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Dans l'actualité

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

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.

Forget SEO: Here’s How Advisors Can Market Now

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 Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across

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.

Additional Media Mentions: FMG Appoints New Chief Revenue Officer

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.

FMG Appoints New Chief Revenue Officer to Accelerate Enterprise Expansion Across Wealth Management and Insurance

FMG, the industry leader in marketing automation software for financial advisors and advisory firms, today announced the appointment of Matt Newman as Chief Revenue Officer.

Q&A: FMG’s New CEO on Reimagining the Marketing Experience With AI

Wealth Management interviews FMG CEO Dave Christensen on leading a marketing technology platform in the AI era – from reimagining how advisors get found to what it means to operate as an AI-first company.

Opinion: How leading RIAs will use technology to solve organic growth woes

FMG Executive Chairman Mark Casady writes for Citywire on how leading RIAs are using advisor technology and AI to address the organic growth challenge – and why the firms building that infrastructure now will separate from the field.

A Marketing Blueprint For An AI World

FMG CMO Susan Theder writes for FA Magazine on the four pillars of a financial advisor marketing strategy built for the AI era – from AEO and visibility to client communication and authentic connection.

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.

FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials

FMG, the leading all-in-one marketing platform for wealth management enterprises, financial advisors and insurance professionals, today announced it has acquired Testimonial iQ, an online reputation management platform built specifically for the wealth management industry.

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.

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

FMG Suite nommé "Meilleur logiciel de distribution de médias sociaux" pour la deuxième année consécutive

Les MarTech Breakthrough Awards récompensent une société SaaS leader du secteur pour sa technologie de médias sociaux exceptionnelle

FMG Suite lance une application permettant aux professionnels de la finance d'engager leurs clients et prospects sur mobile

Le partage de contenu est désormais plus facile et plus rapide en déplacement grâce à la nouvelle application de la société SaaS leader du secteur

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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