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FMG Appoints New Chief Income Officer to Speed up Enterprise Growth Throughout Wealth Administration and Insurance coverage


Matt Newman has over 30 years of worldwide expertise rising and reworking companies and fintech companies, with management roles in gross sales, buyer success, product, and engineering

 

San Diego, CA, February 10, 2026 – FMG, the business chief in advertising and marketing automation software program for monetary advisors and advisory corporations, in the present day introduced the appointment of Matt Newman as Chief Income Officer. Newman will lead Gross sales, Buyer Success and Income Operations, to align the system from a consumer’s first contact to dialog and thru long-term development.

Scaling the Enterprise Income System

FMG operates two go-to-market manufacturers: FMG, serving Wealth Administration corporations and Company Revolution, serving Insurance coverage. As AI adjustments how purchasers uncover advisors and brokers, and the way corporations help advisor-level development, enterprise corporations now must consolidate distributors, cut back level answer sprawl and implement unified programs that permit for compliant and safe development with operational self-discipline.

“FMG has reached an essential inflection level as a platform powering natural development for enterprises and their advisors and brokers,” stated Dave Christensen, Chief Government Officer of FMG. “As we glance to our subsequent section, having the precise programs and alignment in place is essential to sustaining development at scale. Matt’s position strengthens execution throughout your complete income system, constructing on an already robust basis throughout the corporate.”

Deep Enterprise Management Expertise

Newman’s expertise and working self-discipline place the agency to additional develop its relationships with mid-to-large RIAs, wirehouses, banks, insurance coverage businesses, and regional and enterprise broker-dealers. He brings greater than 30 years of worldwide expertise rising and reworking companies and fintech companies, with management roles spanning gross sales, buyer success, product, and engineering.

Most not too long ago, he served as Chief Income Officer at Rumour, main income groups from 2021 by the corporate’s acquisition by Yext in 2024. Previous to Rumour, Newman was World Head of Gross sales and a member of the management crew at Institutional Shareholder Companies (ISS), serving to information the enterprise from its spin-off from MSCI in 2014 by its sale to Deutsche Börse in 2021. Earlier than that, he was with RiskMetrics.  Throughout his 17-year tenure at these corporations, Newman led product, buyer success and gross sales groups.

“I’m excited to hitch FMG at a second when enterprise corporations are beneath strain to ship measurable natural development with fewer distributors and a extra linked working mannequin,” Newman stated. “AI is elevating expectations for relevance, personalization, and velocity, whereas safety and compliance necessities stay excessive. My focus will probably be to align our go-to-market and buyer development system so enterprise corporations can equip their advisors and brokers to construct belief, be found, and convert relationships extra persistently.”

FMG is backed by GTCR and is leveraging its help to additional put money into AI platform capabilities, working programs and enterprise readiness to drive development for its clients.

Assembly the Second for Enterprise Natural Progress

Throughout wealth administration, natural development is turning into harder and requires extra sophistication, funding and assets. As search shifts towards AI-generated solutions, being discovered will more and more rely upon belief indicators, relevance, and constant engagement.

“At the moment, lots of corporations are caught with disconnected workflows that make it tough to measure or enhance natural development,” added Christensen, “They’re additionally beneath strain to make use of AI to streamline how they interact with clients. FMG’s focus is on unifying these programs so development turns into measurable and repeatable, whereas supporting centralized methods and empowering advisors to execute with AI in a compliant approach.”

About FMG

FMG is the main all-in-one advertising and marketing platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centric advertising and marketing that drives natural development. Trusted by greater than 80,000 advisors who collectively attain over 45 million buyers, roughly one in 4 buyers in the USA, FMG is persistently ranked primary in market share and buyer satisfaction within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Finest Advertising Automation Platform. Via its intuitive, centralized platform, FMG permits customers to handle web sites, electronic mail, social media, texting, occasions, blogs, movies, and extra, all from one place. By serving to corporations keep forward of evolving traits and implement advertising and marketing finest practices, FMG continues to set the usual for digital advertising and marketing within the wealth administration business.

Media Contact

Donald Cutler or Mitch Manning
Haven Tower Group
424 317 4864 or 424 317 4858
dcutler@haventower.com or mmanning@haventower.com

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