The Biden administration is rumored to be working on legislation to increase capital gains taxes. As many savers rely on their investments to live in retirement, Rick dives into the details behind these headlines, showing you why this proposal may be a... Continue Reading >
The Biden administration is rumored to be working on legislation to increase capital gains taxes. As many savers rely on their... Read More >
For the first time in quite some time we have had two days of retraction in the S&P 500, however, this... Read More >
When will the party be over? Friday marked three weeks of market gain in the S&P 500, bolstering the S&P to... Read More >
RFG Advisory CIO Rick Wedell had the honor of being a part of the Birmingham Business Journal’s Table of Experts panel... Read More >
We are seeing inflation rates rise as the economy continues to recover. In the past, the Fed has usually stepped in... Read More >
BIRMINGHAM, Ala.— RFG Advisory has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews... Read More >
BIRMINGHAM, Ala.–Shannon Spotswood, President of RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, has been recognized as a 2020 Women... Read More >
We have broken a barrier in the stock market, 4000 on the S&P 500. It is a symptom of recovery and... Read More >
February 16th, 2021—Birmingham, AL—RFG Advisory, an award-winning platform for Independent Financial Advisors and a 2020 Financial Times Top 300 RIA, announces... Read More >
What really happened last week between the Hedge Funds and Redditors? In this video, RFG Advisory CIO Rick Wedell explains how... Read More >
Billings Group Joins RFG Advisory and brings with it the first Kansas location Salina, Kansas – January 29th, 2021— RFG Advisory,... Read More >
Birmingham, Alabama —November 17th, 2020– RFG Advisory, a 2020 Financial Times Top 300 RIA,is pleased to welcome Brock Eson and Wade Merritt to its high-growth Platform engineered for... Read More >
The first six episodes feature exclusive behind-the-scenes interviews with Navy Seal Team 6 Veteran Dom Raso and RFG Advisory Founder & CEO Bobby White during a pre-COVID advisor retreat At a time... Read More >
Charlotte, North Carolina—November 12th, 2020– RFG Advisory, a 2020 Financial Times Top 300 RIA, is pleased to announce its partnership with NaviPath Financial. Co-founded... Read More >
October 29th, 2020 – Birmingham, AL—RFG Advisory, an award-winning and fast-growing Hybrid RIA, announces the affiliation of Sommer Morris, independent financial advisor based in Montgomery. ... Read More >
StrongHer Money selected as Finalist in the “Doing Good” category; honoring programs that support a deserving cause or give back to... Read More >
October 27th, 2020 – Birmingham, AL—RFG Advisory, an award-winning and fast-growing Hybrid RIA, announces the affiliation of Todd Dubrow, dually registered... Read More >
Birmingham, AL // Oct. 9th, 2020 – RFG Advisory, a fast-growing and award-winning RIA, is pleased to announce the affiliation... Read More >
See Full Businesswire Press Release Here 8.19.2020 –BIRMINGHAM, Ala: RFG Advisory, one of the nation’s leading and fastest-growing RIA firms, is... Read More >
Over the past few months, headlines have gleamed the “Death of the 60/40 Portfolio” causing concern among many advisors and clients... Read More >
In this video, RFG Advisory CIO Rick Wedell takes a look at sector performance in 2020, sharing his thoughts on why... Read More >
Birmingham, AL, August 7, 2020/ PR Newswire/– Recognized by the Financial Times as a Top 300 RIA in the U.S. out of... Read More >
BIRMINGHAM, AL – August 7, 2020 – RFG Advisory is pleased to announce the affiliation of Dallas-Fort Worth Metroplex (DFW) Independent Financial Advisor,... Read More >
MONTGOMERY, ALABAMA – July 24th, 2020 – RFG Advisory, one of the nation’s leading RIA firms, is excited to welcome Independent Advisor... Read More >
In this video, RFG Advisory CIO Rick Wedell takes a dive into how we are analyzing market performance in 2020. Earnings... Read More >
RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management,... Read More >
RFG Advisory continues to grow as they add independent advisor, Charles "Chic" Lineberry, to their cutting-edge platform. See why RFG Advisory... Read More >
