RFG Advisory - Latest News & Updates

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

by: Alex Coppola
published: February, 28th 2018


The Wall Street Journal, February 28, 2018

Alex Coppola of The Wall Street Journal features Shannon Spotswood, president of RFG Advisory, in an adviser profile highlighting her background and mentoring experience and how the firm leverages technology to help wealth managers deliver. “One of the greatest challenges facing RFG advisers is leveraging technology to increase operational efficiency, improve client service, and ultimately win new business. The more proactively an adviser can deliver service, the more value they add and the stronger relationship. This was a chance to build what I saw as the RIA of the future, one that provides advisers with the technological and regulatory support they need,” she says.

"The more proactively an advisor can deliver service, the more value they add and the stronger relationship. This was a chance to build what I saw as the RIA of the future, one that provides advisors with the technological and regulatory support they need."

Shannon Spotswood
February 28, 2018

Read the full article below:

"Servicing clients by empowering and training advisors"


RFG Advisory Chooses HIDDENLEVERS to Give Advisors First Class Risk Management and Client Engagement Technology.

RFG Advisory Welcomes Dave Smith and Jamie Keith of ETA Investment & Tax Advisors to its growing platform of Independent Financial Advisors.

Williams Financial Advisor's 20th Annual Christmas Party

Market Commentary December 20, 2018

Video Market Update 12/14/18 Featuring CIO, Rick Wedell

RFG Advisory Adds Ryan Conley to its growing platform of Independent Financial Advisors.

Market Commentary December 6, 2018

Dany L. Martin of Williams Financial Advisors and RFG Advisory was named a "318 Forum Magazine's" top 40 under 40 recipient for 2018

Community Renewal International - Tommy Williams

RFG Advisory CIO, Rick Wedell chimes in on market timing, bond markets, and portfolio re-balancing.

Market Commentary October 31, 2018

Birmingham Business Journal features San Francisco Advisor, Lee Crocker following his move to join RFG Advisory.

RFG Advisory Welcomes San Francisco Advisor, Lee Crocker of Landscape Wealth Advisors to its growing platform of Independent Financial Advisors.

Market Commentary October 25, 2018

How to write a college essay

RFG Advisory President, Shannon Spotswood, had the honor of being a guest speaker of GirlSpring’s “Wonder Women” series where she inspired our future female leaders.

Rick Wedell, CIO of RFG Advisory, returns to TD Ameritrade Network to chat with host Oliver Renick about market outlook and economic growth.

Earlier this month, Shannon Spotswood, president of RFG Advisory, was one of the 66 financial professionals featured in the Birmingham Business Journal’s “Who’s Who in Birmingham Banking and Finance” roundup.

A fresh prospective, RFG Advisory updates the company logo to reflect changes and growth

Weekly Economic Update - July 23, 2018

Rick Wedell, CIO of RFG Advisory, joins the market panel on CNBC "Closing Bell" to chat about economic headlines and why the financials sector might be lagging.

Weekly Economic Update - July 16, 2018

Reporter Debbie Carlson of ETF.com quotes Rick Wedell, CIO of RFG Advisory, in an article about emerging market exchange traded funds, and strategies that financial advisors can use to offset asset allocation surrounding China. "The downside of using equa

Rick Wedell, CIO of RFG Advisory, appears on Cheddar TV to discuss market performance for the day and provide his performance outlook for the third quarter.

Bobby White, Founder and CEO of RFG Advisory discusses what holds us back from change