June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates the benefits that modern technology conveys upon financial advisory firms who use it correctly. Fidelity has now released new findings on the use of technology by financial advisors in the Fidelity 2016 eAdvisor Study. In this study, Fidelity found that since it first identified a subset of tech-savvy advisors — dubbed " eAdvisors " — in its 2014 study, the number of advisors capitalizing on technology solutions has increased by 10 percentage points, from 30 percent of the advisor population in 2014 to 40 percent in 2016.
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March 24, 2017

Financial Media Exchange Enters Into Definitive Agreement to Acquire Assets of AdviceIQ

Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, today announced that it has entered into a definitive agreement to acquire the assets of AdviceIQ ("AIQ") from AIQ LLC. The acquisition of AdviceIQ's library of content and access to its network of advisors will significantly enhance FMeX's presence and strengthen its relationships in the wealth management community.
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March 9, 2017

Financial Media Exchange Brings Harvest Content to Its Sales Enablement Offering

Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, today announced a partnership with Harvest Exchange ("Harvest"). Harvest, a digital distribution and behavioral data platform for the financial services industry, joins content partners like Morningstar, Kiplinger and Liberty Publishing in contributing to FMeX.
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February 16, 2017

FMeX Brings Kiplinger Content to Its Library

Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, announced today that it added content from Kiplinger — thereby allowing clients to access Kiplinger's robust materials that focus on today's most relevant financial planning concepts and strategies.
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January 23, 2017

Cambridge Selects Financial Media Exchange

Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, announced today that Cambridge Investment Research, Inc. (Cambridge) has signed on as a new enterprise client. FMeX will private-label its platform and expects to offer its content and technology to over 3,000 independent financial advisors by 4Q2016.
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September 8, 2016

FMeX Joins TD Ameritrade Institutional Affinity Program

Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, announced today that it has been selected to enter TD Ameritrade Institutional Affinity Services Program. As part of this program, FMeX's Content Library and Sales Enablement Technology will be available to the more than 5,000 independent registered investment advisors ("RIAs") using TD Ameritrade Institutional as a custodian.
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August 18, 2016

Redtail and FMeX Simplify the Marketing Process for Financial Advisors

In March of 2016, when I reviewed FMeX (Financial Media Exchange) in "A Fresh, and Cheap(er) Approach to Digital Marketing," my first impressions of the platform's feature set and pricing were quite positive."
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August 18, 2016

FMeX Brings Morningstar Content to Its Library

Morningstar's Financial Communications Materials Integrated into the FMeX Sales Enablement Technology.
PLYMOUTH, Mass., Aug. 18, 2016 /PRNewswire/ -- Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, announced today that it added Morningstar's Financial Communications Content to its product offering – thereby allowing users to access Morningstar's robust materials that focus on today's most relevant investment concepts and strategies.
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August 1, 2016

FMeX Brings ETF GLobal Content to Its Library

ETF Global's Data & Research to be integrated intoFMeX's Sales Enablement Technology.
PLYMOUTH, Mass., Aug. 1, 2016 /PRNewswire/ -- Financial Media Exchange (FMeX), the world?s largest content library built exclusively for the financial services industry, announced today that it has added ETF Global?s proprietary ETF ratings, analytics and educational offerings for Exchange-Traded-Productsto its platform ?thereby allowing users to access ETF Global?s robust researchthat focuseson today?s most relevant investment product, concepts and strategies.
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July 13, 2016

Industry Expert Michael Crines Joins FMeX Executive Committee

PRNewswire -- Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, announced today that Michael Crines joined its Executive Team as Managing Director. In this newly created role, Crines will be responsible for all institutional Sales and will sit on the firm's Executive Committee.
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March 7, 2016

A Fresh, and Cheap(er) Approach to Digital Marketing

by Joel Bruckenstein

Content marketing for advisors has changed quite a bit since the mid-1990s when I first became involved in personal financial planning.

Back then, many advisors contracted with a firm to private label a canned printed newsletter, which the provider would address and mail to the advisor’s list for an additional fee. The alternative was to have the newsletters bulk shipped to the advisor’s office, where they would be addressed and mailed.
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February 12, 2016

Top Tips for Financial Advisors Looking to Better

Here are some tips that will not only prepare you in advance of stock market events, but will also help you find more clients.
by Ric McConkey and Brian Cleary.

In late August 2015, Wall Street suffered a major loss with the Dow opening 1,000 points down. The ripple effect was felt far and wide - and caused widespread concern for anyone with money in the stock market. For most people, understanding the scope of the day’s impact was not immediate. Sure, there was coverage on the news and articles in the newspaper, but the direct effect on their finances was unclear – was their 401K depleted? Was their investment account salvageable? Would they be able to retire in 10 years as planned?..
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September 30, 2015

FMeX Mentioned in riabiz.com article

...While the exhibit hall was still populated by stalwarts of active management ? American Funds, T. Rowe Price, Jensen Investment Management and Westcore Funds ? the conference had a larger tech representation, at least in number if not booth size. Some examples include RIA in a Box (Compliance Technology), GuideVine Technologies Inc. and FMeX (Financial Media Exchange LLC).
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September 26, 2015

FMeX Launches

FMeX has developed a marketing content platform that provides technology aggregation, content curation and distribution suitable for the financial services industry. We provide access to all relevant content for investment professionals combined with content governance and compliance requirements of the industry with the need to achieve distribution channel connectivity.

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