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In the News

Stay up to date on the latest announcements, insights and company news.

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

FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories

FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support

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.

Using Tax Season In Your Marketing

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.

FMG Ranked #1 in Multiple Digital Marketing Solutions in 2025 T3/Inside Information Survey

FMG Receives Top Workplaces Award as Featured in USA Today for the Third Consecutive Year

The New Search Engine Rules

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.

Should Advisors Jump On The Threads Bandwagon?

Seemingly overnight, a standout new platform has emerged in the social media landscape. Threads, the latest release from Facebook and Instagram parent company Meta, blew past industry expectations and acquired over 100 million users in under a week. It's a feat for the history books, as the new platform handily beat the previous record held by the artificial intelligence app ChatGPT, which took closer to two months to reach the same record-setting milestone.

Have A Tale To Tell

Human beings are naturally drawn to stories. Narratives can help us understand complex information, make sense of our world and help us forge connections with others.

Top 5 Tips For Sharing News Articles On Social Media

There’s no more powerful message than original, insightful content written by a financial advisor. As a financial professional, you can serve as a guide and mentor, interpreting and explaining the ups and downs of market events, helping clients set financial goals, and explaining retirement strategies, among other things.

5 Tips To Get Started With ChatGPT In Your Marketing

ChatGPT burst onto the scene with little warning. Few knew what the Microsoft and Elon Musk-backed artificial intelligence startup OpenAI had developed or how quickly it would become one of the most impactful technology stories of the day.

Five Pages Every Website Must Have

As a financial advisor, you know your website is critical to your online presence. It’s the foundation of your marketing, serving as the home base where prospects and clients find you.

Getting Personal

When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.

Be a Video Star

Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.

3 Must-Follow Copywriting Rules

By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.

Advisors’ Top 10 Questions About LinkedIn, Answered

Financial advisors are more connected digitally than ever before. And when it comes to prospecting and growing your business, social media is one of the best places to leverage your digital presence.

5 Tips For Client Communication During Times Of Volatility

Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.

FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners

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.

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.

FMG Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across Wealth Management and Insurance

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.

FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials

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.

FMG Announces Executive Leadership Appointments to Accelerate Growth and Innovation

FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced executive leadership appointments to support continued growth and platform innovation for its enterprise and direct clients across RIAs, broker-dealers, wirehouses, regional firms, and insurance organizations.

Independent Study Finds FMG Delivers 26x ROI and 4x Higher NPS Than Competitors, Fueling Advisor Productivity and Enterprise Growth

Advisors using FMG report higher client retention, faster lead conversion, and an average of four hours saved weekly on marketing.

GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors

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”)

GTCR to Acquire FMG Suite from Aurora Capital Partners

FMG Leads the Way in AI Innovation with New Tools to Help Advisors Market More Efficiently and Streamline Compliance

This is How Prospects Find Financial Advisors with Samantha Russell (Ep. 116)

FMG Chief Evangelist Samantha Russell joins The Advisor Mentorship Podcast to explain how prospects are finding financial advisors through AI search – and what advisors need to do to show up.

FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners – Press Coverage

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.

Wealth Management Marketing Is in Its AI Era. Will Authenticity Be the Trade-Off?

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.

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.

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.

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.

FMG Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across

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, Will Rebrand as FMG Testimonials – Press Coverage

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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