Meet the RIA: RFG Advisory
About this episode
Shannon Spotswood discusses RFG Advisory's support for independent advisors and their vision for technology and investment solutions.
RFG Advisory CEO Shannon Spotswood discusses how the firm is helping independent advisors build stronger businesses through technology, investment solutions, and platform support. She shares RFG’s vision for artificial intelligence, including its investment in Zocks and the development of ClickONE, while also highlighting the growing importance of institutional-quality investment capabilities through partnerships like iCapital and Bluemonte.
More episodes of Meet the RIA
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- Meet the RIA: WE Family Offices
- Meet the RIA: Robertson Stephens
- Meet the RIA: Activest Wealth Management
- Meet the RIA: Hightower Advisors
- Meet the RIA: Rose Capital Advisors
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