FMG Suite
S'inscrire
Consultation de 20 minutes
S'inscrire
Consultation de 20 minutes
FMG Suite

Dans l'actualité

Restez au courant des dernières annonces, des idées et des nouvelles de l'entreprise.

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.

Financial Advisors Digital Marketing Platforms that Enable Sustained Organic Growth

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.

AI Washing: What It Is And How Advisors Can Spot It

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.

How Clients Are Finding Advisors In An AI-Driven World

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.

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.

FMG Earns Top Workplaces National Award for the Fourth Consecutive Year

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.

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.

5 Financial Advisor Content Ideas Your Clients Want To Hear About This Summer

Five summer content ideas for advisors: supporting adult children, windfalls, Trump Accounts, mid-year reviews, and college planning. Stay visible while competitors go quiet.

Are You Invisible To AI? Run This Audit To Find Out

Test your AI visibility using ChatGPT, Claude, and Perplexity. Samantha Russell explains how to audit why prospects aren't finding you and four critical gaps holding you back.

Some Advisors Are Already Showing Up In AI Search. Here’s Why

Learn Answer Engine Optimization: the 6 factors AI systems use to cite advisors. Get your firm visible in ChatGPT, Claude, and other AI search tools.

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.

Adapt or disappear: AI search is rapidly changing the referral game

New research shows nearly 1 in 4 wealthy investors use AI to find advisors. Here's what advisors must do now to be discoverable.

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.

FMG reçoit le prix "Top Workplaces" du San Diego Union-Tribune

L'entreprise SaaS est reconnue comme l'un des meilleurs lieux de travail par le principal programme de reconnaissance des employeurs du pays.

Choreo s'associe à FMG pour lancer Canvas, une nouvelle plateforme de marketing numérique destinée à soutenir la croissance des conseillers financiers

Cette nouvelle offre permettra aux conseillers d'automatiser leurs efforts de marketing et de communication numériques afin d'attirer de nouveaux clients et d'accroître l'engagement de leurs clients existants.

Conneqtor s'associe à FMG pour faciliter la mise en œuvre des meilleures pratiques de marketing éprouvées dans les entreprises de conseillers indépendants

Les chefs de file de l'industrie s'unissent pour stimuler la croissance des conseillers en s'appuyant sur le programme de formation éprouvé de Conneqtor et sur la plateforme technologique de marketing facile à utiliser et tout-en-un de FMG.

FMG remporte les catégories "Automatisation du marketing" et "Leadership en matière de médias sociaux" lors des 2022 WealthManagement Industry Awards

Le fournisseur de technologies de marketing remporte deux catégories dans le cadre du prestigieux programme de récompenses de l'industrie.

FMG prend une position de leader dans les capacités d'intelligence artificielle grâce à l'acquisition de Vestorly

L'accord élargit les capacités d'intelligence artificielle (IA) de la plateforme de marketing tout-en-un afin d'améliorer les opportunités de marketing pour les professionnels de la finance modernes.

FMG Suite devient FMG et annonce de nouvelles offres pour les conseillers financiers

La nouvelle marque reflète l'impact cumulé de ses acquisitions, de son leadership en matière de réflexion et de l'amélioration de ses nouveaux produits.

FMG Suite nommée "Meilleure application mobile Fintech" dans le cadre du programme 2022 Fintech Awards Breakthrough Awards

Des prix internationaux prestigieux récompensent des produits et des entreprises de technologie financière exceptionnels

FMG Suite renforce son leadership dans le secteur en nommant Susan Theder au poste de directrice du marketing et de l'expérience.

La société souligne son engagement à être le meilleur fournisseur de solutions de marketing numérique pour les professionnels de la finance et de l'assurance afin d'accélérer leur croissance.

FMG Suite s'associe à LPL pour offrir une expérience de conformité en un seul clic, améliorant ainsi la capacité des conseillers financiers à mener un marketing numérique évolutif et efficace.

Les capacités élargies permettent aux conseillers de soumettre des e-mails, des contenus sociaux, des sites web et d'autres contenus directement à partir de la plateforme marketing de pointe de FMG Suite et de sa nouvelle application mobile.

FMG Suite récompensée dans trois catégories par la première promotion des Luminaires de 2021 de ThinkAdvisor

La société SaaS récompensée pour la diversité et l'inclusion, le leadership éclairé et la formation des individus, et le leadership éclairé et la formation des plates-formes Fintech/TAMP

Additional Media Mentions: FMG Strengthens Leadership Team to Scale AI and Enterprise Growth

FMG adds four senior leaders – spanning AI strategy, customer success, and enterprise sales – to accelerate its next phase of growth.

Additional Media Mentions: FMG Launches Institutional Intelligence to Power Advisor Growth

FMG debuts Institutional Intelligence with Wealth.com as founding partner, embedding expert content into advisor marketing workflows.

Additional Media Mentions: Board Expands and Platform Surpasses 80,000 Financial Professionals

FMG appoints four board directors and observers as the platform surpasses 80,000 financial professionals. Leadership brings expertise in fintech, AI, insurance, and enterprise governance.

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.

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.

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.

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.

Financial Advisors Digital Marketing Platforms that Enable Sustained Organic Growth

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.

AI Washing: What It Is And How Advisors Can Spot It

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.

Book a call to get your exclusive summer offer

Close the CTA

Formulaire de renseignements personnels

Formulaire de renseignements personnels

[contact-form-7 id="13275" title="Contact form 1"]
FMG Suite
Powered by GDPR Cookie Compliance
Vue d'ensemble de la protection de la vie privée

Ce site web utilise des cookies afin de vous offrir la meilleure expérience utilisateur possible. Les informations contenues dans les cookies sont stockées dans votre navigateur et remplissent des fonctions telles que vous reconnaître lorsque vous revenez sur notre site web et aider notre équipe à comprendre quelles sont les sections du site web que vous trouvez les plus intéressantes et les plus utiles.