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

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

In today’s hyper-connected world, we scroll, we like, we share, and often, we spend. But how often do ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!    Today, Rick breaks down ...

Ten years ago, you were a different person. Ten years from now? You will be again. But here’s the ...

Welcome to this week’s Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell!    Stocks are starting the ...

Would you take a coin flip where you could win $200…but risk losing $100? Most people say no—and ...

In this Market Commentary, Rick Wedell, President & Chief Investment Officer at RFG Advisory, provides a data-driven overview ...

In this special Market Commentary, Rick Wedell, President and Chief Investment Officer at RFG Advisory, takes a moment ...

Ever felt anxious when spending or guilty for treating yourself, even when you know you can afford it?   ...

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