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FMG Expands Board as Platform Surpasses 80,000 Financial Professionals

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.

The Advisor’s Edge in an AI World

Susan Theder explores how AI-generated financial advice strengthens advisors' value by making their personalized guidance visibly different from generic algorithm outputs.

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.

Additional Media Mentions: FMG’s Marketing Intelligence System

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.

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.

The Advisor’s Edge in an AI World

Susan Theder explores how AI-generated financial advice strengthens advisors' value by making their personalized guidance visibly different from generic algorithm outputs.

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.

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.

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.

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.

Organic Growth Is Coming Out from Under M&A’s Shadow

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.

I Asked an AI to Find Me a Financial Advisor

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.

Wealth Management Has a Last Mile Problem

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.

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.

FMG est finaliste dans trois catégories des Wealth Management 2025 Industry Awards

FMG et Osaic étendent leur partenariat d'entreprise pour soutenir le marketing des conseillers à l'échelle de l'entreprise

FMG se classe au premier rang des multiples solutions de marketing numérique dans l'enquête T3/Inside Information 2025

FMG reçoit le prix "Top Workplaces" décerné par USA Today pour la troisième année consécutive

FMG lance son premier guide de marketing 2025 pour les conseillers financiers, ouvrant de nouvelles voies à la croissance organique

FMG élargit sa gamme de produits avec une toute nouvelle édition commerciale de sa suite marketing primée

FMG reçoit la certification SOC 2 Type 1, renforçant ainsi la sécurité de ses clients

FMG reçoit le prix "Top Workplaces" décerné par USA Today pour la deuxième année consécutive

La société SaaS reçoit le prix du meilleur lieu de travail du pays décerné par le Leading Employer Recognition Program pour la deuxième année consécutive

FMG nommé "Best Overall Fintech Software" dans le cadre des 2024 FinTech Breakthrough Awards

Des prix internationaux prestigieux récompensent un produit de technologie financière exceptionnel

Additional Media Mentions: FMG Acquires Testimonial iQ

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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