FMG Suite Adds AI-Powered Curator To Platform Content Library
FMG Suite, which produces a cloud-based marketing automation platform for financial services professionals, has expanded its platform components to include an artificial intelligence-powered engine that will be added to the FMG Suite content library, according to a spokesperson.

It’s called “Curator,” and it assists advisors in building stronger and more lasting relationships with both established and prospective clients, while automatically prescreening for compliance and managing broker-dealer approvals.

With just a few clicks, you’ll be sharing relevant, timely content from a curated stream of articles, delivered via e-mail or social media, that engages and informs your audience of established and prospective clients, while ensuring they remember you.

Over time, Curator tracks engagement to learn audience preferences and deliver relevant content. It also learns from your interests, so feel free to share hobbies, causes and other affinities that let you and your audience bond together.

Founded in 2011, FMG Suite is headquartered in San Diego.

Vanguard Partners With EQ To Offer 401(k) Equity Compensation Services
Vanguard is partnering with EQ U.S.A., a subsidiary of Equiniti Group PLC, to provide equity compensation services to 401(k) plan sponsors and their participants.

The partnership will enable employers to seamlessly integrate their employee equity compensation plans with their existing defined contribution plans and to provide participants with an intuitive, one-stop platform designed to simplify administration, streamline transactions and inform financial decisions.

Plan sponsors will have access to EQ’s technology platform, which features real-time financial analysis, modeling tools and support of multiple languages and currencies, all integrated within Vanguard’s existing participant web portal.

Redesigned in 2017, Vanguard’s personalized online participant experience provides capabilities such as the Retirement Readiness Tool and “Personalized Participant Journeys” intended to help participants balance their financial goals and save for the future.

Pershing Debuts Subscription Pricing For RIA Custody
Pershing, a BNY Mellon company based in Jersey City, N.J., that custodies over $800 billion in advisory assets, is now offering RIAs on its custody platform two new pricing offers: monthly subscription and zero-transaction-fee pricing.

In addition to Pershing’s existing variable pricing, the two new pricing offers provide advisory firms with choice, flexibility and transparency to better serve their clients, Pershing said.

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