FMG Acquires Testimonial iQ, Will Rebrand as FMG Testimonials
Expanded Platform Will Empower Advisors to Drive Organic Growth with Compliant Testimonials and Answer Engine Optimization San Diego, CA, February 4, 2026 – 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 […]
FMG Announces Executive Leadership Appointments to Accelerate Growth and Innovation
Dave Christensen appointed Chief Executive Officer Michelle Feinstein joins as Chief Product and Strategy Officer and Mo Ayadi joins as Chief Information Officer Appointments reflect FMG’s commitment to advancing its leading position supporting advisors and marketing teams across wealth and insurance San Diego, CA — FMG, the industry leader in marketing automation software for financial […]
GTCR to Acquire FMG Suite from Aurora Capital Partners
Under GTCR’s ownership, FMG will expand AI capabilities, scale enterprise relationships and pursue front-office innovation CHICAGO, IL, July 29, 2025 – GTCR, a leading private equity firm, announced today that it has signed a definitive agreement to acquire FMG Suite (“FMG” or “the Company”), one of the largest providers of advisor-led marketing automation software used […]
FMG Leads the Way in AI Innovation with New Tools to Help Advisors Market More Efficiently and Streamline Compliance
Overwatch, Sidekick, and Muse facilitate compliance review, act as a personal assistant, and help advisors write custom marketing content, reinforcing FMG’s leadership in embedded AI solutions San Diego, CA, June 10, 2025 – FMG, a leading SaaS provider of marketing automation, content, and websites for financial advisors, today announced the rollout of three new AI-powered […]
FMG is Named a Finalist in Three Wealth Management 2025 Industry Awards Categories
San Diego, CA, June 9, 2025 – FMG is honored to announce that we’ve been named a Finalist in the Wealth Management 2025 Industry Award (the “Wealthies”) in the following three Technology Provider categories: Chief Marketing Officer of the Year Susan Theder: She leads all aspects of FMG’s marketing, branding, and customer experience, empowering advisors […]
FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support
Enhanced collaboration extends FMG’s ‘Do It For Me’ solution to Osaic’s 11,000 financial professionals San Diego, CA – June 3, 2025 – FMG, a leading SaaS marketing platform for financial advisors, today announced an expanded enterprise agreement with Osaic, one of the nation’s largest wealth management firms. The partnership extends FMG’s role as the technology […]
FMG Ranked #1 in Multiple Digital Marketing Solutions in 2025 T3/Inside Information Survey
FMG is honored to announce that we’ve been recognized as the top provider in three key categories of the 2025 T3/Inside Information Technology Survey: Digital Marketing Tools – Lead Capture Digital Marketing Tools – Content Social Media/Text Archiving Tools This recognition is particularly meaningful because it reflects the opinions of financial advisors who use our […]
FMG Receives Top Workplaces Award as Featured in USA Today for the Third Consecutive Year
SAN DIEGO, CALIF., March 20, 2025 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized for the third year in a row as one of the top mid-size workplaces in the nation by Top Workplaces Awards, as featured in USA Today. Top Workplaces […]
FMG Launches Inaugural 2025 Marketing Guide for Financial Advisors, Unlocking New Pathways to Organic Growth
Comprehensive resource provides financial advisors with practical blueprints across five essential marketing pillars to drive business growth. SAN DIEGO, December 11, 2024 — FMG, a leading SaaS company specializing in marketing content, automation, and websites for financial advisors, today announced the release of its inaugural 2025 Marketing Guide for Financial Advisors. This comprehensive resource transforms […]
How To Handle Clients’ Election Anxiety
Understanding Election Anxiety and Its Impact on Clients As a financial advisor, you may find that clients become increasingly anxious about market volatility during election seasons. While it’s not necessary to constantly discuss elections, having effective communication strategies in place can help ease client worries and reinforce their confidence in your guidance. Here are five […]
