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

The headlines are loud, and this time the markets are paying attention.  In this week’s Market Commentary, CIO ...

Ever wonder why “extra” money, like a tax refund or birthday cash, feels easier to spend than money ...

The headlines are loud, but the markets aren’t flinching.  In this week’s Market Commentary, CIO Rick Wedell breaks down what ...

Markets have been on a strong run but hit pause last week, and now we know why. In this week’s Market Commentary, ...

We all tend to celebrate the finish line —retirement, paying off themortgage, or hitting a savings milestone. But ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!  This week captures a ...

When was the last time you paused to truly assess your financial life?  In this episode of Wisdom ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!  Here’s what’s driving global ...

You’ve saved for decades and finally reached retirement. But there’s no playbook on what to do after years ...

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