Front Page Insights from Our Experts
As Featured In
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.
Read More
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.
Read More
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 ...
Read More
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 ...
Read More
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 ...
Read More
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 ...
Read More