We are proud to announce this monumental achievement! To our independent advisors, A-player support staff, and all of our extended family... Read More >
In 2020, there are many ways scammers are trying to steal personal information, especially information related to your finances. It is... Read More >
In this week's update, RFG Advisory CIO Rick Wedell dives into fixed income, explaining why the market continues to stay resilient... Read More >
As we see several states and countries re-open, there are some concerns around a new spike in cases and the pandemic... Read More >
One of the key features of how the economy will recover is how many jobs were permanently lost due to this... Read More >
RFG Advisory Founder and CEO, Bobby White, recognized by the Birmingham Business Journal as a name to know in the finance... Read More >
Tensions between the United States and Chinese governments over the response to COVID-19 are growing. However, the markets are holding up... Read More >
After over 6 weeks of widespread stay-at-home orders for most Americans, the gradual process of re-opening economies is starting in some... Read More >
U.S. Markets seem to be leveling off in the short-term, as the S&P 500 hovers at around 2800 mark, however, the... Read More >
by Tommy Williams To quote those titans of social philosophy, Sonny and Cher, it appears that “the beat goes on.” Another... Read More >
We didn’t plan for Coronavirus. But we did plan for the FUTURE. Four years ago, we were captive to one firm’s... Read More >
Legislation has finally passed by Congress to inject liquidity into US Markets and bolster consumer spending. It is the largest stimulus... Read More >
Rick Wedell, CIO of RFG Advisory, brings you the latest update on the state of global markets entering this week. One... Read More >
The stimulus package incoming for Americans will inject a very large amount of liquidity into global markets in hopes to increase... Read More >
As the market continues to have bold reactions to the Coronavirus and government intervention into the market, CIO Rick Wedell, talks... Read More >
RFG Advisory CIO, Rick Wedell, brings you an update on the markets after one of the most intense trading sessions in... Read More >
Having built the RIA of the future upon a best-in-class technology platform, RFG Advisory stands ready to serve our advisors and clients during... Read More >
Rick Wedell, RFG Advisory CIO, gives an update on the volatile market from the coronavirus outbreak and how investors might navigate... Read More >
RFG Advisory is a Hybrid RIA keenly focused on service and technology. We offer independent advisors an integrated technology platform, compliance,... Read More >
Shannnon Spotswood impressed at National LINC 2020 as a part of a break-out session 'Cutting Edge or Bleeding Edge?' alongside Joel... Read More >
RFG President, Shannon Spotswood, will be speaking at TD Ameritrade National LINC 2020 as a member of experts on financial technology.... Read More >
RFG Advisory is growing fast. We have just expanded into the Greater Nashville area! Click the button below check out the... Read More >
Birmingham, AL — January 15, 2020 — Stones River Wealth Management, founded by Ethan Campbell, is delighted to announce its partnership... Read More >
Birmingham, AL – January 13, 2019 – RFG Advisory is honored to announce that veteran Financial Advisor Irby Thompson, CFP®, AEP,... Read More >
The SECURE Act (official law title is Setting Every Community Up for Retirement Enhancement Act) was signed into law on Friday,... Read More >
RFG advisory featured in the December issue of TD Ameritrade Magazine. Securities offered through Private Client Services, member FINRA/SIPC. Investment advice offered through RFG... Read More >
Birmingham, AL – November 15, 2019 – Marking the third affiliation in as many weeks, RFG Advisory is excited to announce... Read More >
RFG Advisory is excited to announce the launch of RFG Capital. With RFG Capital we have the capability to fund succession... Read More >
BIRMINGHAM, Ala.— InvestmentNews has recognized RFG Advisory “RFG”, as a 2021 Innovation Award finalist. RFG Advsisory along with twelve other... Read More >