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FMG Information Hub
Exclusively for Home Office Staff

This is your dedicated site for FMG product announcements, our latest customer communications, newsworthy updates, and more. All release updates are relevant to our enterprise partners and some may be applicable to customers with a selling agreement only. This resource is updated regularly, so please visit often. Note: the highlights here include what we think you will be most interested in but do not encompass every update.

New Release Highlights for Home Office

This section highlights FMG's newest releases and enhancements, summarized exclusively for home office staff. We hope these timely snapshots make it easy to find all the relevant information you need. We're committed to continuously enhancing our systems and tools to support you and your financial professionals. If you have any questions on the details provided here, please reach out to your FMG home office support contact.

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Latest Releases

See below for updates on our most recent releases. Click the link for more details.

 
To help address evolving cookie disclosure requirements across multiple U.S. states and jurisdictions, FMG is introducing a built-in cookie disclaimer banner for eligible users, including FMG website subscribers using the Developer Theme and Marketing Suite users with Landing Page access. The banner will appear on a user’s Website or Landing Page to notify visitors that cookies are in use and includes a link to the applicable cookie policy, providing a simpler way to support disclosure messaging without relying on third-party tools or custom solutions. The feature will be available by default unless your Home Office elects to opt out, and for participating firms, users will be able to enable it in their FMG admin under Website > Settings > Cookie Notification. If your firm would like to opt out of making this banner available on its FMG Websites or Landing Pages, please contact the Home Office Success team
 
This update is available for all users with access to FMG’s social media integration tools. We have added a new system notification email that alerts users when one or more previously active social media integrations become “Invalid” or “Expired.” To ensure users' social channels remain active and effective, we have reintroduced automated system notifications that alert users the moment a social media integration requires attention. For Home Offices utilizing branded system notifications, these emails will automatically inherit your existing enterprise branding.
 
All FMG Marketing Suite users with Event tool access now have a “Preview Confirmation Email” button in the Event Builder to see a real-time, read-only preview of the confirmation email sent after an RSVP. Previously, users could not view this email in advance. With this update, users can now clearly see how event details—such as title, date, and description—populate the confirmation email as they build the event.
 
This update is available to all users with access to FMG Event Tools. It introduces a dedicated Event Disclosures field, which provides a standardized location for firm-approved CPRA/CCPA privacy statements or legally required privacy and compliance disclosures at the event level. By keeping disclosures separate from the main event description, this update improves consistency, reduces risk, ensures clear visibility for registrants, and supports Compliance Admin review.
 
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Advisor-Facing Product Updates & Announcements

Find a summary of our customer-facing monthly product updates, releases, and enhancements linked below.

Home Office Advice and Answers from FMG

Find a library full of easy-to-search articles on product features for compliance and publisher users.

Turn on Your Contacts (9)
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10-Minute Marketing Calendar

We prepare a marketing calendar each month to help our customers take advantage of the FMG content we create. We've organized our new and recommended content into bucketed themes and recommendations for scheduling. 

Want to plan ahead?
Check out
next month's content calendar.


Recent Advisor Communications

Here's a sample of some of the most recent general FMG value-added customer communications. This does not encompass all communications customers may receive based on their specific products.

Webinars for Financial Professionals

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"Did You Know You Can...?"
Customer Engagement Webinars

Our "Did You Know You Can..." YouTube playlist compiles hidden gems, tips, and best practices driving advisor success on the platform. Check out our comprehensive library, and feel free to share it with advisors!

Thought Leadership Webinars

FMG's thought leaders are some of the best in the industry. We are passionate about keeping financial professionals in the know on the latest marketing trends out there. We invite you and your financial professionals to check out our fantastic repository of replays.

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In The News

Stay current with FMG’s press updates to featured publication articles on interesting thought leadership topics.

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Insights Blog  

Access our latest research and insights to help financial advisors execute extraordinary marketing and provide exceptional service.

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Strategic Partners

Check out FMG's strategic partnerships with service or technology providers that pair well with FMG's tools.  

Enterprise Training Resources

If your firm has an enterprise agreement with FMG, we offer helpful information and resources for both Marketing and Compliance home office staff.* Here's more information our enterprise partners can reference to learn more about their FMG home office tools.

Publisher Admin 

Find helpful information, advice, and solutions for Publisher Admins to assist in using the Publisher platform.

Compliance Admin

Find guides, tips and answers for home office compliance users to support with using the Compliance Admin.

*If you're not an enterprise customer but are interested in learning more about our enterprise offering,
contact FMG at enterprise.sales@fmgsuite.com. We offer a leading technology platform that can be fully customized to create a unique, value-added program for your advisors. 

Home Office Digital Marketing Kit

This digital Marketing Kit includes all the resources
you'll need to promote FMG with your advisors. 

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Expand Your Toolkit

Compliant Texting with MyRepChat

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If your firm has an enterprise agreement with FMG, we offer helpful information and resources for both Marketing and Compliance home office staff. Here's more information our enterprise partners can reference to learn more about their FMG home office tools.

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FINRA & SEC Compliant

Effortlessly monitor and retain all messages

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Rapid Enterprise Deployment

Average go-live in just 60 days 

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Seamless CRM Integration

Sync with major CRMs for centralized communication

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Proven Results & Management

50% increase in advisor adoption, 147% growth in texting volume

Enhance your firm's communication capabilities with a business texting solution built for the entire organization.

Contact us

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