GTCR achève l'acquisition de FMG, la principale plateforme d'automatisation du marketing pour les conseillers financiers
La société exécute le partenariat Leaders Strategy™ avec l'ancien PDG de LPL Financial, Mark Casady, qui rejoint la société en tant que président exécutif Chicago, IL, 10 septembre 2025 - GTCR, une société de capital-investissement de premier plan, a annoncé aujourd'hui qu'elle avait conclu l'acquisition précédemment annoncée de FMG Suite (" FMG " ou " la société "), un fournisseur de premier plan de logiciels d'automatisation du marketing dirigés par des conseillers [...]
FMG remporte trois prix dans la catégorie Wealth Management 2025 Industry Awards
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
The Top 5 Advisor Marketing Questions
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.
GTCR acquiert FMG Suite auprès d'Aurora Capital Partners
Sous la propriété de GTCR, FMG développera ses capacités d'IA, élargira ses relations avec les entreprises et poursuivra l'innovation dans le front-office CHICAGO, IL, 29 juillet 2025 - GTCR, une société de capital-investissement de premier plan, a annoncé aujourd'hui qu'elle avait signé un accord définitif pour acquérir FMG Suite ("FMG" ou "la société"), l'un des plus grands fournisseurs de logiciels d'automatisation du marketing dirigés par des conseillers et utilisés [...]
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 ouvre la voie à l'innovation en matière d'IA avec de nouveaux outils pour aider les conseillers à commercialiser plus efficacement et à rationaliser la conformité.
Overwatch, Sidekick, and Muse facilitate compliance review, act as a personal assistant, and help advisors write custom marketing content, reinforcing FMG’s leadership in embedded AI solutions Gardena, CA, June 10, 2025 – FMG, a leading SaaS provider of marketing automation, content, and websites for financial advisors, today announced the rollout of three new AI-powered solutions: […]
FMG est finaliste dans trois catégories des Wealth Management 2025 Industry Awards
Gardena, CA, June 9, 2025 – FMG is honored to announce that we’ve been named a Finalist in the Wealth Management 2025 Industry Award (the “Wealthies”) in the following three Technology Provider categories: Chief Marketing Officer of the Year Susan Theder: She leads all aspects of FMG’s marketing, branding, and customer experience, empowering advisors with […]
FMG et Osaic étendent leur partenariat d'entreprise pour soutenir le marketing des conseillers à l'échelle de l'entreprise
Enhanced collaboration extends FMG’s ‘Do It For Me’ solution to Osaic’s 11,000 financial professionals Gardena, CA – June 3, 2025 – FMG, a leading SaaS marketing platform for financial advisors, today announced an expanded enterprise agreement with Osaic, one of the nation’s largest wealth management firms. The partnership extends FMG’s role as the technology engine […]
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.
