Associated tags: Investment advisory, RIA, Licensure, RFG, Registered, Financial adviser, Finance, Professional Services
Locations: MASSACHUSETTS, BOSTON, USA, UNITED STATES, NORTH AMERICA, ALABAMA, SPOTSWOOD, FLORIDA, AL
BIRMINGHAM, Ala., May 2, 2024 /PRNewswire/ -- RFG Advisory ("RFG"), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the launch of Crescent Private Wealth ("Crescent"), a North Carolina-based wealth management firm founded and owned by Ahmad Quqa, MBA, AAMS™.
Key Points:
- BIRMINGHAM, Ala., May 2, 2024 /PRNewswire/ -- RFG Advisory ("RFG"), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the launch of Crescent Private Wealth ("Crescent"), a North Carolina-based wealth management firm founded and owned by Ahmad Quqa , MBA, AAMS™.
- "Aligning with RFG, we're not just gaining unparalleled support but also affirming our shared values of independence, innovation and entrepreneurialism.
- "We are delighted to welcome Ahmad and his team to the RFG family," said Shannon Spotswood , president at RFG Advisory.
- Independent firms who are interested in learning more about partnering with RFG can learn more about its award-winning platform1 at rfgadvisory.com .
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Financial adviser WFA - Plan | Invest |Inspire (“WFA”), is pleased to share that partner and financial guide Chase R. Crump, CFP® , has been named a Registered Player Financial Advisor by the National Football League Players Association (“NFLPA”).
Key Points:
- WFA - Plan | Invest |Inspire (“WFA”), is pleased to share that partner and financial guide Chase R. Crump, CFP® , has been named a Registered Player Financial Advisor by the National Football League Players Association (“NFLPA”).
- Crump joins a select group of registered financial advisors vetted by the NFLPA to offer professional financial guidance to its members.
- As a registered NFLPA advisor in the state of Louisiana, venturing into this new market will increase WFA's visibility through one of the world's largest brands.
- “It’s a milestone moment in my career to be named as a Registered Player Financial Advisor by the NFLPA,” offered Crump.
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Management 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.
Key Points:
- 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.
- Abby Salameh , an industry pioneer with over 25 years of building growth services for independent financial advisors, joins RFG as chief growth officer.
- Recognized as the 2023 WeathManagement.com Technology CMO of the Year1, Salameh is set to drive advisor recruitment, marketing and organic growth among RFG’s existing network of advisors.
- “RFG is the most industry awarded firm advisors have never heard of and we are about to change that,” said Salameh.
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Wednesday, February 28, 2024
BIRMINGHAM, Ala., Feb. 28, 2024 /PRNewswire/ -- RFG Advisory, ("RFG") an innovator in the wealth management industry committed to serving independent financial advisors and their clients, has been recognized as a 2024 Best Places to Work for Financial Advisors by InvestmentNews. InvestmentNews annually recognizes exceptional employers in the financial advisory sector who prioritize creating a workplace that attracts top talent, a distinction measured through comprehensive employer and employee surveys.
Key Points:
- BIRMINGHAM, Ala., Feb. 28, 2024 /PRNewswire/ -- RFG Advisory , ("RFG") an innovator in the wealth management industry committed to serving independent financial advisors and their clients, has been recognized as a 2024 Best Places to Work for Financial Advisor s by InvestmentNews .
- InvestmentNews annually recognizes exceptional employers in the financial advisory sector who prioritize creating a workplace that attracts top talent, a distinction measured through comprehensive employer and employee surveys.
- "Financial advisors choose to work with us because of the hard work our team does on their behalf, day in and day out, and because we have built a culture that helps breed success."
- The "Best Places to Work for Financial Advisors" is a research-driven program from InvestmentNews in collaboration with Best Companies Group .
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Thursday, February 22, 2024
MADISON, Ala., Feb. 22, 2024 /PRNewswire/ -- Investor's Resource, a comprehensive wealth management team of experienced advisors, today shared that Shari Burnum, CFP®, CEO and founder, has been named to the 2024 Forbes Top Women Wealth Advisors Best-In-State list. Since 2019, Investor's Resource has been affiliated with independent advisor growth platform, RFG Advisory ("RFG").
Key Points:
- Since 2019, Investor's Resource has been affiliated with independent advisor growth platform, RFG Advisory ("RFG").
- This marks the third consecutive year that Burnum has secured a position on the Top Women Wealth Advisors list, rising to fourth in the rankings this year.
- "It's an honor to continue to be seen amongst my peers as a Forbes Top Women Wealth Advisor," said Burnum.
