RFG Advisory

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 g

rowing their businesses. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves.

09/02/2026

Built around her clients. Built around her vision.

For Jennifer Angell, CFA®, launching Palmera Private Wealth meant creating a business that feels personal by design, from the client experience to the way she serves families every day.

We’re excited to welcome Jennifer and Palmera Private Wealth to RFG Advisory and to support what she’s building next.

Made to feel like yours. That’s independence.

09/01/2026

For many Advisors, the biggest shift in going independent isn't just changing where they work. It's changing what they're building.

When you own your business, the conversation changes from production and payout to equity, enterprise value, and creating something that can grow in value alongside you.

That was a big part of the conversation during The Next Move, where Advisors shared how they thought about ownership and the long-term value of their businesses.

Curious what your business could be worth? Explore RFG's Enterprise Value Simulator: https://hubs.li/Q04w5mwR0

08/31/2026

Inflation is proving harder to shake, and interest rates may be headed higher.

After Fed Chair Kevin Warsh struck a more hawkish tone at Jackson Hole, markets raised the odds of a September rate hike to roughly 60% at the time of recording.

In the latest Market Commentary, Rick Wedell breaks down what’s driving the shift, why renewed tensions around the Strait of Hormuz could add to inflation pressure, and the key labor data that could shape the Fed’s next move.

What happens next could come down to Friday’s unemployment report.

Watch the full episode: https://hubs.li/Q04v-BC50

08/31/2026

What changes when Advisors have more control over what they’re building?

More freedom to shape the client experience. More intention behind how the business grows. And more opportunity to build toward the future they actually want.

That’s the opportunity at the heart of independence, and one of the ideas we explored during The Next Move.

Watch the full conversation: https://hubs.li/Q04vZvRC0

Building a successful business is one thing. Building one with real enterprise value is another.That was at the center o...
08/28/2026

Building a successful business is one thing. Building one with real enterprise value is another.

That was at the center of this week's Wealth Management webinar, where Jarrod Biebel, Wesley Miller and Kevin Harper joined Shannon Spotswood and Ed Swenson to talk candidly about the decisions that can shape what comes next.

From growth and ownership to succession and long-term opportunity, they shared the assumptions they challenged, the questions they asked and what they learned about building a business that creates more options for the future.

Missed the conversation? Watch the full webinar replay: https://hubs.li/Q04vH2Rp0

Helping independent Advisors build without compromise isn't just what we say. It's the mission RFG was built around. In ...
08/27/2026

Helping independent Advisors build without compromise isn't just what we say. It's the mission RFG was built around.

In a recent conversation with Jason Diamond, Shannon Spotswood shared why the right platform should be more than a provider. It should be a partner in helping Advisors build the business they actually want to own.

That means putting the infrastructure, technology, talent, and support behind Advisors so they can spend more time serving clients, drive organic growth, and build greater enterprise value, without sacrificing the vision and values that made them want to build in the first place.

That's what growth without compromise looks like at RFG.

Listen to Shannon's full conversation on The Diamond Podcast for Financial Advisors: https://hubs.li/Q04vzrp40

We're proud to announce five finalist nominations for RFG Advisory at the 2026 ThinkAdvisor Luminaries Awards! 🎉 We’re e...
08/26/2026

We're proud to announce five finalist nominations for RFG Advisory at the 2026 ThinkAdvisor Luminaries Awards! 🎉

We’re excited to see the work happening across RFG recognized in five categories:
CEO of the Year | Shannon Spotswood
CIO of the Year | Rick Wedell
Thought Leadership & Education, Individual | Rick Wedell
AI Innovation & Impact
Thought Leadership & Education

This recognition puts a spotlight on what we get to see every day: talented people doing exceptional work and constantly raising the bar for how we serve Advisors.

Congratulations to Shannon, Rick, and the teams across RFG whose work continues to push what’s possible for Advisors and the future of advice.

Disclosure: This recognition was provided on August 24, 2026, by https://hubs.li/Q04vqcCf0. It covers the period December 2024 - June 2026. There was no compensation exchanged in consideration for this recognition. Finalists will be officially announced September 3, 2026, and winners will be announced December 3, 2026, at the ThinkAdvisor Luminaries Awards ceremony. For more information, visit https://hubs.li/Q04vqfG20

We’re live today at 2 PM EDT!There’s still time to save your seat and earn CE credit.You’ve grown your business. Now, wh...
08/25/2026

We’re live today at 2 PM EDT!

There’s still time to save your seat and earn CE credit.

You’ve grown your business. Now, what’s the next move?

Join RFG and Wealth Management for a candid conversation about what comes next, from building enterprise value and creating more flexibility to making decisions that open up greater opportunity for the future.

Bring your questions. Hear directly from Advisors who’ve faced these decisions. Walk away with practical insights you can apply to your own business.

We’ll see you at 2 PM EDT.

Register now: https://hubs.li/Q04vbqMf0

Growth can create momentum. But turning that momentum into lasting enterprise value requires Advisors to think different...
08/24/2026

Growth can create momentum. But turning that momentum into lasting enterprise value requires Advisors to think differently about what they’re building and what they want the business to make possible.

Tomorrow, Wes Miller, Kevin Harper, and Jarrod Biebel will join Shannon Spotswood and Ed Swenson for The Next Move: How Growth-Minded Advisors Are Turning Success Into Enterprise Value, hosted by https://hubs.li/Q04t-Y9w0.

We’ll dig into the decisions that can help Advisors:
↗ Build enterprise value
↗ Turn growth into leverage
↗ Create more options for their future

If you’re thinking about what comes next for your business, there’s still time to be part of the conversation.
📅 August 25
⏰ 2 PM EDT

Register here: https://hubs.li/Q04t_9GV0

You’ve grown. Now what?At a certain point, growth raises a different set of questions.When does a successful business be...
08/21/2026

You’ve grown. Now what?
At a certain point, growth raises a different set of questions.

When does a successful business become an enterprise?
How does your role need to evolve as the business grows?
What actually creates enterprise value beyond AUM and revenue?
And ultimately, what are you building toward?

These are the types of questions we’ll be addressing in our upcoming Wealth Management webinar, The Next Move: How Growth-Minded Advisors Are Turning Success Into Enterprise Value.

Join Shannon Spotswood, Ed Swenson, Wes Miller, Kevin Harper, and Jarrod Biebel for a conversation about what comes after growth and how Advisors can think intentionally about the business they’re building.

📅 August 25, 2026
⏰ 2 PM EDT

Register here: https://hubs.li/Q04tRPv00

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

Website

Alerts

Be the first to know and let us send you an email when RFG Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share