Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.

Are you a client looking for an Advisor's site? Click here

RIA Blog

Insights for Financial Advisors

Explore insights on the ideas, trends, and innovations shaping the future of wealth management. Discover articles on AI, Advisor technology, independence, practice management, behavioral finance, recruiting, leadership, marketing, and business strategy to help Financial Advisors build stronger, more valuable businesses.

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 ...

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 ...

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: ...

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

July 29, 2020

RFG Advisory continues to grow as they add independent advisor, Charles "Chic" Lineberry, to their cutting-edge platform. See ...

RFG Advisory Named Finalist for 2020 WealthManagement.com Industry Awards | RFG ADVISORY

July 13, 2020

We are proud to announce this monumental achievement! To our independent advisors, A-player support staff, and all of ...

Bobby White Featured in Who’s Who in Finance 2020 | Birmingham Business Journal

May 5, 2020

RFG Advisory Founder and CEO, Bobby White, recognized by the Birmingham Business Journal as a name to know ...

CARES Act Summary for Small Business Owners

April 1, 2020

For small business owners, the CARES Act has a lot of benefits that you could take advantage of. ...

Be in Business for Yourself, Not By Yourself | Join Us!

March 3, 2020

RFG Advisory is a Hybrid RIA keenly focused on service and technology. We offer independent advisors an integrated ...

RFG Advisory Welcomes Dave Smith and Jamie Keith of ETA Investments & Tax Advisors to its Growing Platform of Independent Financial Advisors

January 31, 2019

January 31, 2019 Birmingham, AL, January 30, 2019/ PR Newswire/– RFG Advisory announces that ETA Investment & Tax ...