RFG ADVISORY


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

RFG Advisory Awarded on the USA Today Best Financial Advisory Firms 2023 List

Retrieved on: 
Wednesday, May 10, 2023
RIA, RFG, Adviser, Growth, AUM, USA Today, Assets under management, Financial adviser

BIRMINGHAM, Ala., May 10, 2023 /PRNewswire/ -- RFG Advisory , an innovative and fast-growing platform for independent Advisors, is pleased to announce it has been awarded on the USA Today list of Best Financial Advisory Firms 2023.

Key Points: 
  • BIRMINGHAM, Ala., May 10, 2023 /PRNewswire/ -- RFG Advisory , an innovative and fast-growing platform for independent Advisors, is pleased to announce it has been awarded on the USA Today list of Best Financial Advisory Firms 2023.
  • USA Today and Statista selected Best Financial Advisory Firms 2023 based on two dimensions: recommendations by clients and peers and a firm's growth of Assets Under Management (AUM).
  • RFG Advisory is ecstatic to be recognized on the USA Today list of Best Financial Advisory Firms 2023 based on both qualitative client and peer recommendations and quantitative growth data.
  • "We're absolutely thrilled and humbled to be named to this prestigious list of financial advisory firms," said Shannon Spotswood, President at RFG Advisory.

Investa Financial Planning Launches in Bay Area by Founder Andrew Kessler, CFP®, MBA

Retrieved on: 
Wednesday, March 22, 2023
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LIVERMORE, Calif., March 22, 2023 /PRNewswire/ -- Bay Area-based Financial Planner and Advisor, Andrew Kessler, CFP®, MBA, launches his new firm, Investa Financial Planning.

Key Points: 
  • LIVERMORE, Calif., March 22, 2023 /PRNewswire/ -- Bay Area-based Financial Planner and Advisor, Andrew Kessler, CFP®, MBA, launches his new firm, Investa Financial Planning.
  • Investa Financial Planning is a firm predicated on the value of service, realistic advice, and goals-based investing.
  • The name "Investa" is derived from a combination of Roman Mythology and elements of the financial industry.
  • Kessler is a CERTIFIED FINANCIAL PLANNER™ and has spent the last decade serving clients in the financial services industry.

RFG Advisory Secures Top BeFi Talent Dr. Jordan Hutchison and Gears for Massive Tech Upgrade

Retrieved on: 
Thursday, February 23, 2023
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BIRMINGHAM, Ala., Feb. 23, 2023 /PRNewswire/ -- Kicking off its investment in RFG 3.0, the next evolution of our cutting-edge platform for independent registered investment Advisors, RFG Advisory announces a new Vice President of Technology. The firm welcomes Dr. Jordan A. Hutchison, renowned behavioral scientist, and technology expert, to its powerhouse ranks this month. This addition reinforces the firm's ranking as a Forbes Top 100 RIA and commitment to driving innovative, future-oriented solutions for advisors.

Key Points: 
  • Blazing ahead, RFG Advisory continues to disrupt the RIA landscape with innovative Advisor tech.
  • The firm welcomes Dr. Jordan A. Hutchison , renowned behavioral scientist, and technology expert, to its powerhouse ranks this month.
  • This addition reinforces the firm's ranking as a Forbes Top 100 RIA and commitment to driving innovative, future-oriented solutions for advisors.
  • "RFG offers both the resources and opportunity to create something remarkably unique and yet so critically necessary for this profession," said Dr. Hutchison.

RFG Advisory Rounds Out an Award-Winning 2022 with 17 New Advisors, Looks Ahead to Even More Significant Growth in the New Year

Retrieved on: 
Wednesday, January 11, 2023
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The Forbes/SHOOK distinction is just the latest honor in a long list of recognition RFG has received this year for their work empowering independent Advisors with the tools and resources they need to grow.

Key Points: 
  • The Forbes/SHOOK distinction is just the latest honor in a long list of recognition RFG has received this year for their work empowering independent Advisors with the tools and resources they need to grow.
  • Earlier this year, RFG was selected as one of RIA CHANNEL's Top 50 Wealth Managers by Growth in Assets.
  • "The humbling industry recognition and addition of 17 Advisors to the RFG family lets us know the work we're doing is resonating."
  • To learn more about being a part of the growing RFG team, click here .

