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Independent Intelligence on the Private Wealth Industry
Thursday, August 20, 2026The Morning Brief →Sign in
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Jason Diamond

In PWD coverage since August 20, 2026 · 1 story
PWD coverage
RIA

RFG CEO: The first platform question shouldn't be payouts

RFG Advisory's Shannon Spotswood says advisors going independent should pick a long-term partner, not a vendor.
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