RFG Advisory, an innovative and fast-growing platform for independent advisors, today announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial services technology and wealth management sectors. The firm will continue to operate under its...
Tune into this powerful episode with Shannon Spotswood & Stacy Havener. Shannon tells her story and how she learned the power of the pivot If you’ve been playing it...
Read the ArticleThe fast-growing platform for independent advisors receives recognition in the category of RIA Advisor Support Platforms for their Transition Playbook BIRMINGHAM, Ala., July 11, 2023 /PRNewswire/ — RFG Advisory (“RFG”), an...
Read the ArticleIt’s gut-check time. Your future success depends on your ability to confront today’s reality and take action towards your goals. It’s not easy, and it requires more than most...
Read the ArticleEmbarking on independence can feel equal parts freeing and terrifying. This may be the first time you’re in charge of, well, EVERYTHING! The fit between your ideals and goals,...
Read the ArticleAdvisors seek independence for a variety of reasons. The urge to break out on your own can happen to any advisor at any time. But if you were to...
Read the ArticleBlazing ahead, RFG Advisory continues to disrupt the RIA landscape with innovative Advisor tech. BIRMINGHAM, Ala., Feb. 23, 2023 /PRNewswire/ — Kicking off its investment in RFG 3.0, the next evolution...
Read the ArticleWelcome to another market commentary with RFG Advisory CIO Rick Wedell! Over the past few months, many of the largest tech companies in the world (Meta, Google, Amazon, Netflix...
Read the ArticleIndependence certainly has its benefits. You call the shots, and darn if that doesn’t feel good! No one knows your business – and your clients – better than you....
Read the ArticleOriginal article can be found here – https://www.thinkadvisor.com/2023/01/13/8-steps-to-building-a-thriving-ria-business/ Building and maintaining a thriving financial advisory firm” is especially challenging in the current “disruptive environment,” according to Ryan George, chief...
Read the ArticleJanuary 11, 2023, Birmingham, AL – RFG Advisory, an innovative and fast-growing platform for independent Advisors, announces a highly successful and award-winning year, recruiting 17 new Advisors and taking...
Read the ArticleThe recognition comes on the heels of RFG’s 2022 Wealthies win, as well as their inclusion on the Investment News’ 2022 Best Places to Work for Financial Advisors list...
Read the ArticleSeptember 9, Birmingham, AL – RFG Advisory, an innovative and fast-growing platform for independent Advisors, is proud to announce that they’ve won the 2022 Wealthmanagement.com Industry Award in the...
Read the ArticleRFG’s announcement is the third partnership in three weeks, a sign of its growing footprint in the U.S. RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors...
Read the ArticleAlthough treasury yields and valuation multiples sound boring, they offer us some valuable information on the macroeconomic trends in financial markets. Looking at the data over the past...
Read the ArticleRFG Advisory is proud to announce that they have been selected as RIA CHANNEL’s Top 50 Wealth Managers By Growth in Assets for 2022. This award constitutes growth over...
Read the ArticleCongratulations to our very own Founder and CEO, Bobby White, for being awarded the 2022 BBJ Who’s Who in Financial Planning and Wealth Management! This designation is a...
Read the ArticleOur own Shannon Spotswood was recently named Top Women Leaders in Wealth Management by Wealth Solutions Report – Pathfinder Awards. “While progress with gender diversity continues to be a...
Read the ArticleInflation has been the story of 2022, with inflation rates reaching roughly 8.5% as of this week, the question is, “How long do we expect this to continue?” In...
Read the ArticleFollowing the news that the Fed is going to take measures to curtail some of the inflation that we are seeing, markets have responded positively and rallying back some...
Read the ArticleRFG Advisory, an innovative and fast-growing platform for independent advisors, today announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm...
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