In this edition of Disruption Blueprint, you’ll find Rick Wedell’s latest market insights, Advisor success stories, and thought-provoking content curated to help you stay inspired and on track.
In case you missed it, we are proud to announce the official launch of Bluemonte ETFs—a coordinated suite of ETFs designed to streamline portfolio construction, deliver consistent, client-aligned outcomes, and potentially enhance tax efficiency.
Available industry-wide to RFG-affiliated and non-affiliated Advisors alike, the launch of Bluemonte ETFs marks a significant milestone in RFG’s efforts to streamline the investment management process, reducing operational complexity and helping Advisors reallocate more time toward business development and client engagement.
Designed to work cohesively as a complete asset management strategy, Bluemonte ETFs are fully portable and fee-transparent, offering a scalable approach that supports diverse client needs across risk profiles and financial goals. Advisors can integrate Bluemonte ETFs into RFG-managed portfolios or use them independently, all without incurring additional platform costs.
Stuck in spreadsheets instead of sitting across from clients or getting in front of new ones? Sean and Rory were, too until they found a partner with a fully integrated technology stack that actually worked. Backed by real-time support and a human-first approach, they’re now running leaner, growing faster, and getting their evenings back.
Learn how Resolute Wealth Management unlocked growth, streamlined operations, and reclaimed valuable time with RFG Advisory.
In this short Market Commentary video, Rick Wedell, President & Chief Investment Officer at RFG Advisory, shares his insights on the current environment and how markets are responding to economic data, tax legislation, and Federal Reserve policy.
Here’s What You’ll Learn:
- How major asset classes like U.S. stocks, bonds, and international equities are performing
- What the “Big, Beautiful Bill” means for investors
- Why steady unemployment and cooling inflation have created a “Goldilocks” scenario for investors
What if financial planning started with people and not portfolios? In this episode of Game Film, Dr. Jordan Hutchison interviews Justin Castelli, an Advisor who ditched the corporate blueprint to build a purpose-first firm. This conversation will challenge how you think about planning, leadership, and living a life with intention.
