BIRMINGHAM, Alabama–(BUSINESS WIRE)–RFG Advisory, an innovative and fast-growing platform for independent advisors, has been recognized as one of the best companies to work for for financial advisors in 2022 by Investment News. Investment News honors outstanding employers in the financial advisory industry who invest in creating a work environment and culture that attracts the best employees every year – an accolade that RFG Advisory has received two years in a row based on surveys to employers and employees.
“We are beyond grateful to receive this honor again from Investment News and share it collectively with a team of top performers who put maximum effort into everything they do,” said Bobby White, CEO and Founder of RFG Advisory. “Financial advisors who affiliate and join RFG do so thanks to a culture of innovation that sets them apart and gives them a real competitive advantage. Culture is the cornerstone of RFG Advisory, a badge of honor that we wear proudly.
“RFG Advisory is honored to receive this gratifying recognition from Investment News for two consecutive years, on behalf of the financial advisors we love to serve,” said Shannon Spotswood, President of RFG Advisory. “An unwavering focus and dedicated commitment to the well-being of our community serves as our North Star. This reflects the technological innovation and distinctive Servant Heart-Warrior Mindset culture that RFG is known for.
Investment News worked with Best Companies Group, an independent research firm specializing in identifying the best places to work, to create the survey and recognition program.
“We’ve all seen the value of a great work culture over the past year, and Investment News is delighted to once again recognize companies that take the initiative to provide great financial advice and be a great place to work,” said George Moriarty, Chief Content Officer at Investment News.
RFG Advisory has experienced accelerated growth and notable recognition in the wealth management industry, starting with this dual recognition of Best Workplaces for Financial Advisors through Investment news. RFG was also named Best Places to Work for Financial Advisors in 2021 and a finalist in the 2021 InvestmentNews Innovation Awards. Additionally, in 2021, Dany Martin, MBA, Partner and Wealth Management Advisor at WFA received the Investment News Price 40 under 40. RFG Advisory was named a finalist for the Innovation Awards and Best Places to Work. In 2020, RFG President Shannon Spotswood was recognized as a Women to Watch Honoree by Investment news.
Additionally, in 2021, RFG received two ThinkAdvisor LUMINARY Awards in Thought Leadership and Education. For the past two years, RFG has been named a finalist for Wealthmanagement.com’s Industry Awards in 2021 and 2020 for Noncustodial Support Platforms and a Top 300 RIA by the Financial Times in 2020.
To learn more about the Investment News 2022 Best Places to Work for Financial Advisors, please visit Bestplacesforadvisers.com.
Learn more about RFG Advisory at https://www.rfgadvisory.com/ and follow RFG Advisory on LinkedIn, TwitterFacebook and YouTube.
On Investment News
Investment News is the leading source of news, analysis and information essential to the financial advisor community. Since 1998, our standard of editorial excellence and deep industry knowledge have enabled us to educate, inform and engage the most influential financial advisors. Through our weekly newspaper, website, newsletters, research, events, videos and webcasts, Investment News provides exclusive, up-to-date insights and actionable insights that enable financial advisors to serve their clients and run their businesses more effectively when, how and where they need it.
InvestmentNews’ headquarters are located in New York, with an office in Washington DC Investment News is part of Bonhill Group plc, based in London.
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, then a technology company and a third hybrid-RIA. RFG Advisory offers a turnkey integrated platform that provides advisors with all the tools and resources they need to be the CEO of their practice, not the COO, including turnkey technology, institutional caliber investment management, marketing, compliance, business advisory. and operational support. Focused on amplifying independence, advisors affiliated with RFG Advisory retain all equity in their firm and pay a basis point fee to access RFG’s investment and technology platform. In addition, through RFG Capital, the company buys stakes in consulting firms to facilitate succession planning and provides loans to advisers to enable the transition to full independence.
Securities offered by Registered Representatives through Retail Services. FINRA/SIPC member. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities.