Insights for Independent Advisors

Gain actionable insights to improve every aspect of your financial advisory business – from acquiring more clients to driving increased retention and loyalty.

Series Overview

Market Commentary

with Rick Wedell, CIO

Get robust analyses of current market trends and events to guide your clients through an ever-changing economy.

Wisdom In Wealth

with Brendan Frazier, Chief Behavioral Officer

Uncover the emotional factors and psychological dynamics that drive your clients’ financial decisions.

View Our Latest Videos

Markets have remained surprisingly stable despite ongoing geopolitical uncertainty in the Middle East. In this week’s commentary, Rick Wedell explains ...

Recent headlines suggest the United States may be insolvent, raising concerns for investors. In this Market Commentary, Rick ...

Markets have experienced increased volatility as geopolitical tensions escalate, and oil prices rise. In this Market Commentary, Rick Wedell provides context ...

Recent geopolitical tensions have driven oil prices higher and contributed to increased market volatility. While headlines may feel ...

Recent industry headlines have questioned whether the traditional 60/40 portfolio still makes sense for investors. In this week’s Market ...

Markets are responding to an expanded conflict in the Middle East, with the effective closure of the Strait ...

The market leadership playbook is changing — and investors need to pay attention.  In this week’s Market Commentary, ...

In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, breaks down recent news surrounding Kevin Warsh ...

Ever undue a great financial decision with a poor one? In this episode of Wisdom in Wealth, Chief ...

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