Category: Featured

RFG Advisory Named Finalist in InvestmentNews’ 2021 Innovation Awards

February 22, 2021

  BIRMINGHAM, Ala.— InvestmentNews has recognized RFG Advisory “RFG”, as a 2021 Innovation Award finalist. RFG Advsisory along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their... Continue Reading >


RFG Advisory Announces Affiliation Birmingham-Based Firm, Lemzar Capital

February 17, 2021

February 16th, 2021—Birmingham, AL—RFG Advisory, an award-winning platform for Independent Financial Advisors and a 2020 Financial Times Top 300 RIA, announces a new partnership affiliation with Lemzar Capital. Lemzar Capital, co-founded by long-term partners Ken Azar and Matt Lemen, is a wealth... Continue Reading >


What REALLY HAPPENED with GameStop and AMC | Market Commentary with Rick Wedell | RFG ADVISORY

February 2, 2021

What really happened last week between the Hedge Funds and Redditors? In this video, RFG Advisory CIO Rick Wedell explains how a group of individual investors on the internet were able to drive the price up on GameStop and AMC, putting certain... Continue Reading >


It’s All About Family, Welcome to the Billings Group!

January 29, 2021

Billings Group Joins RFG Advisory and brings with it the first Kansas location  Salina, Kansas – January 29th, 2021— RFG Advisory, a Financial Times Top 300 RIA, is pleased to announce their partnership with the Billings Group of Salina, Kansas.  This marks... Continue Reading >


RFG Advisory’s Shannon Spotswood Named 2020 Women to Watch Honoree by InvestmentNews

December 2, 2020

BIRMINGHAM, Ala.–Shannon Spotswood, President of RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, has been recognized as a 2020 Women to Watch honoree by InvestmentNews. Now in its 6th year, the award honors outstanding women in the financial advice industry who have... Continue Reading >


RFG Advisory Welcomes Birmingham Based Advisors Brock Eson and Wade Merritt

November 20, 2020

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 independent Advisors.    Based in Birmingham, Alabama Brock Eson and Wade Merritt joined forces five years ago as partners knit together by a shared... Continue Reading >


RFG Advisory Launches ‘Become a Warrior Advisor’ Podcast Series  

November 18, 2020

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 of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable... Continue Reading >


RFG Advisory Announces Partnership With NaviPath Financial

November 18, 2020

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 by Brian Swilling and Ryan Whitley, NaviPath Financial serves medical and dental professionals in Charlotte, North Carolina. “It’s an exciting time in wealth... Continue Reading >