“Which one of your children would be the best at bathing you?” asks Jim Sumpter, certified financial planner and wealth manager with RFG Advisory in Birmingham, Alabama. It’s a somewhat shocking question, but Sumpter has learned that posing provocative questions helps clients... Continue Reading >
One of the fastest growing trends in the financial industry is ESG Investing. In this live event replay, RFG Advisory Chief... Read More >
Over the past few months, the Fed has reiterated its desire to help the economy reach Q4 2019 levels through keeping... Read More >
Apple Tree Lane Wealth Management founded by Amy Nelson is proud to partner with the award-winning platform of RFG Advisory. Amy... Read More >
Resolute Wealth Management, a wealth management firm in Nashville, TN has announced its decision to partner with RFG Advisory. Co-founders Sean... Read More >
RFG Advisory, a leading innovator in the wealth management industry, announces the affiliation of local wealth management team, Casey Marshall and... Read More >
May 19th, 2021 – Cincinnati, OH – River Oak Asset Advisory, an independent investment and wealth management firm in Cincinnati, OH,... Read More >
The debate is on. Should the government waive patent protections to allow more vaccines to be produced? How will this affect... Read More >
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 have broken a barrier in the stock market, 4000 on the S&P 500. It is a symptom of recovery and... 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 >
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, 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 >
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 >
If you’re contemplating divorce, what preliminary steps should you take to prepare? “It sounds so obvious, but if you’re going to... Read More >