RFG

Crescent Private Wealth Launches, Supported by RFG Advisory

Retrieved on: 
Thursday, May 2, 2024
Edward Jones, MBA, Family, RFG, Learning, RIA, Crescent, Financial adviser

BIRMINGHAM, Ala., May 2, 2024 /PRNewswire/ -- RFG Advisory ("RFG"), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the launch of Crescent Private Wealth ("Crescent"), a North Carolina-based wealth management firm founded and owned by Ahmad Quqa, MBA, AAMS™.

Key Points: 
  • BIRMINGHAM, Ala., May 2, 2024 /PRNewswire/ -- RFG Advisory ("RFG"), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the launch of Crescent Private Wealth ("Crescent"), a North Carolina-based wealth management firm founded and owned by Ahmad Quqa , MBA, AAMS™.
  • "Aligning with RFG, we're not just gaining unparalleled support but also affirming our shared values of independence, innovation and entrepreneurialism.
  • "We are delighted to welcome Ahmad and his team to the RFG family," said Shannon Spotswood , president at RFG Advisory.
  • Independent firms who are interested in learning more about partnering with RFG can learn more about its award-winning platform1 at rfgadvisory.com .

Calavo Growers, Inc. Announces First Quarter 2024 Financial Results

Retrieved on: 
Monday, March 11, 2024
Acquisition, Total, Calavo Growers, Sale, RFG, Nature, Adjustment, Income tax, GAAP, Fruit, Depreciation

SANTA PAULA, Calif., March 11, 2024 (GLOBE NEWSWIRE) -- Calavo Growers, Inc. (Nasdaq-GS: CVGW), a global avocado industry leader and provider of convenient, ready-to-eat fresh food, today reported its financial results for the fiscal first quarter ended January 31, 2024.

Key Points: 
  • SANTA PAULA, Calif., March 11, 2024 (GLOBE NEWSWIRE) -- Calavo Growers, Inc. (Nasdaq-GS: CVGW), a global avocado industry leader and provider of convenient, ready-to-eat fresh food, today reported its financial results for the fiscal first quarter ended January 31, 2024.
  • As a result, the financial results of that business are reported as discontinued operations in this press release.
  • We expect another successful California avocado season for Calavo in fiscal 2024.”
    “We continue to anticipate completing the sale of our fresh cut business within the fiscal second quarter.
  • Performance in our tomato business has improved in the second quarter, and we expect solid tomato results in fiscal 2024.

RFG Advisory Bolsters Executive Roster by Adding Abby Salameh and Two Tenured Leaders

Retrieved on: 
Thursday, March 7, 2024
Professional Services, Technology, Finance, Software, Fintech, Consulting, Acquisition, Name, CAIS, FNZ, Marketing, RIA, Growth, AUM, RFG, Conference, Milestone, Salameh, Annual, Management

RFG Advisory , (“RFG”) an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced three key appointments to its executive team.

Key Points: 
  • RFG Advisory , (“RFG”) an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced three key appointments to its executive team.
  • Abby Salameh , an industry pioneer with over 25 years of building growth services for independent financial advisors, joins RFG as chief growth officer.
  • Recognized as the 2023 WeathManagement.com Technology CMO of the Year1, Salameh is set to drive advisor recruitment, marketing and organic growth among RFG’s existing network of advisors.
  • “RFG is the most industry awarded firm advisors have never heard of and we are about to change that,” said Salameh.

InvestmentNews Recognizes RFG Advisory as a 2024 Best Place to Work for Financial Advisors

Retrieved on: 
Wednesday, February 28, 2024
Workplace, Job satisfaction, Culture, Growth, RFG, Adviser, Financial adviser, Environment

BIRMINGHAM, Ala., Feb. 28, 2024 /PRNewswire/ -- RFG Advisory, ("RFG") an innovator in the wealth management industry committed to serving independent financial advisors and their clients, has been recognized as a 2024 Best Places to Work for Financial Advisors by InvestmentNews. InvestmentNews annually recognizes exceptional employers in the financial advisory sector who prioritize creating a workplace that attracts top talent, a distinction measured through comprehensive employer and employee surveys.

Key Points: 
  • BIRMINGHAM, Ala., Feb. 28, 2024 /PRNewswire/ -- RFG Advisory , ("RFG") an innovator in the wealth management industry committed to serving independent financial advisors and their clients, has been recognized as a 2024 Best Places to Work for Financial Advisor s by InvestmentNews .
  • InvestmentNews annually recognizes exceptional employers in the financial advisory sector who prioritize creating a workplace that attracts top talent, a distinction measured through comprehensive employer and employee surveys.
  • "Financial advisors choose to work with us because of the hard work our team does on their behalf, day in and day out, and because we have built a culture that helps breed success."
  • The "Best Places to Work for Financial Advisors" is a research-driven program from InvestmentNews in collaboration with Best Companies Group .

Investor's Resource's Shari Burnum Ranked as a Forbes Top Women Advisor

Retrieved on: 
Thursday, February 22, 2024
Woman, Research, Telephone, Growth, Resource, RFG, Financial adviser

MADISON, Ala., Feb. 22, 2024 /PRNewswire/ -- Investor's Resource, a comprehensive wealth management team of experienced advisors, today shared that Shari Burnum, CFP®, CEO and founder, has been named to the 2024 Forbes Top Women Wealth Advisors Best-In-State list. Since 2019, Investor's Resource has been affiliated with independent advisor growth platform, RFG Advisory ("RFG").

Key Points: 
  • Since 2019, Investor's Resource has been affiliated with independent advisor growth platform, RFG Advisory ("RFG").
  • This marks the third consecutive year that Burnum has secured a position on the Top Women Wealth Advisors list, rising to fourth in the rankings this year.
  • "It's an honor to continue to be seen amongst my peers as a Forbes Top Women Wealth Advisor," said Burnum.
  • Forbes Top Women Wealth Advisors Best-in-State recognition showcases the top professionals in the industry, representing experts across the nation by state.

Nitrogen to Supercharge RFG’s Advisor Growth, Client Satisfaction and Retention

Retrieved on: 
Wednesday, January 31, 2024
Personal Finance, Apps, Applications, Technology, Finance, Fintech, Professional Services, Software, Data Analytics, Data Management, Asset Management, Partnership, RFG, Heart, Growth, RIA, Marketing, Financial adviser

Nitrogen is the latest addition to RFG’s technology stack, which was thoughtfully assembled to provide growth-minded advisors with a comprehensive suite of best-in-class solutions.

Key Points: 
  • Nitrogen is the latest addition to RFG’s technology stack, which was thoughtfully assembled to provide growth-minded advisors with a comprehensive suite of best-in-class solutions.
  • The award-winning platform includes technology, talent, investment management, operations, compliance, marketing and coaching required to empower advisors to build their business without compromise.
  • With Nitrogen, RFG’s more than 100 advisors can harness the industry-leading platform for client-facing risk alignment, portfolio comparison, proposal generation, client check in and customized portfolio management tools and concierge-level trading services.
  • “As we continue to build a friction-free technology stack designed to optimize the advisor and client experience, we’re thrilled to have a partner like Nitrogen that not only meets our high standards but exceeds them.

Calavo Growers Evaluating Potential Sale of Its Fresh Cut Business (formerly “RFG”); Declares Quarterly Dividend

Retrieved on: 
Tuesday, January 16, 2024
RFG, Calavo Growers, Sale, Letter

SANTA PAULA, Calif., Jan. 16, 2024 (GLOBE NEWSWIRE) -- Calavo Growers, Inc. (Nasdaq: CVGW), a global avocado-industry leader and provider of convenient, ready-to-eat fresh food, today announced that it is exploring a sale of its Fresh Cut Business (formerly “RFG”) to F&S Fresh Foods.

Key Points: 
  • SANTA PAULA, Calif., Jan. 16, 2024 (GLOBE NEWSWIRE) -- Calavo Growers, Inc. (Nasdaq: CVGW), a global avocado-industry leader and provider of convenient, ready-to-eat fresh food, today announced that it is exploring a sale of its Fresh Cut Business (formerly “RFG”) to F&S Fresh Foods.
  • The Company will provide more information when and if a definitive agreement is executed.
  • The Company also announced today that its Board of Directors declared a quarterly cash dividend on its common stock of $0.10 per share.
  • The dividend will be paid on January 31, 2024, to Calavo Grower’s shareholders of record as of the close of business on January 26, 2024.

