RFG Advisory: Recognition-Earning Innovation
At RFG Advisory, we’re dedicated to changing the DNA of our industry.
We’re committed to re-writing the rules, creating new opportunities and deciding what the future will look like. Most importantly, we’re empowering advisors to maximize their independence, chart their own course and better serve their clients. And our industry-changing approach and innovative work have earned us some impressive industry recognition in the past year.
InvestmentNews 2021 Best Places to Work for Financial Advisers
RFG Advisory has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews. RFG Advisory was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
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InvestmentNews’ 2021 Innovation Awards Finalist
InvestmentNews has recognized RFG Advisory “RFG”, as a 2021 Innovation Award finalist. RFG Advsisory along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their creative and novel systems and improvements that help financial advisers take care of their clients, run their businesses and boost client outcomes.
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Financial Times Top Financial Advisors 2020
Top 300 RIA of 13,000 RIAs nationwide
This inclusion recognizes and rewards our leadership and commitment to providing the highest level of service and support for our affiliated advisors and their clients. Financial Times is one of the world’s leading news organizations, recognized internationally for authority, integrity, and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news, and services for the global business community.
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WealthManagement.com 2020 & 2021 Industry Award Finalist
Category: Non-Custodial RIA Support Platform
RFG Advisory is honored to be named in the top three finalists for a WealthManagement.com Wealthie award in the Non-Custodial RIA Platform category. This nomination reflects key strengths that set RFG Advisory apart, including our investment in top talent, our commitment to excellence, and our constant advancement of the financial services industry. WealthManagement.com Industry Awards (“Wealthies”) is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.
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Barron’s Industry Awards 2020 Finalist
Category: Doing Good – Honoring programs that support a deserving cause or give back to the communities we serve: StrongHer Money
StrongHer Money was created to help women to live financially fearless and serve their growing regional network of independent advisors. The platform is turnkey solution for advisors looking to host educational virtual and live events and provide instant, online access to resources for women centered on contemporary themes: wellness, fitness and health; debt savings and budgeting; work and family life balance; investing; retirement planning; preparing for the unexpected; and philanthropy.
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InvestmentNews
Women to Watch: Shannon Spotswood
Each year, InvestmentNews honors female financial advisers and industry executives who are distinguished leaders at their firms. An experienced investment banker and hedge fund manager, Shannon Spotswood joined RFG Advisory, a $2 billion hybrid advisory firm, to help build a company that provides other RIA firms with comprehensive support, inspiration and resources. “I’m comfortable living on the edge of cutting-edge tech,” says Spotswood, who views RFG as a service company first, a tech company second and an RIA third. Supportive of education, Spotswood created StrongHer Money, a platform to help women by providing financial information and support, and will serve as the next chairman of the educational foundation for Birmingham’s public schools.
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