RFG Advisory

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RFG Advisory RFG Advisory is an award-winning, Corporate RIA platform designed to help Independent Advisors build their businesses without compromise.

RFG Advisory is a fully-supported platform designed to help Independent Advisors build their businesses without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing, back-office solutions, investment services, technology, IT support, and more. RFG's award-winning, fully integrated platform enables Advisors to thrive while organically growing their businesses. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves.

From managing hedge funds on Wall Street to leading RFG Advisory, Shannon Spotswood has never been one to follow the tra...
10/16/2026

From managing hedge funds on Wall Street to leading RFG Advisory, Shannon Spotswood has never been one to follow the traditional playbook.

In her latest interview with Citywire RIA, Shannon reflects on the experiences that shaped her leadership, her path to CEO, and the perspective she brings to building the future of wealth management.

At RFG, that mindset is shaping how we're challenging the traditional wealth management model, bringing together technology, people, and support to give Advisors greater control over their businesses and the freedom to build on their terms.

Watch the full interview: https://hubs.li/Q04Blhfv0

AI is just the tip of the iceberg.For Financial Advisors, the real opportunity isn't just what AI can do. It's what beco...
10/15/2026

AI is just the tip of the iceberg.

For Financial Advisors, the real opportunity isn't just what AI can do. It's what becomes possible when the data, technology, and workflows behind their business work together.

That's what RFG Advisory is building through ClickONE™, our integrated operating system designed to reduce friction and give Advisors more time for clients and growth.

In a recent webinar with Milemarker, RFG's Dr. Jordan Hutchison breaks down why AI initiatives stall and what it actually takes to put AI to work across an Advisor's business.

Watch the recap: https://hubs.li/Q04Bd1N50

10/14/2026

A big check doesn't always mean true independence.

For Financial Advisors considering a move, a large upfront payout can be tempting. But what looks like a big opportunity today could become a financial obligation that limits your freedom tomorrow.

At RFG Advisory, we believe independence is about more than a check. It's about controlling your business, owning your economics, and building long-term enterprise value. The model you choose should support that freedom, not come with a new set of handcuffs.

In the latest episode of Disruption Blueprint, TrekNorth Founder and Managing Director Jarrod Biebel joins Shannon Spotswood to discuss the reality behind broker-dealer promissory notes, why he chose equity ownership over another payout, and what true independence means for Advisors.

Watch the full episode now: https://hubs.li/Q04B4f9d0

Better financial planning starts with better client context.In his latest article for eMoney, Dr. Jordan Hutchison explo...
10/13/2026

Better financial planning starts with better client context.

In his latest article for eMoney, Dr. Jordan Hutchison explores why understanding the motivations, concerns, and priorities behind a client's financial decisions matters and how technology can help preserve those insights for future planning conversations.

At RFG Advisory, we're building technology around how Advisors actually work, helping them carry valuable client insights into the conversations and decisions that shape financial plans.

Read Jordan's full article: https://hubs.li/Q04B1sFy0

10/13/2026

The S&P 500 is gaining ground, but the story looks different across the rest of the market.

After outperforming U.S. large-cap stocks earlier this year, international and small-cap stocks have reversed course over the past month.

What's driving the shift? Rising interest rates.

In RFG Advisory's latest Market Commentary, CIO Rick Wedell breaks down how higher Treasury yields and a stronger U.S. dollar are reshaping market performance, why diversification matters, and what investors should watch as third-quarter earnings season begins.

Watch the full Market Commentary for Rick's perspective on what's moving markets: https://hubs.ly/Q04B2fgx0

Before you add another AI tool, ask a better question: What can it actually do for your business? For Financial Advisors...
10/12/2026

Before you add another AI tool, ask a better question: What can it actually do for your business?

For Financial Advisors, the opportunity with AI goes beyond meeting notes, summaries, or another assistant to manage. The real value comes when AI has the context to work across the data, technology, and workflows already powering the business.

That’s what RFG is building through ClickONE™: a connected operating experience designed to reduce manual work and give Advisors more time for clients and growth, while keeping the Advisor firmly in control.

Our latest article breaks down what an AI-native RIA should look like, why connected data matters, and what Advisors should expect from AI as the technology evolves.

Read the full article: https://hubs.li/Q04zX4KY0

10/09/2026

Independence shouldn’t come with handcuffs.

Advisors should have more control over their business, their economics, and their future.

That’s the model RFG Advisory is built to support.

RFG is an AI-powered RIA platform that combines technology with hands-on support to help Independent Advisors run more efficient businesses, spend more time with clients, and build long-term enterprise value.

Next week on Disruption Blueprint, TrekNorth Managing Director and Founder Jarrod Biebel joins RFG CEO Shannon Spotswood to talk about his move to independence, the economics behind it, and what changes when you become the owner of your business.

New episode drops October 14 at 10:00 AM.

This October, RFG Advisory is going all in for Make-A-Wish Alabama. 💙 Crush It for Charity is one of our favorite ways t...
10/08/2026

This October, RFG Advisory is going all in for Make-A-Wish Alabama. 💙

Crush It for Charity is one of our favorite ways to come together as a team, and this year, we’re supporting Make-A-Wish and the work it does for children with critical illnesses and their families.

We’re working toward two big goals: raising $65,000 and logging 15,000 miles throughout October.

Learn more about Make-A-Wish Alabama: https://hubs.li/Q04zwD410

10/07/2026

Fidelity’s $100 million custody minimum is more than a policy change. It’s an industry signal.

The infrastructure required to operate an independent RIA is getting more sophisticated. Technology. Compliance. Operations. Cybersecurity. AI. Investment management. Talent.

At RFG, we fiercely believe independence is the winning model. And moments like this reinforce something we believe just as strongly: the model supporting your independence matters more than ever.

If you are already evaluating where your assets should go next, ask the bigger question:

Is the infrastructure behind your business built for where you want to go next?

Because this is bigger than custody. It is about having the scale, technology and support behind your independence to build for what comes next.

Explore what Fidelity’s change could mean for Independent Advisors and the options worth considering next: https://hubs.li/Q04ztL5X0

Today is the day. Advisors don’t need another AI tool. They need technology that helps them run a better business. That’...
10/06/2026

Today is the day.

Advisors don’t need another AI tool. They need technology that helps them run a better business.

That’s what RFG Advisory is building through ClickONE™: using AI to help Advisors operate more efficiently, spend more time with clients, and build enterprise value.

Today at 1:00 PM ET, Dr. Jordan Hutchison joins Jud Mackrill of Milemarker to break down what needs to happen behind the scenes for AI to actually make an Advisor’s job easier.

Because technology should work for the Advisor. Not the other way around.
📅 Today | 1:00 PM ET
🔗 Save your seat: https://hubs.li/Q04zhFNV0

Address

1400 Urban Center Drive, Ste 475
Birmingham, AL
35242

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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