Marketing software firm FMG Suite has made content marketing and digital prospecting for advisers pocket-sized with the launch of its new mobile app that is available for iOS and Android. FMG Suite announced Tuesday that the roughly 14,000 users on ...

This month’s edition kicks off with the big news that Zoe Financial has raised a $10 million Series A round to accelerate its lead generation service for advisers, as the pandemic hastens the consumer shift away from finding a local ...