The RFG Advisory Newsroom

Stay up to date with the latest news from RFG Advisory, including press releases, media coverage, firm announcements, industry insights, and thought leadership shaping the future of independent wealth management.

Company News

RFG Advisory Updates

RFG Advisory Appoints Mark Gilbert and Jim Patrick to Board, Makes Strategic Investment in Zocks

April 28, 2026

Strengthens institutional investment management and advances a unified, intelligence-driven experience for Independent Advisors BIRMINGHAM, Ala. – APRIL 28 — RFG Advisory (“RFG”), an innovator in

Pierson Wealth Management Breaks from Broker-Dealer Model to Launch Independent Firm with RFG Advisory

April 7, 2026

$230M Advisor launches firm designed for greater control, flexibility and long-term enterprise value BIRMINGHAM, Ala. – April 7 — RFG Advisory (“RFG”), an innovator in the wealth management

RFG Advisory Expands Capital Solutions with First Majority Acquisition of RVA Wealth Management

March 31, 2026

Milestone transaction reflects RFG’s ability to deliver flexible ownership, succession and growth pathways for Advisors BIRMINGHAM, Ala. – March 31, 2026

RFG in the News

Our Latest Coverage

Wealth Solutions Report: RFG Advisory Supports $750M+ WFA Volare Merger

Anthropic: Dr. Jordan Hutchison Highlights RFG’s Approach to AI-Powered Advisor Technology

Barron’s: Rick Wedell Shares Perspective on Rising Treasury Yields and Bond Market Strategy

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