RFG Advisory Named to the Inaugural Forbes/SHOOK List of Top 100 RIA Firms

Retrieved on: 
Thursday, November 10, 2022
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BIRMINGHAM, Ala., Nov. 10, 2022 /PRNewswire/ -- RFG Advisory, an innovative and fast-growing platform for independent Advisors, is proud to announce that they've been named to the first-ever Forbes list of America's Top RIA Firms, compiled in partnership with SHOOK Research.

Key Points: 
  • "We're honored to be recognized by Forbes and SHOOK for the work that forms the foundation of our platform."
  • The viewpoints here are those of RFG Advisory, LLC Management and may not reflect those of its employees or clients.
  • Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.
  • SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Takes Home the Wealthmanagement.com Industry Award in the Non-Custodial RIA Support Platform Category for Thrice-Nominated RFG Assist Initiative

Retrieved on: 
Friday, September 9, 2022
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BIRMINGHAM, Ala., Sept. 9, 2022 /PRNewswire/ -- RFG Advisory, an innovative and fast-growing platform for independent Advisors, is proud to announce that they've won the 2022 Wealthmanagement.com Industry Award in the category of Non-Custodial RIA Support Platform for their RFG Assist initiative.

Key Points: 
  • BIRMINGHAM, Ala., Sept. 9, 2022 /PRNewswire/ -- RFG Advisory, an innovative and fast-growing platform for independent Advisors, is proud to announce that they've won the 2022 Wealthmanagement.com Industry Award in the category of Non-Custodial RIA Support Platform for their RFG Assist initiative.
  • RFG Assist offers Advisors fractional allocation for an administrative assistant who has been hired, trained, coached, and mentored by RFG.
  • "Taking home the Wealthy for RFG Assist reflects our larger mission of building an RIA of the future.
  • Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.

Shreveport-Based WFA Partners with Dallas-Fort Worth Advisory Practice

Retrieved on: 
Thursday, July 7, 2022
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He will be joining a very experienced team led by WFA Partners and Wealth Advisors Steve Carney, ChFC, Dany Martin, MBA, and Chase Crump, CFP, who will integrate Chancellor into its growing practice.

Key Points: 
  • He will be joining a very experienced team led by WFA Partners and Wealth Advisors Steve Carney, ChFC, Dany Martin, MBA, and Chase Crump, CFP, who will integrate Chancellor into its growing practice.
  • Steve Carney, ChFC, Partner and Wealth Advisor at WFA, said: "We are honored to welcome Tom, a trusted friend and colleague, to the WFA team.
  • WFA is affiliated with RFG Advisory, a hybrid registered investment advisor (RIA) based in Birmingham, Alabama.
  • Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.

Pontera and RFG Advisory Announce Partnership to Help Advisors Manage Clients’ Retirement Assets

Retrieved on: 
Thursday, June 9, 2022
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We are excited to partner with RFG Advisory to support their mission to provide a higher level of personal service to clients by enabling their advisors to securely manage and trade clients retirement accounts.

Key Points: 
  • We are excited to partner with RFG Advisory to support their mission to provide a higher level of personal service to clients by enabling their advisors to securely manage and trade clients retirement accounts.
  • Because retirement assets are held off of their financial advisors custody platform, or held away, managing them has been challenging historically, limiting the ability of financial advisors to give clients the help they need.
  • Our partnership with Pontera will enable RFG advisors to securely manage clients retirement accounts as part of a holistic and comprehensive wealth management plan.
  • Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure.

RFG Advisory Announces Affiliation With RVA Wealth Management

Retrieved on: 
Wednesday, June 1, 2022
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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.

Key Points: 
  • 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.
  • Drawing from decades of experience in insurance, brokerage, and an Internet healthcare startup, David started RVA Wealth Management 12 years ago.
  • After careful consideration, we have decided to join forces with RFG Advisory in order to offer new and exciting opportunities for our clients now and in the future, David Koren, Founder of RVA Wealth Management, stated.
  • Private Client Services, RVA Wealth Management, and RFG Advisory are unaffiliated entities.

FMG Suite Partners with RFG Advisory to Launch Digital Marketing Platform to Drive Business Growth for Financial Advisors

Retrieved on: 
Thursday, March 10, 2022
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Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the ability to connect and engage with clients and prospects across every medium in a scalable and authentic basis.

Key Points: 
  • Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the ability to connect and engage with clients and prospects across every medium in a scalable and authentic basis.
  • Original pre-approved content Pathfinder allows RFG advisors to leverage custom content created by the RFG team as well as create their own content.
  • We are excited that the Pathfinder platform will soon be available to help RFG Advisory with this critical element of their business, said Susan Theder, CMO/CXO of FMG Suite.
  • FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses.