RFG Advisory - Latest News & Updates

From Our President | My first time being a Hack-a-Thon Judge

by: Shannon Spotswood
published: September, 12th 2017

My first time being a Hack-a-Thon Judge

I serve on the Orion Advisory Board.  This year, I was asked to be a Judge at Orion’s FUSE 2017 – a fintech hack-a-thon.  After 2 days of coding, on Saturday we heard 27 pitches, tallied 5400 scores and selected the winners. 

Criteria for judging spanned several categories, but the highlights include: how much coding was done at the event, integration with Orion, usefulness to advisors, implementation, cost & efficiency gained.

  • Best in Show – RIA In A Box for developing a standardized platform for vendors to upload their due diligence documentation required by RIAs to satisfy SEC requirements
  • Best Advisor Innovation – Mineral Interactive for creating easy-to-use web pages incorporating Orion client portal & tiles (you’ll see more from us leveraging this technology in the next 6 months.  It was my vote for Best in Show!)
  • Most Disruptive Technology (we created this award as a result of their presentation) – NetFoundry & Cleverdome Consortium for designing a new dark web endpoint security solution.  (I was the Mentor judge for this group and it was absolutely fascinating futuristic stuff.) 

The Judges were a mix of “Industry Experts” including Michael Kitces, Joel Bruckenstein, Bill Winterberg & Spenser Segal and “Advisor Experts” including me, and the C-levels from United Planners, Abacus Wealth, Beacon Wealth & Signature FD.  Investment news also covered the event live. 

Biggest take-away:  The massive investment we’ve made in building RFG’s technology platform to deliver turn-key solutions to Advisors and their clients is worth it.  Change is coming faster and faster to the wealth management industry.  To be amongst some of the most talented visionaries in Fintech and know that we are well positioned to compete and win in the future, was hugely exciting.

Garrett Keyes of Financial Advisor IQ features Bobby White, CEO and founder of RFG Advisory in an article detailing the firm's latest business decision to change broker-dealers.

Toby Salinger from Financial Planning interviews Bobby White, chairman and CEO of RFG Advisory, about the firm's broker-dealer change that is aligned with their level of growth and embraces the hybrid model. "We feel that our potential is unlimited at thi

WealthManagment.com highlights RFG Advisory news of the firm's broker-dealer change in the outlet's daily brief. The decision comes in order to expand service offers to its 38 independent advisors.

RFG Advisory is featured in InvestmentNews for the firm's recent broker-dealer change to propel its growth. The article highlights that this change, "Will allow us to streamline our process for client and operational support," according to the release.

RFG Advisory Repositions with RIA-Friendly Broker-Dealer to Support Growth Goals

Renee Morad from Forbes features Shannon Spotswood, president of RFG Advisory, in an article detailing how her creative break from the financial space prepared her for her current C-Suite role.

Michael Foster of Kiplinger includes Rick Wedell, CIO of RFG Advisory, in his article discussing funds that can provide income during a volatile market.

Shannon Spotswood, president of RFG Advisory, is featured in Jamie Green's ThinkAdvisor article about how the firm is disrupting the RIA space and leveraging technology.

Forbes reporter JJ Kinahan includes insight from Rick Wedell, CIO at RFG Advisory, which he discussed during a previous TD Ameritrade Network appearance.

Rick Wedell, CIO of RFG Advisory, appears on TD Ameritrade Network alongside host Oliver Renick to discuss the latest in the market headlines.

Shannon Spotswood, president of RFG Advisory, appears with RIA Channel's Julie Cooling to discuss how the firm partners with advisors for growth and optimized practice management.

The Wall Street Journal features Rick Wedell, CIO of RFG Advisory Group. "U.S. Stocks Wobble as Investors Parse Corporate Results,"

Rick Wedell, CIO at RFG Advisory, appears on TD Ameritrade Network's "Morning Trade Live"

April 3, 2018 RFG Advisory Investment Team Weekly Commentary

Shannon Spotswood is Interviewed on "How to Start a Career that ends in the C-Suite"

RFG Advisory CEO, Bobby White sheds light on the continued concept of being a "fiduciary" given the news of voiding the DOL fiduciary rule.

RFG Advisory's Chief Investment Officer, Rick Wedell featured in U.S. News and World Report

March 6, 2018 RFG Advisory Investment Team Weekly Commentary

Advisor News author Brian O'Connell quotes RFG Advisory CIO Rick Wedell "Pay no heed to February stock market swoon, analysts say"

RFG Advisory President Shannon Spotswood featured in the Wall Street Journal "Servicing Clients by Empowering and Training Advisors"

Rick Wedell, CIO of RFG Advisory Group, is featured on a TD Ameritrade Network segment discussing market outlook amid earnings season

From our Investment Team | Weekly Commentary 2.12.18

From RFG Advisor, Tommy Williams | The Efficiencey of a Circular Economy

From our CIO | Quick Market Update 2.5.18

From our Investment Team | Weekly Commentary 2.5.18