Tag : Shannon Spotswood

RFG Advisory Surpasses $1.5 Billion in Recruited Client Assets During Record First Half of 2026
Finance Investment Services News

RFG Advisory Surpasses $1.5 Billion in Recruited Client Assets During Record First Half of 2026

Business Wire
Latest Advisor team from Farther caps record recruiting momentum driven by technology, culture and strategic execution RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their businesses without compromise, announced it has surpassed $1.5 billion in recruited client assets during the first......
RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital® Partnership
Fintech Investments News

RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital® Partnership

Business Wire
Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, announced a strategic partnership with iCapital1, the global fintech company shaping the future of investing. The integration expands......
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