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

  • March 12, 2025

    Social

    YMC TALKS: What’s Next for Next Gen Marketing?

    Panelist Jen Shapiro

    Senior Director of Global Content

    Panelist Miriam Raisner

    Global Head of iShares Brand

    Panelist Allison Wolf

    Invention+ Manager

    Moderator Kristin Mommers

    Global Director of Strategy

    New York

  • March 10, 2025

    Video

    Marketing Operations: Workflow Strategies that Work

    Panelist Lilly Raymond

    Head of Marketing Strategy, MarTech and Operations

    Panelist Franchesca Maddalena-Napp

    Executive Director, Head of Solutions Marketing

    Panelist Clare Reed

    Vice President, Marketing

    Moderator Murray Joslin

    EVP, Creative & Business Solutions

    Virtual

    Free Event

More Past Events

FCS News

  • Jan 10, 2025

    FCS RFK Marketing Summit 2025 Photo Galleries

    We invite you to relive the moments that made this year’s RFK Summit unforgettable. With over 500 photos capturing the energy, connections, and highlights, these galleries allow you to relive the memories and imagine the stories behind every snapshot. The galleries cover the Summit’s three days of Fireside Forums, the Sunday Welcome Reception, the Monday […]

    Stowe, Vermont

  • Jan 9, 2025

    Enrollment Period Extended for Members-Only Mentoring Program 2025

    With over 35 members already signing up for this year’s program, the FCS has decided to extend the enrollment period for our Members-Only Mentoring program. The new deadline is Friday, January 17th. Our sixth year of this successful initiative is shaping up to be a record-setter!  Our program matches mentees and mentors based on their […]

    National

  • Dec 17, 2024

    FCS Opens Enrollment for Members-Only Mentoring Program 2025

    The FCS is proud to announce the launch of our Members-Only Mentoring program for 2025. This will be our sixth year running this successful initiative.  Our program matches mentees and mentors based on their career goals and mentor experience and interests. Applications for both roles are open now and will close on January 17th (no exceptions). […]

    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