Feinstein succeeds Christensen and joins from Salesforce while Mo Ayadi comes over from LPL as chief information officer.
Dave Christensen appointed CEO; Michelle Feinstein joins as chief product and strategy officer and Mo Ayadi joins as chief ...
Leadership shakeup adds former Salesforce and LPL executives to guide product, data and technology strategy for the advisor-focused platform.
FMG Suite, one of the largest marketing technology providers for independent financial advisors and insurance agents, announced Tuesday it has acquired Twenty Over Ten, a fast-growing digital ...
FMG, a SaaS company specializing in marketing content, automation and websites for advisors is now working with fintech firm Bento Engine to strengthen the advisor-client relationship. Processing ...
FMG Suite announced Twenty Over Ten's Samantha Russell as its new chief evangelist. When Twenty Over Ten finally blew the lid off news of its sale to competitor FMG Suite, many in the wealth ...
Feinstein succeeds Christensen and joins from Salesforce while Mo Ayaldi comes over from LPL as chief information officer.