Category: News

Charles “Chic” Lineberry, Tom Chancellor, and Jody Jarriet Bluitt Join the Growing Number of Independent Advisors Looking to Leverage State-of-the-Art FinTech Platform

September 1, 2020

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 pleased to welcome three new advisors to the firm. Charles “Chic” Lineberry of Montgomery, AL, Tom Chancellor of Dallas/Ft Worth Metroplex... Continue Reading >


4 Reasons Why “The Death of the 60/40 Portfolio” is Greatly Exaggerated | RFG ADVISORY

September 1, 2020

Over the past few months, headlines have gleamed the “Death of the 60/40 Portfolio” causing concern among many advisors and clients as it challenges a very popular approach to retirement planning. However, this is not new news to us. In this video,... Continue Reading >


Why Diversification is So Important in 2020? | RFG Advisory Market Commentary

August 17, 2020

In this video, RFG Advisory CIO Rick Wedell takes a look at sector performance in 2020, sharing his thoughts on why some sectors are thriving, while some are merely surviving. In 2020, with the wide spread of performance among different areas of... Continue Reading >


RFG Advisory Announces a New Advisor Joining Shreveport, Louisiana based partner firm WFA

August 13, 2020

Birmingham, AL, August 7, 2020/ PR Newswire/– Recognized by the Financial Times as a Top 300 RIA in the U.S. out of 13,000 RIAs and nominated by Wealth Mangement.com as the Non-Custodial RIA Support Platform of the Year, RFG is excited to announce... Continue Reading >


RFG ADVISORY ANNOUNCES AFFILIATION WITH NORTH TEXAS INDEPENDENT FINANCIAL ADVISOR TOM CHANCELLOR | RFG Advisory

August 10, 2020

BIRMINGHAM, AL – August 7, 2020 – RFG Advisory is pleased to announce the affiliation of Dallas-Fort Worth Metroplex (DFW) Independent Financial Advisor, Tom Chancellor, CFP®.  Tom, a Certified Financial Planner™, has been providing comprehensive wealth management and financial planning services for over two... Continue Reading >


RFG Advisory Announces Affiliation with Montgomery Area Independent Financial Advisor Charles “Chic” Lineberry | RFG Advisory

August 5, 2020

MONTGOMERY, ALABAMA – July 24th, 2020 – RFG Advisory, one of the nation’s leading RIA firms, is excited to welcome Independent Advisor Charles “Chic” Lineberry to our state-of-the-art platform designed for independent financial advisors.  Located in the Montgomery Area and with more than... Continue Reading >


What Have We Learned from Q2 2020 Earnings Reports? | RFG ADVISORY MARKET COMMENTARY

August 5, 2020

In this video, RFG Advisory CIO Rick Wedell takes a dive into how we are analyzing market performance in 2020. Earnings reports from Q2 are give us some positives trends compared to projections from earlier this year. Even though 2020 has been... Continue Reading >


WE ARE A 2020 FINANCIAL TIMES TOP 300 RIA | RFG ADVISORY

July 30, 2020

RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This year’s impressive cohort of elite RIA firms represents nearly... Continue Reading >