The RFG Advisory Newsroom

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RFG Advisory Updates

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

Powered by unified data and AI-driven intelligence, ClickONE Command Center helps reduce the “swivel-chair” of navigating multiple systems so Advisors

Georgia-based independent firm selects RFG for integrated platform, operational support and institutional investment capabilities BIRMINGHAM, Ala. – March 3, 2026— RFG Advisory (“RFG”), an

RFG in the News

Our Latest Coverage

Ed Swenson Featured in WealthManagement.com’s 2026 Market Outlook

Shannon Spotswood Featured in WealthManagement.com: Wirehouse Breakaways, More M&A to Dominate in 2026

A Bull Market for Advice: Why RFG Advisory Is Betting Everything on Independence and Culture

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