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In the News

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35 Essential Thought Leaders in Wealth Management

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.

The Firms That Will Win the Next Decade Already Know Their Growth Engine

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.

Advisors Neglect Organic Growth As M&A Deals Boom, Experts Say

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.

Powering Organic Growth in Wealth Management

Financial Services Review's 2026 Digital Marketing Platform of the Year recognition brings FMG CMO Susan Theder into conversation about organic growth strategy and what separates advisors who market well from those who don't.

Financial Advisors Digital Marketing Platforms that Enable Sustained Organic Growth

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.

AI Washing: What It Is And How Advisors Can Spot It

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.

How Clients Are Finding Advisors In An AI-Driven World

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.

Organic Growth Is Coming Out from Under M&A’s Shadow

Digital Wealth News interviews FMG Executive Chairman Mark Casady on why organic growth is coming back into focus for wealth management firms and how AI makes consistent, relationship-driven engagement scalable.

I Asked an AI to Find Me a Financial Advisor

FMG CMO Susan Theder writes for Wealth Management on what she learned after asking an AI to find a financial advisor – and the specific signals that determined who showed up and who didn't.

FMG Earns Top Workplaces National Award for the Fourth Consecutive Year

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.

The Advisor’s Edge in an AI World

Susan Theder explores how AI-generated financial advice strengthens advisors' value by making their personalized guidance visibly different from generic algorithm outputs.

WSR Names Mark Casady 2026 Person of the Year

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.

A Two-Channel Strategy

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.

Focused on the Future: Why Advisors Are Rethinking Marketing for AI Search

FMG's Susan Theder and Samantha Russell join Wealth Management's Focused on the Future podcast to discuss how financial advisors can adapt their marketing for AI-driven search and answer engine optimization.

Conduct this diagnostic to see if AI recommends your firm

In this byline for Financial Planning, FMG Chief Evangelist Samantha Russell opens with a live experiment: she asked Claude to recommend a financial advisor for someone with $5 million or more in investable assets in St. Louis, and four firms came back – none of them household names, none with outsized ad budgets. What they had in common was AI visibility.

The Firms That Will Win the Next Decade Already Know Their Growth Engine

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.

Powering Organic Growth in Wealth Management

Financial Services Review's 2026 Digital Marketing Platform of the Year recognition brings FMG CMO Susan Theder into conversation about organic growth strategy and what separates advisors who market well from those who don't.

Organic Growth Is Coming Out from Under M&A’s Shadow

Digital Wealth News interviews FMG Executive Chairman Mark Casady on why organic growth is coming back into focus for wealth management firms and how AI makes consistent, relationship-driven engagement scalable.

I Asked an AI to Find Me a Financial Advisor

FMG CMO Susan Theder writes for Wealth Management on what she learned after asking an AI to find a financial advisor – and the specific signals that determined who showed up and who didn't.

Wealth Management Has a Last Mile Problem

FMG Executive Chairman Mark Casady writes for Wealth Management on the wealth management industry's last mile problem – the structural gap between great content and clients actually receiving it.

Conneqtor Partners with FMG to Facilitate the Implementation of Proven Marketing Best Practices in Independent Advisor Businesses

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.

FMG Wins “Marketing Automation” and “Social Media Leadership” Categories at the 2022 WealthManagement Industry Awards

Marketing technology provider wins two categories in the prestigious industry awards program.

FMG Takes Leadership Position in Artificial Intelligence Capabilities Through the Acquisition of Vestorly

Agreement expands the all-in-one marketing platform's artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.

FMG Suite Rebrands to FMG and Announces New Offerings for Financial Advisors

New Brand Reflects the Cumulative Impact of Its Acquisitions, Industry-Leading Thought Leadership, and New Product Enhancements

FMG Suite Named “Best Overall Fintech Mobile App” in 2022 Fintech Awards Breakthrough Awards Program

Prestigious International Awards Recognize Outstanding Financial Technology Products And Companies

FMG Suite Reinforces Industry Leadership With Appointment of Susan Theder as Chief Marketing and Experience Officer

Underscores Commitment to Being the Top Provider of Digital Marketing Solutions for Financial and Insurance Professionals to Accelerate Their Growth

FMG Suite Partners with LPL to Deliver One-Click Compliance Experience Enhancing Financial Advisors’ Ability to Conduct Scalable and Effective Digital Marketing

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

FMG Suite Recognized in Three Categories by ThinkAdvisor’s Inaugural Luminaries Class of 2021

SaaS Company Honored for Diversity and Inclusion, Individual Thought Leadership & Education, and Fintech/TAMP Platforms Thought Leadership & Education

FMG Suite Named “Best Social Media Distribution” Software for Second Consecutive Year

MarTech Breakthrough Awards Recognizes Industry-Leading SaaS Company For Standout Social Media Technology

FMG Suite Launches App for Financial Professionals to Engage Clients and Prospects on Mobile

Sharing Content is Now Easier and Faster On-the-go with New App From Industry-Leading SaaS Company

Additional Media Mentions: FMG Acquires Testimonial iQ

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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