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 14, 2023

    Social

    SOLD OUT: FCS NY Rangers Game Night

    FCS New York is excited to host our 7th Annual New York Rangers Game Night. The action takes place on Tuesday, March 14th, as the Rangers face off against the Washington Capitals. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors open at 6:00pm for food […]

    New York

  • February 22, 2023

    Breakfast

    “Institutional Investors and The Next Market Cycle”

    Guest Speaker David Partain

    Global Chief Marketing Officer

    Presenter Jill Arthur

    SVP Managing Director

    Presenter Joe Soriano

    VP, Group Media Director

    Presenter / Interviewer Jim Gardner

    Senior Director of Intelligence

    Chicago

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 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