February 18, 2021

FMeX Introduces Company Spotlight Series

The world is forever changing. Just in the last 12 months, we have witnessed global stock markets hitting new highs, a pandemic-induced bear market, a work-from home movement, social unrest, unprecedented government stimulus, increased political divisiveness and a band of activist-traders taking on Wall Street’s biggest hedge funds (and winning, for now).

Throughout all of this, your clients are incessantly bombarded with information – some relevant, most not. And a lot of it is simply wrong.

In today’s environment, how do you engage your clients in conversation, whether on the phone, over text, through email or in-person? What content can you provide that leads to real engagement? The FMeX Company Spotlight series brings you another way to engage your clients and prospects. When used in collaboration with our daily articles, our 15 different newsletters and our huge library of thousands of financial articles, you can deliver custom content that your clients will want to read, when they want to read it and where they want to read it.

Check out the first company in the Spotlight series: Amazon. We are sure your clients will appreciate learning things they may not have known – and you will have fostered true client engagement.

November 1, 2020

AltaStreet Financial Websites choose Financial Media Exchange as Content Partner.

AltaStreet Financial Websites choose Financial Media Exchange as Content Partner.

AltaStreet, a leading provider of advisor-centric technology solutions including custom website design, custom back end development and automation technology for financial services companies will introduce FMeX as a content option for advisor to enhance their websites with Market Commentaries, Editorials, Infographs and Newsletters.

“At AltaStreet, we approach work with our clients through a lens of true discovery in an effort to uncover stumbling blocks and obstacles our clients face when using the Internet to market their business, generate leads, acquire clients and add revenue to the bottom line,” said Dan Stark, director of Business Development at AltaStreet. “The technology solutions, coupled with the breathe of FMeX’s content offer a significantly improvement maintaining a website's relevant and ultimately help our clients thrive in the digital world.”

AltaStreet is an industry leader in the custom website design space, specializing in design, development, SEO, branding and logo design. The company’s programming skills can support a range of needs, including social networking tools, shopping carts and payment gateways, with the proprietary tools for supporting compliance needs.

April 23, 2018

LPL Adds FMeX to Vendor Affinity Program

Financial Media Exchange has been added to LPL Financial’s Vendor Affinity Program, according to an announcement. The curated network of third-party vendors is selected “based on advisor demand” and offers services to LPL advisors at discounted prices.

LPL now has 73 vendors in its program, according to company spokesperson Rachel White.

Financial Media Exchange offers the world’s largest content library built exclusively for the financial planning industry on robust sales-enablement technology. With content from industry experts like Morningstar, Kiplinger, AdviceIQ and Audible. FMeX brings financial planners thousands upon thousands of pieces of unique content that is timely, relevant and can be personalized.

FMeX publishes new content every day and enables financial planners to quickly send branded content from their phone, desktop or tablet to where clients are – LinkedIn, Facebook, Twitter, and supporting their personal brand via email, websites, blogs and daily, monthly and quarterly newsletters.

October 17, 2017

eMoney Advisor Selects Financial Media Exchange

FMeX Content will be integrated with eMoney’s Advisor Branded Marketing Program

Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, recently began a relationship with eMoney Advisor, a leading interactive financial technology company that serves 75,000 clients, including some of the nation’s largest RIAs, banks, and financial institutions. eMoney will be licensing FMeX’s content library and offering this content to its Advisor Branded Marketing subscribers in addition to the digital marketing resources and investor-facing content eMoney already creates in house.

Advisor Branded Marketing is eMoney’s new digital marketing solution providing financial advisors and firms with multimedia content needed to execute marketing campaigns that attract, nurture, convert, and retain clients – built right into the eMoney platform.

According to Ric McConkey, founder and Chief Executive Officer of FMeX, “eMoney is dedicated to serving the industry’s leading financial advisors, firms and enterprises and arming them with the most innovative tools so that they can best serve clients. We are humbled that they selected FMeX to be their content partner.”

FMeX was built by industry veterans with a single goal of helping financial advisors increase sales. Pioneering Content-As-A-Service, FMeX provides access to an organized, searchable and customizable content library and is powered by sales technology for the future – all to help transform the way financial professionals connect with clients and win more customers.

“According to eMoney’s latest research, 86 percent of advisors say they need help improving their marketing efforts, which is why eMoney developed Advisor Branded Marketing,” says Rachel Eccles, Interim Co-head of Marketing at eMoney. “Now, with Advisor Branded Marketing, advisors can leverage targeted marketing campaigns and relevant content to educate prospects and build deeper relationships clients. Along with creating content in-house, we’re pleased to partner with FMeX to offer Advisor Branded Marketing users more than 2,000 pieces of diverse content.”

August 16, 2017

Financial Media Exchange Partners with Audible

Financial Media Exchange Partners with Audible to Bring Spoken Audio to Its Content Library
FMeX continues to enhance its digital marketing technology with industry leading authors

Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it will partner with Audible, Inc. – an Amazon company – to develop an audible practice management offering for financial professionals.

Audible is the world’s leading seller and producer of downloadable audiobooks and other spoken audio entertainment, information and educational programming, with over 2 billion hours downloaded in 2016. Audible joins FMeX’s growing list of content partners, including Morningstar, Kiplinger, AdviceIQ and Liberty Publishing.

We are thrilled at the idea of combining the thoughtful, sound-rich experiences from Audible with our sales enablement technology to produce truly meaningful content engagement for our network of advisors and their clients,” said Ric McConkey, chief executive officer of FMeX. “Audible brings hundreds of thousands of pieces of engaging content along with more than 100 patents to the FMeX offering and we are thrilled to bring them to the entire financial services industry.”

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).

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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