing, not just referrals, as AI reshapes client discovery.
Susan Theder explains why advisor growth depends on sequencing marketing fundamentals before buying new tools.
FMG adds four senior leaders – spanning AI strategy, customer success, and enterprise sales – to accelerate its next phase of growth.
FMG debuts Institutional Intelligence with Wealth.com as founding partner, embedding expert content into advisor marketing workflows.
FMG Suite announces new SVPs for AI strategy and customer success, plus enterprise account executives from Bain, EY-Parthenon, Goldman Sachs, and ISS.
Five summer content ideas for advisors: supporting adult children, windfalls, Trump Accounts, mid-year reviews, and college planning. Stay visible while competitors go quiet.
Test your AI visibility using ChatGPT, Claude, and Perplexity. Samantha Russell explains how to audit why prospects aren't finding you and four critical gaps holding you back.
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.
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.
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.
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.
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.
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 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.
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.
Identity theft is a growing concern, and as tax season approaches, there’s increased risk that people will be victims of tax return fraud—when scammers attempt to file under other people’s names and swipe their refunds. Financial advisors are not only uniquely positioned to help clients protect themselves in these cases—but can also use their expertise as a powerful marketing tool. Talking about such topics helps advisors engage with their clients more often and establish thought leadership.
As financial advisory firms expand their reach beyond local communities, with clients and team members scattered across the country, the holiday season presents a unique challenge—and opportunity. How can firms create meaningful connections and celebrate the season with remote employees, clients and prospects?
SaaS company recognized as a top place to work by the nation’s leading employer recognition program.
New Offering will Enable Advisors to Automate Digital Marketing and Communications Efforts to Attract New Clients and Increase Engagement with Existing Ones
Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.
Marketing technology provider wins two categories in the prestigious industry awards program.
Agreement expands the all-in-one marketing platform's artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.
New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements
Prestigious International Awards Recognize Outstanding Financial Technology Products And Companies
Underscores Commitment to Being the Top Provider of Digital Marketing Solutions for Financial and Insurance Professionals to Accelerate Their Growth
Expanded capabilities enable advisors to submit email, social, website and other content directly from FMG Suite’s industry-leading marketing platform and new mobile app
SaaS Company Honored for Diversity and Inclusion, Individual Thought Leadership & Education, and Fintech/TAMP Platforms Thought Leadership & Education
FA Magazine examines why many advisory firms are underinvesting in organic growth during an M&A boom, with FMG Chief Evangelist Samantha Russell on what sustainable growth actually requires.
Financial Services Review recognizes FMG as a leading digital marketing platform for financial advisors, highlighting the role of marketing automation and compliance infrastructure in enabling sustained organic growth.
Wealth Solutions Report looks at AI washing in wealthtech, with FMG CMO Susan Theder explaining how advisors can tell the difference between genuine AI and automation wearing an AI label.
FA Magazine covers FMG CMO Susan Theder speaking at the Invest in Women conference on how AI answer engines are reshaping financial advisor discovery – and what advisors need to do to be found.
FMG names a new Chief Revenue Officer to accelerate its enterprise expansion across wealth management and insurance, reinforcing the firm's strategy as the marketing platform of choice for large advisory organizations.
FMG names a new Chief Revenue Officer to accelerate its enterprise expansion across wealth management and insurance, reinforcing the firm's strategy as the marketing platform of choice for large advisory organizations.
FMG acquires Testimonial iQ and relaunches it as FMG Testimonials, giving financial advisors a compliance-ready platform to collect and manage reviews, testimonials, and AEO content that drives organic growth in AI-powered search.

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