2024

RF Capital reports Third Quarter 2024 Results

RF Capital reports revenue of $91.9 million in the third quarter of 2024, up 5% as compared to the prior year.

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Latest Articles

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…

1 minute read

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.

1 minute read

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.

1 minute read

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…

1 minute read

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…

1 minute read

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.

7 minute read