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.

🏆 We’re honored to share that RFG Advisory brought home both Marketing Team of the Year and Compliance Team of the Year ...
06/25/2026

🏆 We’re honored to share that RFG Advisory brought home both Marketing Team of the Year and Compliance Team of the Year at the 2026 InvestmentNews Excellence Awards.

These awards are especially meaningful because they reflect two areas that are core to how we support Advisors.

At RFG, compliance is not built as a "no" department. It’s built as a strategic partner. Our team approaches every challenge with a simple question: "How can we get there?" That mindset helps Advisors move forward with confidence while maintaining the highest standards of oversight and protection.

The same philosophy drives marketing. Our marketing team is intentionally built to do more than create content. Our focus is helping create the conditions for Advisors to achieve double-digit organic growth.

These recognitions belong to an incredible group of people who show up every day with a servant's heart, a growth mindset, and a relentless commitment to helping Advisors build their businesses without compromise.

Stay tuned. 👀We have some exciting things in the works on both the marketing and compliance front that we'll be sharing later this year.

Congratulations to our teams, and thank you to InvestmentNews for the recognition.




Disclosures: These recognitions were announced on June 24, 2026, by InvestmentNews. The survey period ran from December 1, 2025 through February 27, 2026. There was no compensation exchanged in consideration for these recognitions. For more information, visit https://hubs.ly/Q04mG3C-0

06/24/2026

In this week's Market Commentary, RFG's Chief Investment Officer Rick Wedell shares his perspective on the latest developments impacting investors, including tensions involving Iran and the Strait of Hormuz, inflation risks tied to energy markets, and what recent Federal Reserve messaging could mean for interest rates moving forward.

Topics include:

• Geopolitical risks and potential market implications
• Inflation trends and energy market disruption concerns
• The Fed's latest outlook and policy direction
• The upcoming PCE inflation report
• Economic indicators investors should be watching in the weeks ahead

Watch the full episode now: https://hubs.li/Q04msfGY0

06/23/2026

One year ago this week, our suite of 9 ETFs officially launched on the NYSE.

A huge milestone for RFG and an even bigger step toward rethinking how investment management should work for Independent Advisors.

Bluemonte was built to eliminate friction, simplify portfolio construction, reduce operational complexity, and help Advisors deliver more consistent client outcomes without sacrificing flexibility or control.

One year later, the vision is stronger than ever. Institutional-caliber investment management. Coordinated ETF strategies. Greater efficiency. More scalability. More time back for Advisors to focus on growth and client relationships.

And we’re just getting started.

Disclosures: Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please visit https://hubs.li/Q04mmh_k0. Read the prospectus or summary prospectus carefully before investing.
The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456). Exchange Traded Concepts, LLC serves as the investment adviser to the Funds and RFG Advisory, LLC serves as the investment sub-adviser to the Funds. SEI is not affiliated with Bluemonte Investment Management, RFG Advisory, LLC, or Exchange Traded Concepts, LLC or any of their affiliates.
Investing involves risk, including possible loss of principal.

RFG Advisory is closed today in observance of Juneteenth.A day worth pausing for. A history worth honoring.Wishing every...
06/19/2026

RFG Advisory is closed today in observance of Juneteenth.

A day worth pausing for. A history worth honoring.

Wishing everyone a meaningful day of reflection and remembrance.

Most firms adopt technology to create efficiency. RFG builds technology to create moments. In a recent interview with Pu...
06/16/2026

Most firms adopt technology to create efficiency.

RFG builds technology to create moments.

In a recent interview with Pulse 2.0, VP of Technology and Operations Dr. Jordan Hutchison broke down the philosophy behind RFG's advisor-centric tech stack, and why the goal isn't just to save time, but to give advisors more of what actually matters.

The goal isn't just to save time, but to give advisors more of what actually matters.

"Technology should be used to handle the tasks that don't match an advisor's passion."

From the ClickONE Command Center to partnerships with Zocks, https://hubs.li/Q04lDBTD0, and Income Lab. Every decision starts with the advisor and client experience first.

Read the full interview: https://hubs.li/Q04lDGQs0

06/10/2026

Growth isn't just about doing more. It's about creating more time for the activities that drive results.

Fidelity's research found that nearly 60% of an Advisor time goes to work that does not generate revenue. Reclaiming five focused hours per week can change that math entirely.

In the latest episode of Disruption Blueprint, Shannon Spotswood CEO of RFG Advisory, and Tobias Donath, Head of Go-to-Market and Strategy for Institutional Wealth Management Services at Fidelity Investments, cover:

✅Why time allocation is the real barrier to organic growth
✅How AI is becoming a force multiplier for Advisor productivity
✅The mindset shifts that separate scaling firms from stagnant ones
✅Why organic growth is the clearest signal of long-term enterprise value

Hear the full conversation and download RFG's Advisor Strategic Plan Template to put the ideas into practice: https://hubs.li/Q04kYgdw0

Ed Swenson is taking the stage today at Wealth Management EDGE! As part of the UHNW Forum, Ed will join industry leaders...
06/09/2026

Ed Swenson is taking the stage today at Wealth Management EDGE!

As part of the UHNW Forum, Ed will join industry leaders for a discussion on leveraging technology in estate planning and how innovation is helping Advisors navigate one of the most important and complex conversations they have with clients.

The firms that will lead the next decade won't simply adopt new technology. They'll combine technology, planning expertise, and human connection to deliver better outcomes for clients and build more scalable businesses.

If you're at Wealth Management EDGE today, make plans to join Ed and the panel as they explore what's next for estate planning and what it means for Advisors serving high-net-worth and ultra-high-net-worth clients.

And if you'd like to learn more about how RFG is building the , Kristy Puckett is onsite. Send her a message to grab some time!

We are incredibly proud to share that RFG Advisory has been named a finalist in seven categories for the 2026 Wealth Man...
06/09/2026

We are incredibly proud to share that RFG Advisory has been named a finalist in seven categories for the 2026 Wealth Management Industry Awards, better known as the Wealthies.

These nominations recognize the people, innovation, and vision behind the :

• Chief Executive Officer of the Year: Shannon Spotswood
• Chief Investment Officer of the Year: Rick Wedell
• Chief Compliance Officer of the Year: Rick Ohlrich
• Innovator of the Year: Dr. Jordan Hutchison, ClickONE
• Thought Leader & Rising Star of the Year: Brendan Frazier
• Industry Podcast of the Year: Disruption Blueprint

What excites us most isn't the number of nominations. It's what they represent.

They represent a team that shows up every day with a shared mission: helping Advisors build their businesses without compromise. A team that believes the future of wealth management will be shaped by innovation, human connection, and a relentless focus on creating better outcomes for Advisors and their clients.

We're building the intentionally. Not through a single product, person, or initiative, but through hundreds of decisions made every day by people who care deeply about the Advisors we serve.

Congratulations to our nominees and to the entire RFG team. This recognition belongs to all of you.

The future of advice is being built right now, and we're just getting started! 🚀

Strong economic data and market volatility can coexist. Understanding why requires looking past the headline. In this we...
06/08/2026

Strong economic data and market volatility can coexist. Understanding why requires looking past the headline.

In this week's Market Commentary, RFG Advisory CIO Rick Wedell covers:
- The latest U.S. employment report and what it revealed
- Why stronger job growth can pressure stock valuations
- What long-term investors should focus on during periods of volatility

Watch this week's Market Commentary now: https://hubs.li/Q04kBvft0

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