Browsing Tag
RFG Advisory
2 posts
Waverly Advisors Acquires $3.1B RIA
Plus, news from Mercer, Western & Southern Financial Group, AdvisorCRM, and more
Pontera, RFG Advisory Partner on Held-Away Accounts (Like 401ks)
RIA firm RFG Advisory partners with Pontera to securely and compliantly manage clients’ held away accounts, including 401ks and 403bs