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 remodeling providers 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 automation software program for monetary advisors and advisory companies, immediately 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 companies and Company Revolution, serving Insurance coverage. As AI modifications how purchasers uncover advisors and brokers, and the way companies help advisor-level development, enterprise companies now have to consolidate distributors, scale back level resolution sprawl and implement unified methods that permit for compliant and safe development with operational self-discipline.

“FMG has reached an vital inflection level as a platform powering natural development for enterprises and their advisors and brokers,” mentioned Dave Christensen, Chief Government Officer of FMG. “As we glance to our subsequent part, having the suitable methods and alignment in place is important to sustaining development at scale. Matt’s function strengthens execution throughout your entire income system, constructing on an already sturdy basis throughout the corporate.”

Deep Enterprise Management Expertise

Newman’s expertise and working self-discipline place the agency to additional broaden 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 remodeling providers and fintech companies, with management roles spanning gross sales, buyer success, product, and engineering.

Most lately, 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 International Head of Gross sales and a member of the management group at Institutional Shareholder Providers (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 companies, Newman led product, buyer success and gross sales groups.

“I’m excited to hitch FMG at a second when enterprise companies are underneath stress to ship measurable natural development with fewer distributors and a extra related working mannequin,” Newman mentioned. “AI is elevating expectations for relevance, personalization, and pace, whereas safety and compliance necessities stay excessive. My focus can be to align our go-to-market and buyer development system so enterprise companies 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 methods and enterprise readiness to drive development for its clients.

Assembly the Second for Enterprise Natural Progress

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

“Right this moment, plenty of companies are caught with disconnected workflows that make it troublesome to measure or enhance natural development,” added Christensen, “They’re additionally underneath stress to make use of AI to streamline how they have interaction with clients. FMG’s focus is on unifying these methods so development turns into measurable and repeatable, whereas supporting centralized methods and empowering advisors to execute with AI in a compliant manner.”

About FMG

FMG is the main all-in-one advertising platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centric advertising 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 Greatest Advertising Automation Platform. By means of its intuitive, centralized platform, FMG allows customers to handle web sites, e mail, social media, texting, occasions, blogs, movies, and extra, all from one place. By serving to companies keep forward of evolving tendencies and implement advertising finest practices, FMG continues to set the usual for digital advertising 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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