Knowledge Center

Members and our industry colleagues are encouraged to stay up to date on FCS news and recaps of our events on this page. You’ll also find links to audio / video recordings whenever they’re available for all audiences. If you’re interested in sharing proprietary research and relevant insights with our financial marketing and media audience, please contact FCS CEO Kevin Windorf ([email protected]).

Past Events

  • September 25, 2024

    Recap

    Wealth Management: Elite Marketing to Elite Clients

    Panelist Wendeline Dill

    Head of Advisor & Field Marketing

    Panelist Patty Quinn McAuley, CFP®

    SVP, Head of Marketing

    Panelist Melissa Brandt

    VP, Annuity & Investment Mgmt. Marketing

    Presenter/Moderator Meredith Lloyd Rice

    Vice President

    Philadelphia

  • September 24, 2024

    Recap

    Generative AI Tipping Point

    Guest Speaker Cory McCruden

    Managing Director, Wealth and Asset Management

    Interviewer Lananh Nguyen

    U.S. Finance Editor

    New York

More Past Events

FCS News

  • Sep 20, 2024

    Call for Nominations: FCS Financial Marketer of the Year Award

    The FCS has today opened the call for nominations for the 19th Annual FCS Financial Marketer of the Year (FMY) Award. This prestigious Award recognizes innovation, creativity and impact in the financial services / fintech marketplace, and rewards the marketer and the marketing leader responsible. The 2024 Award will celebrate a strong marketer and its […]

    National

  • Sep 4, 2024

    New FCS Board Directors Announced

    The FCS has announced the addition of four new Board Directors. We are proud to welcome Max Alex of Mizuho Americas, Greg Clunies of Ameriprise Financial, Chris Konowitz of Hearst Magazines, and Patty Sachs of Publicis to the Board. The full FCS leadership team can be seen here. We’d also like to thank three Directors […]

    National

  • Sep 4, 2024

    FCS Reaffirms Membership Pricing & Tiers thru 2025

    With the start of our new fiscal year, the FCS has confirmed that the current membership pricing structure will remain in place through the remainder of 2024 and all of calendar year 2025. Corporate Membership We offer three tiers for Corporate Membership ($5,000; $7,500; $10,000); each level covers an unlimited number of employees. [Note: employees […]

    National

More FCS news

Industry Insights

  • Jan 31, 2023

    2023 Predictions: Advancing the Advisor and Client Experience

    by Janet King, Vice President Research & Content Solutions, Arizent As current and past crises have taught us, predicting the future is not easy but anticipating trends is critical to building a resilient business. To help firms plan for the year ahead, Financial Planning recently conducted a survey among 362 wealth management professionals to predict […]

    New York

  • Jan 25, 2023

    Reaching Financial Advisors in a noisy media landscape

    Ptarmigan Media recently conducted an in-depth analysis of five industry sources, proprietary benchmarks, and data from four leading publishers in the financial services space to identify key themes affecting the Financial Advisor (FA) audience. The objective was to identify steps that brands can take to future-proof media plans going into 2023. Key takeaways include: The […]

    New York

  • Jan 19, 2023

    ServiceNow’s John Almeida featured at FCS RFK Marketing Summit 2023

    This year’s Summit kicked off with a Sunday night Fireside Forum, where a special report, 2023 Predictions, from Financial Planning, was co-presented by Janet King, VP Research & Content Solutions at Arizent, and John Almeida, Global Head of Wealth & Asset Management at ServiceNow. Afterwards, FCS CEO Kevin Windorf approached John and asked him to […]

    New York