2025
RF Capital reports first quarter 2025 results
RF Capital Group Inc. reports revenue of $99.4 million in the first quarter of 2025, up 11% compared to the prior year.
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Company news
2024
Navigating your leave from work – and your return
October 29, 2024 - Taking time off work? Richardson Wealth’s Maria Miletic & Alexandra Horwood share tips on planning financially & emotionally, from budgeting to…
2024
Why some advisors are turning to alternatives in tricky bond environment
October 24, 2024 - Diana Orlic discusses how the alternative credit space can generate consistent returns amid inflation and interest rate uncertainty.
2024
How this advisor learned balance
October 24, 2024 - How did Tiffany Harding’s journey to financial independence shape her career? She shares her story in Globe Advisor’s Behind the Advice.
2024
Financial planning for the sandwich generation
October 18, 2024 - Lynn MacNeil & Diana Orlic stress setting clear boundaries around time and money for women in the sandwich generation. Learn their…
2024
Manage capital gains tax changes as year-end approaches
October 8, 2024 - In an article with Investment Executive, Joseph Bakish, discusses the importance of working through the details of the higher capital gains…
2024
RF Capital announces record monthly AUA of $39.0 Billion for September 2024; CEO succession plan; and new advisor team
RF Capital Group reports record $39.0 billion in assets under administration (AUA) as of September 30, 2024 — a 10.7% increase since year-end.