RFG Advisory Partners with iCapital to Expand Alternatives Access…

Event summary

RFG Advisory has partnered with iCapital to integrate alternatives and structured investments into its platform.
The integration provides streamlined access to private equity, private credit, hedge funds, and structured investments.
RFG Advisors will gain single sign-on access and unified visibility across investment solutions via ClickONE.
The partnership aligns with RFG's strategy to support high-net-worth client needs and scale advisor efficiency.

The big picture

The partnership reflects the increasing demand for sophisticated investment solutions among high-net-worth clients, driving wealth management platforms to integrate alternatives more seamlessly. RFG Advisory's move aligns with broader industry trends toward fintech-enabled, institutional-caliber capabilities for independent advisors. With iCapital's global reach and RFG's focus on operational efficiency, the collaboration could set a new standard for advisor platforms.

What we're watching

Advisor Adoption: How quickly RFG Advisors will integrate and utilize the new alternatives access through iCapital.
Market Demand: Whether the growing demand for alternatives will drive further platform enhancements and partnerships.
Competitive Response: How competitors like Envestnet will react to RFG's expanded capabilities in the alternatives space.