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Dans l'actualité

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

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.

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

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.

Using Tax Season In Your Marketing

Tax season isn’t just about compliance and paperwork—it’s a great opportunity to attract, engage and convert prospects into clients. Tax guidance is a top interest for people seeking financial help—in fact, according to Edelman Financial Engines’ 2024 “Everyday Wealth in America” report, people are even more interested in the subject now than they were last year.

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

The New Search Engine Rules

In the ever-evolving digital landscape, advisors who want to stay ahead of the marketing game must adapt to the new ways consumers are discovering businesses and information online.  Artificial intelligence is transforming people’s hunt for information, yet many advisors aren’t sure how to take advantage of these changes in consumer behavior.

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.

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.

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.

How To Be Found In An AI World

When a prospect asks ChatGPT, “Who’s the best financial advisor near me?” what is it that determines whether your firm shows up in the search results? You might be surprised to hear that it’s not your website content or paid ads. It’s your reviews.

5 Ways To Talk To Clients About The One Big Beautiful Bill Act

The One Big Beautiful Bill Act is creating waves—and confusion—for your clients. The news coverage often highlights urgency, the fine print feels overwhelming, and many want to know how it will affect them directly.

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

FMG Suite récompensée pour ses initiatives en matière d'IED dans le cadre des prix de l'industrie 2021 de WealthManagement.Com

La société SaaS, leader du secteur, récompensée pour son action en faveur de l'équité raciale

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.

FMG Expands Internal Use of AI to Better Serve Advisors and Enterprise Partners – Press Coverage

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.

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.

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.

FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials – Press Coverage

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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