Articles from RFG Advisory

RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, closes 2025 with deliberate, forward-looking growth that augmented its platform and deepened its ability to support advisors and their clients.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the addition of Cambium Wealth Partners (“Cambium”) to its platform. The partnership continues a strong year of advisor recruitment as RFG surpasses $7 billion in assets under management (AUM).

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced a strategic partnership with Syntax Data (“Syntax”), a financial data and technology provider offering data-optimized index solutions, to expand the investment solutions available on the RFG Model Marketplace. Through this collaboration, RFG advisors can now access a suite of competitively priced, single-name equity portfolios designed to deliver greater customization and enhance long-term client outcomes.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the appointment of Ed Swenson as President. A seasoned financial services executive with more than 25 years of industry experience, Swenson will partner with Chief Executive Officer Shannon Spotswood, Chief Investment Officer Rick Wedell and Chief Growth Officer Abby Salameh to drive RFG’s next phase of growth and further solidify its position as the premier platform for independent advisors.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the official launch of StrongHer Money®.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the official launch of Bluemonte ETFs—a coordinated suite of ETFs designed to streamline portfolio construction, deliver consistent, client-aligned outcomes and potentially enhance tax efficiency.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the launch of TurnPoint Wealth (“TurnPoint”), building on strong first-quarter growth, with more than $500 million in new assets added.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced several strategic partnerships and enhancements to its integrated technology stack. These additions support the firm’s mission to empower Independent Advisors to build their business without compromise.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the launch of Strodtman Wealth Management (“SWM”), founded by Patrick Strodtman, CFP®. SWM expands RFG’s already notable presence in the Dallas-Fort Worth area and becomes the fifth Texas-based advisory team to join the firm.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the launch of two new Advisor partner firms. TrekNorth Investment Management (“TrekNorth”), founded by Jarrod Biebel, AIF®, reinforces RFG’s presence in Colorado, while Matterhorn Private Wealth (“Matterhorn”), founded by James Horn, CRPC, CLTC, with two offices in upstate New York, signifies an expansion into the Northeast for RFG.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today launches its new website to properly reflect a reimagined platform. The RFG Advisor experience is designed to empower independent Advisors to build their business without compromise and deliver exceptional support for their clients.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, announces a new wave of advisor partnerships, celebrating a year of significant growth. Since January, RFG has added over $600 million in new assets from recently onboarded advisors, with total assets under advisement (AUA) rising from $4.5 billion to $5.7 billion.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announces year-over-year assets under management (AUM) growth exceeding 20 percent. In the first half of 2024 alone, the firm onboarded five new advisory teams and hired a trio of industry leaders to accelerate its evolution. Recently surpassing $5 billion in AUM, RFG has established itself as the leading platform for entrepreneurial, independent advisors managing between $50 million and $300 million who wish to grow and scale their business.

RFG Advisory, (“RFG”) an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced three key appointments to its executive team. The addition of these proven industry champions serves to bolster the team of A-players at RFG all aligned to serve the ever-evolving needs of independent advisors.

RFG Advisory "RFG", an innovative and fast-growing platform for independent advisors, has entered into a collaboration with CreoValo, the industry's first outsourced investment bank referral service for independent wealth advisors and their business owner clients. The announcement coincided with a special guest appearance during a limited live stream of the RFG Masterclass series on May 24th.

RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors today announced its new affiliation with RVA Wealth Management “RVA”, an independent advisory firm located in Glen Allen, Virginia. The affiliation marks RFG's third partnership in three weeks, following the addition of two new firms in Arizona and West Texas.

RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, announces today that it will host its inaugural Warrior Advisor Conference from October 12 - 14, 2022, in Cape Coral, Florida.

RFG Advisory, an innovative and fast-growing platform for independent advisors, has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews. InvestmentNews honors outstanding employers in the financial advisory business who invest in building a work environment and culture that attracts the best employees every year—a distinction RFG Advisory has received two years in a row based on employer and employee surveys.

RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, goes live from its headquarters in Birmingham to present the second in a series of Masterclass virtual events for advisors. “Future Proof Your Business: Insights from a Behavioral Finance Expert” features Daniel Crosby, Ph.D. Chief Behavioral Officer at Orion Advisor Solutions, broadcasting live from the RFG Advisory Podcast Studio on January 12, 2022 from 2:00-3:30 PM CST.

RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors today announced it will host a live RFG Masterclass webinar for Advisors on Thursday, December 2, 2021 at 11:00 AM CT. This new Masterclass series will cover strategies to help financial advisors to unlock opportunities to drive growth and create enterprise value. It will include a special 1-1 conversation with Zane Tarence, Partner and Managing Director of Founders Advisors, an experienced investment banker, entrepreneur and recognized expert on the growth and monetization of privately owned companies.

RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, is proud to announce President Shannon Spotswood will be speaking at the fourth annual Women|Future Conference, taking place virtually on November 1-5, 2021. Shannon’s panel, “The Smart Woman’s Guide to Financial Success” on November 1 is organized around the event’s main theme “Cultivate Your Tomorrow.”

RFG Advisory "RFG," an innovative and fast-growing platform for independent advisors, will kick off a month-long fundraising event from October 1 through October 31, ‘Crush It For Charity.’ The campaign will run through the end of the month and all funds will be gifted to Boys and Girls Clubs of America to help create great futures.

RFG Advisory "RFG," an innovative and fast-growing platform for independent advisors, has earned dual recognition for the ThinkAdvisor LUMINARY Awards Class of 2021 in the category of Thought-Leadership & Education—RFG Advisory received the accolade for the firm and Chief Investment Officer Rick Wedell for Individuals – RIAs.

RFG Advisory "RFG", an innovative and fast-growing platform for independent advisors, is proud to announce that Shannon Spotswood, President, has been shortlisted for The Women in Asset Management Awards 2021 Advocate of the Year. The award celebrates the achievements of outstanding industry talent and role models within the asset and wealth management community.

RFG Advisory "RFG", an innovative and fast-growing platform for independent advisors is proud to announce that Rick Wedell, Chief Investment Officer (CIO), has been recognized by ThinkAdvisor as a 2021 LUMINARY in the Thought Leadership & Education category. RFG Advisory was also named to the LUMINARIES Class of 2021, receiving firm-wide recognition in the same category for RIAs.

RFG Advisory "RFG", one of the nation's leading and fastest-growing platforms for independent advisors, is proud to announce that for the second year in a row, RFG has been named a finalist for the WealthManagement.com Industry Awards in the Non-Custodial RIA Support Platform Category. This year’s nomination recognizes Become a Warrior Advisor Podcast & Support Program.

RFG Advisory "RFG", one of the nation's leading and fastest-growing platforms for independent advisors, announced today the launch of War Room Huddle Podcast—the show for independent financial advisors who want to take their A-game to the next level. War Room Huddle spotlights the stories of financial advisors and industry leaders that are shaping the wealth management industry, sharing insights, perspectives, and inspiration for what’s next.

RFG Advisory "RFG", one of the nation's leading and fastest-growing RIA firms, announced that Dany Martin, MBA, Partner & Wealth Advisor of WFA (formerly Williams Financial Advisors) in Shreveport, LA, was named to InvestmentNews' 40 Under 40 Class of 2021 for his accomplishments to the financial advice industry.