Cape Cod, you were good to us! 💙 Our 2026 Owner's Retreat brought RFG's Advisor owners and their spouses together to share ideas, strengthen relationships and help shape what's next. Our Advisors have a voice in where we're headed as we build the RIA of the Future™ together!

Four wishes funded. And we're not done yet! 💙 Through RFG's annual Crush It for Charity campaign, we've raised enough to help grant four wishes for children through Make-A-Wish Alabama. With a fifth wish in sight, Team RFG is keeping the momentum going! hubs.li/Q04C53C90

Some of the best days on the golf course have nothing to do with the scorecard. ⛳💙 Team RFG joined Make-A-Wish Alabama's Putt Wishes First Golf Tournament as part of our annual Crush It for Charity initiative, helping grant wishes for children facing critical illnesses.

Fidelity's $100M custody minimum isn't the whole story. What Advisors do next is. Shannon Spotswood sees an opportunity to rethink growth, ownership, & the support behind an independent business. Don't just solve for custody. Make your next move count. hubs.li/Q04BMjhp0

Cape Cod, here we come! RFG's 2026 Owners' Retreat brings together our Advisor owners and their spouses to shape what's next. From ClickONE™ and AI to business intelligence and capital solutions, we're focused on helping Advisors build stronger businesses.

From hedge funds to CEO of RFG Advisory, Shannon Spotswood is challenging the traditional playbook and rethinking what's possible for Independent Advisors. Read her Citywire RIA interview: hubs.li/Q04Blhb40

AI is just the tip of the iceberg. In a webinar with Milemarker, RFG's Dr. Jordan Hutchison explores why connected data matters and how RFG is putting AI to work for Advisors through ClickONE™. Watch the recap: hubs.li/Q04Bd1WJ0

A big check doesn't always mean true independence. On Disruption Blueprint, Jarrod Biebel and Shannon Spotswood unpack the reality behind big recruiting payouts. Watch now: hubs.li/Q04B4dwP0

Better financial planning starts with better client context. Dr. Jordan Hutchison shares how technology can help Advisors preserve valuable client insights and deliver more personalized advice. Read his latest article for eMoney: hubs.li/Q04B1sk20

The S&P 500 is gaining ground, but international and small-cap stocks are losing momentum. RFG Advisory CIO Rick Wedell breaks down how rising interest rates are shifting market performance and what investors should watch next. hubs.ly/Q04B2fgy0

Before adding another AI tool, ask: What can it actually do for your business? RFG Advisory is building ClickONE™ to put AI to work across connected data and workflows, reducing friction and giving Advisors more time for clients and growth. Read more: hubs.li/Q04zX54z0

Independence shouldn’t come with handcuffs. Next on Disruption Blueprint, Jarrod Biebel joins Shannon Spotswood to talk about his move to independence, the economics behind it, and what changes when you own your business. New episode: Oct. 14 at 10 AM.

This October, RFG Advisory is going all in for Make-A-Wish Alabama. 💙  Learn more: hubs.li/Q04zwD420

Fidelity’s $100M custody minimum is more than a policy change. It’s an industry signal. Independence is the winning model. But the model supporting your independence matters. This is bigger than custody. Is your business built for what’s next? hubs.li/Q04ztLgc0

Advisors don’t need another AI tool. They need technology that helps them run a better business. Today at 1 PM ET, RFG’s Dr. Jordan Hutchison joins Milemarker’s Jud Mackrill to unpack what it takes to make AI actually useful for Advisors. Save your seat: hubs.li/Q04zhFN30

When does an ETF conversion cross the line into tax avoidance? RFG CIO Rick Wedell spoke with Wealth Management about new IRS guidance on 351 conversions and what Advisors need to know. Read more: hubs.li/Q04z8PMs0

The future of wealth management is being defined right now. At RFG, we’re defining it. At the 2026 Wealthies, CEO Shannon Spotswood shared how RFG is putting AI and innovation to work to give Advisors more time, reduce friction and build stronger businesses. #RIAoftheFuture

More information doesn’t replace the value of having someone in your corner. Dr. Jordan Hutchison joins Sten Morgan on the Elite Financial Advisor Podcast to talk AI, financial planning and why technology should strengthen great Advisors, not replace them. 🎧 Drops tomorrow.

On Disruption Blueprint, Tim White of hubs.li/Q04yK_MB0 joins Shannon Spotswood to talk about the relationships, technology and support that help Advisors build stronger businesses. ▶️ Watch the full episode: hubs.li/Q04yK-_r0

AI at scale starts with the right foundation. At RFG, that’s ClickONE™: connecting the data, technology and workflows that power an Advisor’s business so AI can create greater efficiency and capacity. See how we’re building the #RIAoftheFuture: hubs.li/Q04yBS4D0