Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman Chicago, IL, September 10, 2025 – GTCR,
FMG is honored to announce that we’ve been named the Winner of the Wealth Management 2025 Industry Award (the “Wealthies”)
Under GTCR’s ownership, FMG will expand AI capabilities, scale enterprise relationships and pursue front-office innovation CHICAGO, IL, July 29, 2025 – GTCR, a leading private
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
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
FMG is honored to announce that we’ve been recognized as the top provider in three key categories of the 2025 T3/Inside Information Technology Survey: Digital
Gardena, CA, March 20, 2025 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been
Comprehensive resource provides financial advisors with practical blueprints across five essential marketing pillars to drive business growth. Gardena, CA, December 11, 2024 — FMG, a
Specifically Designed for Mid-Market RIAs, Banks, and Credit Unions to Streamline Advisor Marketing Efforts and Drive Growth Gardena, CA, July 23, 2024 /PRNewswire/ — FMG
Gardena, CA, July 9, 2024 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, is proud to
