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.
Latest Releases
See below for updates on our most recent releases. Click the link for more details.
New FAQ Website Widget Boosts SEO & AI Visibility - Available 8/4/25
We're excited to announce the release of FMG's new FAQ website widget, available to all FMG website customers using our latest Developer Theme. This powerful new section is designed to enhance SEO and AI discoverability automatically—no extra steps are required. No code. No lift. Just smarter search exposure. By simply adding this FAQ widget to any page on an FMG site, content will now be structured using schema markup, a behind-the-scenes upgrade that helps AI-powered search engines like Google SGE, ChatGPT, and Perplexity find and feature content in search results. That means greater visibility for niche expertise, local queries, and high-value answers, without needing a developer, marketer, or IT team.
Overwatch Coach: Real-Time Compliance Email, Blog, and Social Content Guidance
- Available 7/23/25
Overwatch Coach brings AI-powered compliance oversight directly into the copywriting creation process, whether it's an email, blog, or social post. As advisors draft copy in the FMG platform, the tool provides instant, contextual feedback on potential compliance issues—helping them align with FINRA and SEC standards before they hit submit. This proactive approach reduces the volume of submissions requiring manual edits, helps content move through review faster, and enables advisors to communicate more confidently—all while easing the burden on compliance teams. This feature is available for the Home Office add-on and is opt-in only. To learn more, please reach out to our success team at homeofficesupport@fmgsuite.com.
Muse: Smarter, On-Brand Email, Blog, and Social Content Creation for Advisors - Available 7/23/25
Muse helps advisors break through the blank page by generating professional, compliant email, blog, and social post drafts in seconds, tailored to their tone, audience, and communication goals. Advisors simply select a tone (e.g., conversational, professional, warm), provide basic inputs, and Muse generates a complete email, blog, or social post, all while supporting firm-approved messaging and compliance review protocols.
Contact Upload Limits for Enhanced Email Deliverability - Available 7/9/25
This new feature will enhance email deliverability and maintain high-quality contact lists by setting a contact upload limit for CSV uploads. This update aims to prevent unsolicited communications and ensure compliance with user thresholds. Until now, all users have been able to upload more than 30,000 contacts to their profiles, negatively affecting email deliverability. All users of the CSV Import tool will be affected, especially those who attempt to exceed the predefined contact limits. Enterprises with customized contact limits will need to adhere to their specific thresholds.
A Fresh New Look is Coming to the Content Library - Available 7/9/25
We’ve refreshed the Content Library experience to make it more intuitive, faster, and easier to use for all FMG marketing and website subscribers.
Sidekick: Real-Time In-Platform AI Support for Advisors - Available 6/30/25
Sidekick lives within the FMG dashboard, offering fast, context-aware help on platform features, marketing best practices, and technical support. No searching. No hold music. Just quick answers when advisors need them. Powered by FMG’s robust Knowledge Base and content resources—Sidekick helps advisors move faster and get more value from the platform.
Advisor-Facing Product Updates & Announcements
Find a summary of our customer-facing monthly product updates, releases, and enhancements linked below.
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.
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Webinars for Financial Professionals
"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.
In The News
Stay current with FMG’s press updates to featured publication articles on interesting thought leadership topics.
Insights Blog
Access our latest research and insights to help financial advisors execute extraordinary marketing and provide exceptional service.
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.
Expand Your Toolkit
Compliant Texting with MyRepChat
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.
FINRA & SEC Compliant
Effortlessly monitor and retain all messages
Rapid Enterprise Deployment
Average go-live in just 60 days
Seamless CRM Integration
Sync with major CRMs for centralized communication
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.
