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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.

 These updates represent a coordinated enhancement to FMG’s Events tools, designed to improve how events are promoted, managed, and reported—while adding system-level safeguards that support advisor workflows, compliance consistency, and scalability across firms. Enhancements are available to users with access to the Event Builder and event promotional tools; availability varies by subscription configuration and enabled features.
 

Acquisition Announcement: Testimonial IQ → FMG Testimonials - 2/4/26
FMG has acquired Testimonial iQ, now offered as FMG Testimonials — a testimonial and review management platform built specifically for regulated wealth management firms.
FMG Testimonials was designed to help advisors request reviews and referrals in a systematic, compliant way, while giving Home Offices a scalable framework for defining, enforcing, and overseeing how testimonials are collected, reviewed, and displayed.
For advisors to use FMG Testimonials, it must be approved by the home office. There is no additional cost for Home Offices to use the compliance dashboard.  Simply reach out to homeofficesuccess@fmgsuite.com if you are interested in approving the platform.

Requested Feature Update: Scheduled Content Visibility - 2/3/26
This upcoming enhancement to the Publisher Admin workflow is designed to automate your content lifecycle. This new feature lets you pre-schedule exactly when emails and social posts become visible to your subscribers, as well as when they should be automatically retired from the Content Library. By eliminating the need for manual, time-specific triggers, your team can coordinate complex campaigns across time zones with greater precision and reduced operational overhead.

Improving Email Deliverability with Updated Default Sending Settings - 1/15/26
To improve email deliverability, we’ve updated default email settings for FMG users who have not yet completed the recommended SPF Verification process. These changes were made to adhere to stricter spam protection standards set by major email providers, including Gmail, Yahoo, and AOL. Please note that this update does not change our recommendation that accounts verify their domain for email sending. Verifying the email domain enhances email deliverability and helps with consistency in branding. Learn more in our help article: SPF Verification for Email Delivery.

Publisher Admin: Updated Menu Order & Standardized Footer Contact Information - 1/15/26
The Publisher Admin experience has been updated to streamline content creation workflows and ensure consistent routing of support inquiries. The “Publish” navigation has been reorganized to reflect a logical publishing flow, and all Publisher footers now display standardized Home Office Support contact information.

NEW Spanish-language Automated Content - Coming Soon!
Marketing Suite Premium users now have Spanish-language automated content through the new Spanish Premium Agency. This update directly addresses the growing demand for multilingual resources and provides a broader range of content for users. With this update, users can streamline their communication efforts and eliminate the need for manual translations. This update includes translations of the Monthly Market Insights (MMI) and Quarterly Market Insights (QMI), as well as limited holiday messages. Compliance admins must approve Spanish content when it is scheduled, either manually or automatically, for it to be sent successfully. Home offices can opt out of the Spanish Premium Agency, ultimately hiding it from their subscribers. If you would like to opt out, reach out to support at homeofficesupport@fmgsuite.com

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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.

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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.

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