Vision RNG Celebrates Grand Opening and Ribbon Cutting of Landfill Gas to Renewable Natural Gas Plant at the Meridian Waste Eagle Ridge Landfill in Bowling Green, Missouri

Retrieved on: 
Thursday, October 12, 2023
Nuclear, Environmental, Social and Governance (ESG), Other Energy, Green Technology, Environment, Utilities, Research, Oil, Gas, Coal, Alternative Energy, Energy, Finance, Environmental Issues, Environmental Health, Professional Services, Other Transport, Mining, Minerals, Trucking, Agriculture, Natural Resources, Science, Transport, Sustainability, Logistics, Supply Chain Management, Partnership, Multimedia, RNG, Plant, End Use Energy Demand Centres, CNG, Carbon, Electricity, LFG, Natural gas, Gasoline, RFG, Renewable natural gas, Methane, Vision, Garbage, Rock Island Trail State Park (Missouri), AND, Meridian

Today, Vision RNG and Meridian Waste celebrated the grand opening and ribbon cutting of the State of Missouri’s first Landfill Gas (LFG) to Renewable Natural Gas (RNG) plant at Meridian’s Eagle Ridge Landfill in Bowling Green, Missouri.

Key Points: 
  • Today, Vision RNG and Meridian Waste celebrated the grand opening and ribbon cutting of the State of Missouri’s first Landfill Gas (LFG) to Renewable Natural Gas (RNG) plant at Meridian’s Eagle Ridge Landfill in Bowling Green, Missouri.
  • View the full release here: https://www.businesswire.com/news/home/20231012153400/en/
    Eagle Ridge Landfill: Vision RNG and Meridian Waste celebrate grand opening at the State of Missouri's first LFG to RFG plant.
  • The plant takes LFG from the landfill, which would be otherwise flared, and converts it to a renewable energy resource.
  • We commend Vision RNG and Meridian Waste on their investment in this LFG to RNG plant and are honored to have been selected as the gas offtake partner.”

RFG Advisory Weaves Artificial Intelligence Into Platform

Retrieved on: 
Tuesday, July 18, 2023
Insurance, Partnership, XY, RIA, RFG, Future, Wills, Adviser, Artificial intelligence, AI, Sales, Financial adviser

BIRMINGHAM, Ala., July 18, 2023 /PRNewswire/ -- As part of their commitment to continuously innovating to support their independent Advisors, RFG Advisory ("RFG"), an award-winning, nationally-recognized independent platform, announces its position on artificial intelligence (AI). With a goal of setting their financial advisors up for success, RFG unveils its newest addition to the platform, FP Alpha – an AI-driven solution that deciphers client tax, insurance and estate paperwork and summarizes key opportunities for Advisors.

Key Points: 
  • BIRMINGHAM, Ala., July 18, 2023 /PRNewswire/ -- As part of their commitment to continuously innovating to support their independent Advisors, RFG Advisory ("RFG"), an award-winning, nationally-recognized independent platform, announces its position on artificial intelligence (AI).
  • RFG Advisory recently brought on leading behavioral finance professional and industry veteran, Dr. Jordan A. Huchison, whose previous roles include XY Planning Network and Shaping Wealth.
  • "At RFG, we are cognizant of the one-way trends in the industry where the Advisor-client relationship is changing, turning Advisors into more holistic coaches or guides," shared Hutchison, Vice President of Technology at RFG Advisory.
  • Since 2015, RFG Advisory has geared its tech stack towards the "RIA of the Future."

RFG Advisory Named Finalist for 2023 Wealth Management Industry Awards

Retrieved on: 
Tuesday, July 11, 2023
Transition Assistance Program, RFG, Organization, Friction, Love, Financial adviser

BIRMINGHAM, Ala., July 11, 2023 /PRNewswire/ -- RFG Advisory ("RFG"), an award-winning, fast-growing platform for independent Advisors, is proud to be recognized as a finalist for the 2023 WealthManagement.com Industry Awards in the RIA Advisor Support Platform Category.

Key Points: 
  • BIRMINGHAM, Ala., July 11, 2023 /PRNewswire/ -- RFG Advisory ("RFG"), an award-winning, fast-growing platform for independent Advisors, is proud to be recognized as a finalist for the 2023 WealthManagement.com Industry Awards in the RIA Advisor Support Platform Category.
  • Now in its ninth consecutive year, the WealthManagement.com Industry Awards recognize outstanding organizations and individuals for their work supporting financial advisors' success.
  • The program saw record-breaking participation in 2023, with more than 1,000 nominations received from 413 unique companies.
  • To learn more about joining RFG Advisory, visit www.rfgadvisory.com/joinrfg .