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Choreo Launches New Digital Marketing Platform Supporting Advisor Growth with FMG

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The Parthenon Capital-backed independent RIA Choreo, which formerly operated as RSM US Wealth Management LLC, has partnered with San Diego-based FMG to launch a...
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TIFIN and ETFMG announce expanded partnership to promote thematic ETFs to active investors and...

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BOULDER & NEW YORK, Aug 18th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor...

Q&A: Wealth Management Marketing Leader Susan Theder Joins FMG Suite

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he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms.  And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.
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FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC...

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FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.
Press Release 2

FMG Suite Announces Strategic Acquisition of Twenty Over Ten

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FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals.

Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

FINTECH VIEWS: Digital Marketing Best Practices for Financial Advisors

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Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...

Advisor Tech Talk (Week of 11/21/23)

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In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

DWN Publisher Notes For 10/31/23

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Friends, our CEO mentioned that he's researching DWN for historical info for his content this week.  We love being the resource you can use for delving into digital wealth - past, present & future. READ UP!

Advisor Tech Talk (Week of 9/18/23)

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This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...