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

  • January 8, 2023

    Summit

    FCS RFK Marketing Summit 2023

    The Lodge at Spruce Peak in Stowe, Vermont, will once again welcome the FCS community for our annual Summit, bringing together financial marketing, communications and media professionals for three days of business content while raising money for three wonderful children’s charities. Join us on Sunday, January 8 through Wednesday, January 11 for the FCS RFK […]

    Stowe, Vermont

  • December 13, 2022

    Social

    FCS New York Holiday Spectacular

    Celebrating A Year of Community & Giving! Following a triumphant year that saw the return to regular in-person events, FCS New York is eager to get together and celebrate our wonderful community of financial marketing, communications and media professionals — and to do it in a spectacular way! Join us for this celebration on Tuesday, […]

    New York

FCS News

  • 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

  • Dec 28, 2022

    FCS Year in Review: 2022

    How do you measure a successful year? First and foremost, the FCS is a community. We measure success by how we connect people to each other. Across the country, financial marketing, communications and media professionals bring to life our mission of Community, Education and Philanthropy with their membership, sponsorship, and engagement through our in-person and […]

    New York; Virtual

  • Dec 28, 2022

    FCS Mentoring Program in full swing

    Season 4 of the successful FCS Mentoring Program launched at the beginning of December 2022, as 24 FCS & YMC Members were paired in mentor-mentee relationships based on areas of interest and areas of expertise. Through 2023, the pairs will meet on their own at least monthly for hourlong personal conversations that touch on topics […]

    New York; Virtual

Industry Insights

  • 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

  • Sep 13, 2022

    How big is the impact of the end of cookies on marketing attribution

    This article was provided by Andrew Chesney of FCS Corporate Member Fundamental Media. Research by Alphix Solutions and Fundamental Media reveals the scale of the problem and why marketers should act now Key points: From 2023, third-party cookies will no longer be supported by browsers, which will also affect first-party cookies The impact of this […]

    Boston