Media & Press Room

USA Financial Approves AI Platforms, Expands Access to Copilot and Claude

USA Financial announces the approval of Microsoft 365 Copilot and Claude AI, enhancing efficiency and security for financial advisors in their operations.

USA Financial Expands Fill-The-Room® Program to Offer Pre-Recorded “Always-On” Webinars

USA Financial expands its Fill-The-Room Event System with Always-On Webinars, offering advisors a flexible way to engage prospects through pre-recorded content.

USA Financial Enhances MarketingHQ with FMG’s AI-Powered Muse Content Generator

USA Financial enhances MarketingHQ with FMG’s Muse, an AI-driven content generator for financial advisors that ensures compliance and brand consistency.

Introducing “Social Bites,” a New Advisor‑Focused Marketing Program

USA Financial Introduces “Social Bites,” a New Advisor‑Focused Marketing Program Designed to Streamline Social Media Presence

USA Financial Exchange Partners with J.P. Morgan Asset Management to Deliver Direct Indexing Solution

USA Financial partners with J.P. Morgan Asset Management to offer direct indexing solutions, enhancing tax efficiency and wealth management strategies.

USA Financial Exchange Welcomes Scarecrow Trading to Platform with Launch of Two Innovative Strategies

USA Financial Exchange partners with Scarecrow Trading to launch two new strategies, enhancing advisors' ability to manage risk and pursue alpha.

USA Financial Formulas Announces New Strategy Offerings with Ned Davis Research

USA Financial announces a collaboration with Ned Davis Research (NDR) to offer three new investment strategies to financial advisors and their clients.

USA Financial Approves AI-Powered Lead Generation Platform FINNY

USA Financial partners with FINNY, an AI-powered lead gen platform designed to help advisors streamline client acquisition and enhance sales efficiency.

Navigating Growth in a Volatile Market: Insights from USA Financial's CMO

Mark Mersman joined The Wealth Advisor to share how financial advisors can move beyond reactive management to build intentional, scalable practices.

USA Financial Formulas Unveils New Buffered ETF Strategy

The new Buffered ETF strategy provides advisors and their clients with a different approach to managing risk.

Why USA Financial Exchange Chose Depth Over Scale

In a conversation with The Wealth Advisor, Kevin Roskam explains why the firm intentionally avoided the typical TAMP growth playbook.

USA Financial Partners with AcquireUp to Enhance Financial Advisor Seminar Marketing Program

USA Financial partners with AcquireUp to enhance seminar marketing for financial advisors, streamlining lead management and improving event success.

USA Financial Partners with AmeriLife

USA Financial partners with AmeriLife to enhance opportunities for independent financial professionals.