LPL , the giant broker-dealer and RIA firm , has introduced a suite of curated artificial intelligence tools to help its advisors become more comfortable with the technology and use it to automate their most repetitive tasks .

The firm has introduced AI Advisor Solutions , a curated list of tools LPL has vetted to ensure they meet the specific needs of advisors and satisfy compliance concerns .

The first is Jump , an AI meeting management and note-taking tool . The second is Microsoft 365 Copilot , which gives advisors access to traditional Microsoft programs such as Outlook , Excel and PowerPoint . Next is FactSet , which offers AI-generated summaries on transcripts of earnings calls . Finally , there is FMG Mobile , which helps advisors develop a better presence on social media regardless of their experience level .

FMG Releases Marketing Guide For Advisors

FMG , a San Diego-based software-asa-service company , announced the launch of its inaugural 2025 “ Marketing Guide for Financial Advisors .” It will provide insights for advisors along with different strategies for five essential marketing pillars — including website optimization , LinkedIn strategy , client and prospect communications , event marketing , and video marketing .

Each section goes into specifics about how advisors can best use each pillar . The different sections will include detailed checklists , real-world examples , and additional resources helping advisors implement strategies regardless of their marketing experience .

LifeX Adds To Its Lineup

LifeX , a suite of laddered bond ETFs offered by Stone Ridge Asset Management and designed to offer regular income to investors , has launched a new family of shorter-horizon Term Income ETFs . Their monthly distributions are set to run through periods lasting 10 , 15 or 20 years ( ending in 2035 , 2040 and 2045 , respectively ). They will have an expense ratio of 0.25 %.

The firm has also added more years to its Longevity Income ETF suite . And it has launched a single-ticker bond ladder fund for tax-efficient monthly cash flow . It will have horizons ranging from 10 to 40 years .

First Eagle Launches Its First Actively Managed ETFs

New York-based First Eagle Investments has launched its first actively managed ETFs . The First Eagle Global Equity ETF ( FEGE ) and

First Eagle Overseas Equity ETF ( FEOE ) are available on the New York Stock Exchange .

The global equity ETF actively invests at least 80 % of its assets in the equity of U . S . and non-U . S . issuers with at least half of that directed to non-U . S . stocks .

The overseas equity fund concentrates on non-U . S . equities , with at least 80 % invested outside the U . S .

Burney Introduces Series Of Actively Managed ETF Models

Burney Advisor Services has launched a series of model portfolios including mostly active exchange-traded funds to capitalize on the growing interest in the investment vehicles .

Reston , Va . -based Burney has created Powered by ETFs — five different model portfolios of varying risk tolerance from the most conservative investment style to the most aggressive .

The Powered by ETFs models contain every asset class , including alternatives . They are available on the firm ’ s website for no fee . In addition , advisors who invest at least $ 25 million into the firm or its ETF models can use its outsourced chief investment officer services for free : These include custom-built stock research , buy / sell signals , models and market commentary .

Nationwide Adds Indices To Fixed-Index Annuities

Columbus , Ohio-based Nationwide has added the Loomis Sayles Discovery Index and the Nasdaq-100 Volatility Control 10 % PR Index to its New Heights Select suite of fixed-indexed annuities . Investors now have a choice of seven index options when they purchase a fixed-index annuity .

The two new indices will provide investors with protection and growth within their retirement savings .

The Loomis Sayles Discovery Index is a growth-oriented index that allocates between U . S . growth and value equities . Using two alternative strategies , it reduces the impact of changing interest rates and inflation .

The Nasdaq-100 Volatility Control 10 % PR Index captures equity performance from the Nasdaq-100 and targets a 10 % level of volatility .

Advisors Launch All-In-One Platform For Advisors

Advisor CRM , a wealth-tech firm founded by three financial advisors , has launched an all-in-one CRM platform designed exclusively for registered investment advisors .

The new platform provides integrated tools for advisors to help them with compliance , trading automation , assistance on insurance contracts and workflow management . The firm says the new platform will streamline operations and foster growth .

The platform ’ s extensive workflow library is designed to boost an advisor ’ s operational efficiency and help ensure that an advisor does not overlook a client request .

The built-in features will help advisors manage their documentation and audit requirements . The platform also incorporates AI-driven analytics that offer insights for decision-making . In addition , advisors can purchase enhanced functionality that includes compliance , archiving retention , trading and other functions .

JANUARY / FEBRUARY 2025 | FINANCIAL ADVISOR MAGAZINE | 15