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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.
By Asset TV5
3131 ratings
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.