- Forbes Top Women Wealth Advisors Best-in-State recognition showcases the top professionals in the industry, representing experts across the nation by state.
Retrieved on:
Wednesday, January 31, 2024
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Financial adviser Nitrogen is the latest addition to RFG’s technology stack, which was thoughtfully assembled to provide growth-minded advisors with a comprehensive suite of best-in-class solutions.
Key Points:
- Nitrogen is the latest addition to RFG’s technology stack, which was thoughtfully assembled to provide growth-minded advisors with a comprehensive suite of best-in-class solutions.
- The award-winning platform includes technology, talent, investment management, operations, compliance, marketing and coaching required to empower advisors to build their business without compromise.
- With Nitrogen, RFG’s more than 100 advisors can harness the industry-leading platform for client-facing risk alignment, portfolio comparison, proposal generation, client check in and customized portfolio management tools and concierge-level trading services.
- “As we continue to build a friction-free technology stack designed to optimize the advisor and client experience, we’re thrilled to have a partner like Nitrogen that not only meets our high standards but exceeds them.
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Financial adviser BIRMINGHAM, Ala., July 18, 2023 /PRNewswire/ -- As part of their commitment to continuously innovating to support their independent Advisors, RFG Advisory ("RFG"), an award-winning, nationally-recognized independent platform, announces its position on artificial intelligence (AI). With a goal of setting their financial advisors up for success, RFG unveils its newest addition to the platform, FP Alpha – an AI-driven solution that deciphers client tax, insurance and estate paperwork and summarizes key opportunities for Advisors.
Key Points:
- BIRMINGHAM, Ala., July 18, 2023 /PRNewswire/ -- As part of their commitment to continuously innovating to support their independent Advisors, RFG Advisory ("RFG"), an award-winning, nationally-recognized independent platform, announces its position on artificial intelligence (AI).
- RFG Advisory recently brought on leading behavioral finance professional and industry veteran, Dr. Jordan A. Huchison, whose previous roles include XY Planning Network and Shaping Wealth.
- "At RFG, we are cognizant of the one-way trends in the industry where the Advisor-client relationship is changing, turning Advisors into more holistic coaches or guides," shared Hutchison, Vice President of Technology at RFG Advisory.
- Since 2015, RFG Advisory has geared its tech stack towards the "RIA of the Future."
BIRMINGHAM, Ala., July 11, 2023 /PRNewswire/ -- RFG Advisory ("RFG"), an award-winning, fast-growing platform for independent Advisors, is proud to be recognized as a finalist for the 2023 WealthManagement.com Industry Awards in the RIA Advisor Support Platform Category.
Key Points:
- BIRMINGHAM, Ala., July 11, 2023 /PRNewswire/ -- RFG Advisory ("RFG"), an award-winning, fast-growing platform for independent Advisors, is proud to be recognized as a finalist for the 2023 WealthManagement.com Industry Awards in the RIA Advisor Support Platform Category.
- Now in its ninth consecutive year, the WealthManagement.com Industry Awards recognize outstanding organizations and individuals for their work supporting financial advisors' success.
- The program saw record-breaking participation in 2023, with more than 1,000 nominations received from 413 unique companies.
- To learn more about joining RFG Advisory, visit www.rfgadvisory.com/joinrfg .
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Celestial (comics) The firm has provided wealth preservation, investment management, and financial and tax planning for over 30 years.
Key Points:
- The firm has provided wealth preservation, investment management, and financial and tax planning for over 30 years.
- Eson's experience and expertise as an independent Financial Advisor will further add to the organization's capabilities.
- "I am proud to partner with a firm who has a forward-looking vision of meeting client needs," said Eson.
- To meet these complex client needs, Investor's Resource employs a team approach to serving clients.
MADISON, Ala., May 31, 2023 /PRNewswire/ -- Shari Burnum, CEO of Investor's Resource , an RFG Advisory partner firm, in Madison Alabama, has been named by Forbes as a Best-in-State Wealth Advisor for 2023*.
Key Points:
- MADISON, Ala., May 31, 2023 /PRNewswire/ -- Shari Burnum, CEO of Investor's Resource , an RFG Advisory partner firm, in Madison Alabama, has been named by Forbes as a Best-in-State Wealth Advisor for 2023*.
- This is Burnum's second consecutive year earning a place among the state's most accomplished financial professionals.
- While Forbes lists the Top Wealth Advisors in the nation, the publication recognized that local clients most often prefer to work with local wealth advisors.
- To learn more about Investor's Resource and their service offerings, please contact Shari Burnum, CFP by phone at 256-772-4646 or email at [email protected] .
