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 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.
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.
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, 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 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.
ThinkAdvisor spoke with FMG Chief Evangelist Samantha Russell on why traditional SEO is losing ground to AI search – and the practical steps advisors can take to get recommended by AI tools.
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.
