Category: News

Contemplating Divorce? Here’s What You Should Do First

July 8, 2021

If you’re contemplating divorce, what preliminary steps should you take to prepare?  “It sounds so obvious, but if you’re going to go down this road, you need to know your cash flow,” said certified financial planner Chris Cipolla, wealth advisor and certified... Continue Reading >


June 28, 2021

One of the fastest growing trends in the financial industry is ESG Investing. In this live event replay, RFG Advisory Chief Investment Officer, Rick Wedell, answers your questions regarding ESG Investing with Shannon Spotswood, RFG Advisory President. Please reach out to your... Continue Reading >

The Fed Changes Tone on How ‘Hot’ Markets Should Run | Rick Wedell | RFG ADVISORY

June 21, 2021

Over the past few months, the Fed has reiterated its desire to help the economy reach Q4 2019 levels through keeping interest rates low enough to promote inflation. After the FOMC meeting last week, the Fed has changed it’s tone slightly around... Continue Reading >

Apple Tree Lane Wealth Management Expands RFG Advisory Footprint into the Southwest

June 2, 2021

Apple Tree Lane Wealth Management founded by Amy Nelson is proud to partner with the award-winning platform of RFG Advisory. Amy has a unique back story and didn’t grow up wanting to be a Financial Advisor. A naturally creative person, she began... Continue Reading >

Resolute Wealth Management Joins Award-Winning RFG Advisory

May 26, 2021

Resolute Wealth Management, a wealth management firm in Nashville, TN has announced its decision to partner with RFG Advisory. Co-founders Sean Cawley & Rory Hartman made the game-changing decision to embrace independence and launch their own firm after only 6 years in... Continue Reading >

Willow Private Wealth Joins Fast-Growing RFG Advisory in Birmingham

May 24, 2021

RFG Advisory, a leading innovator in the wealth management industry, announces the affiliation of local wealth management team, Casey Marshall and Wesley Miller of Willow Private Wealth.   “The way we serve clients is changing,” says RFG Advisory Founder and CEO, Bobby... Continue Reading >

River Oak Asset Advisory Affiliates with Award-winning RFG Advisory

May 19, 2021

May 19th, 2021 – Cincinnati, OH  – River Oak Asset Advisory, an independent investment and wealth management firm in Cincinnati, OH, is excited to announce their affiliation with RFG Advisory. Founder and CEO Steve Spaeth, CFP®, made the game-changing decision to embrace... Continue Reading >

Vaccine Patent Protections: How the Debate is Affecting the Market | Rick Wedell | RFG ADVISORY

May 11, 2021

The debate is on. Should the government waive patent protections to allow more vaccines to be produced? How will this affect the market. In this video, RFG Advisory CIO Rick Wedell breaks down how the debate over vaccine patent protection is affecting... Continue Reading >