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.
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.
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.
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.
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.
