RFG Advisory

10/09/2026

Independence shouldn’t come with handcuffs.

Advisors should have more control over their business, their economics, and their future.

That’s the model RFG Advisory is built to support.

RFG is an AI-powered RIA platform that combines technology with hands-on support to help Independent Advisors run more efficient businesses, spend more time with clients, and build long-term enterprise value.

Next week on Disruption Blueprint, TrekNorth Managing Director and Founder Jarrod Biebel joins RFG CEO Shannon Spotswood to talk about his move to independence, the economics behind it, and what changes when you become the owner of your business.

New episode drops October 14 at 10:00 AM.

10/08/2026

This October, RFG Advisory is going all in for Make-A-Wish Alabama. 💙

Crush It for Charity is one of our favorite ways to come together as a team, and this year, we’re supporting Make-A-Wish and the work it does for children with critical illnesses and their families.

We’re working toward two big goals: raising $65,000 and logging 15,000 miles throughout October.

Learn more about Make-A-Wish Alabama: https://hubs.li/Q04zwD410

10/07/2026

Fidelity’s $100 million custody minimum is more than a policy change. It’s an industry signal.

The infrastructure required to operate an independent RIA is getting more sophisticated. Technology. Compliance. Operations. Cybersecurity. AI. Investment management. Talent.

At RFG, we fiercely believe independence is the winning model. And moments like this reinforce something we believe just as strongly: the model supporting your independence matters more than ever.

If you are already evaluating where your assets should go next, ask the bigger question:

Is the infrastructure behind your business built for where you want to go next?

Because this is bigger than custody. It is about having the scale, technology and support behind your independence to build for what comes next.

Explore what Fidelity’s change could mean for Independent Advisors and the options worth considering next: https://hubs.li/Q04ztL5X0

10/06/2026

Today is the day.

Advisors don’t need another AI tool. They need technology that helps them run a better business.

That’s what RFG Advisory is building through ClickONE™: using AI to help Advisors operate more efficiently, spend more time with clients, and build enterprise value.

Today at 1:00 PM ET, Dr. Jordan Hutchison joins Jud Mackrill of Milemarker to break down what needs to happen behind the scenes for AI to actually make an Advisor’s job easier.

Because technology should work for the Advisor. Not the other way around.
📅 Today | 1:00 PM ET
🔗 Save your seat: https://hubs.li/Q04zhFNV0

10/05/2026

When does a tax-efficient ETF conversion cross the line into tax avoidance?

New IRS guidance is putting greater scrutiny on Section 351 ETF conversions and what RIAs need to consider when using them.

RFG Chief Investment Officer Rick Wedell spoke with Wealth Management about the new guidance, where the IRS appears to be drawing the line, and what it could mean for Advisors using 351 conversions with clients.

At RFG, Advisors do not have to navigate an evolving investment landscape alone. Rick and RFG’s Investment Team bring institutional-caliber investment management directly to Advisors, helping them evaluate complexity and make informed portfolio decisions for their clients.

Read Rick’s perspective in Wealth Management: https://hubs.li/Q04z8PMr0

10/02/2026

The future of the industry is being defined right now.

At RFG, we’re defining it.

During the 2026 Wealthies, RFG CEO Shannon Spotswood caught up with Elena Krasnow with StreetCred PR, on what has RFG energized right now: challenging what an RIA can be and building a better model for Independent Advisors.

That means embracing AI and innovation with a clear purpose: giving Advisors more time, removing friction from their businesses and creating more capacity for the client relationships that drive growth and enterprise value.

That’s the RIA of the Future™. And we’re building it now.

10/01/2026

More information doesn’t replace the value of having someone in your corner.

On the Elite Financial Advisor Podcast, Dr. Jordan Hutchison joined Sten Morgan, CFP®, ChFC® to talk about AI, financial planning and why the value of an Advisor goes far beyond producing a plan.

Financial planning is ongoing. It requires context, judgment and an understanding of the person behind the numbers, especially when clients are navigating decisions that don’t have a simple answer.

That’s how we think about technology at RFG. The opportunity isn’t to replace the Advisor. It’s to help great Advisors be even better trusted partners to their clients.

The full episode drops tomorrow, October 2.
🎧 Listen to the full conversation on Apple Podcasts: https://hubs.li/Q04yXmCT0
▶️ Watch on YouTube: https://hubs.li/Q04yXmBR0

09/30/2026

The strongest businesses aren’t built alone.

That’s a theme Tim White, Co-Founder of https://hubs.li/Q04yK_MC0, brings to his conversation with Shannon Spotswood on Disruption Blueprint: success is shaped by the relationships you build and the support you have around you.

They explore what that looks like for Financial Advisors as estate planning, AI, and client expectations evolve, and how the right technology and partnerships can create more capacity for meaningful client relationships.

At RFG, we believe Advisors should have the freedom to build on their terms without having to do it alone. That means surrounding them with the technology, resources, and support to build stronger businesses and serve clients at a higher level.

▶️ Watch the full episode: https://hubs.li/Q04yK_MD0

09/29/2026

AI at scale starts with the foundation you build for it.

At RFG, that foundation is ClickONE™.

Our integrated operating system brings together the data, technology and workflows that power an Advisor’s business, creating the context AI needs to become more useful across the entire Advisor experience.

But our goal isn’t AI for AI’s sake. Great technology should make great Advisors even better.

We’re building ClickONE™ to help Advisors increase efficiency, create more capacity and spend more time where they can have the greatest impact: with their clients and growing the enterprise value of their business.

On October 6, Dr. Jordan Hutchison of RFG Advisory and Jud Mackrill of Milemarker will break down why AI initiatives stall before reaching the Advisor, what AI at scale actually requires and how firms can build toward AI-ready operations.

🔗 Save your seat: https://hubs.li/Q04yBS4C0

09/28/2026