Farther

Exciting news: Farther has been named to Inc. Magazine's annual Best Workplaces list! We are thrilled to be selected as one of 543 honorees from thousands of applicants: recognizing our commitment to employee growth, company perks, and an overarching workplace culture that enables us to better serve our clients. “Each year, Inc.’s Best Workplaces program recognizes the very best in terms of companies that have fostered a truly amazing culture,” says Inc. editor-in-chief Mike Hofman. “We use hard metrics and data as well as qualitative measures for judging in order to find the very best – and we’re proud that the program is highly selective.” See the full list of honorees here: https://bit.ly/4b3NJ5j. #IncBestWorkplaces #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Cash flow is king. Read Inc. Magazine's interview about Farther’s journey from a small start-up to one of the fastest growing venture-backed wealth management firms in the country. Our Co-Founders, Taylor Matthews and Bradley Genser, share lessons on cash flow management and the path to profitability. Learn more: https://bit.ly/3xzo5aI. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Farther’s Co-Founders, Taylor Matthews and Bradley Genser, sat down for an exclusive conversation with Aisha Bowe for Inc. Magazine about our company’s journey from startup to managing over $3 billion in assets – and how they’ve managed cash flow at every stage. As part of Inc’s “Your Next Move” series, Taylor and Brad join some of the most innovative entrepreneurs and business leaders to share insightful tips for founders. View the entire episode here: https://bit.ly/3VF8W0U. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Our Co-Founder and CEO, Taylor Matthews, was recently featured on the #TonySirianniPodcast. His discussion with Tony Sirianni, Founder and CEO of AdvisorHub, included all things Farther – along with other pressing topics in the wealth management industry: from our founding story, to how the firm deploys AI technology for its advisors, to the Federal Trade Commission's decision to ban non-compete clauses.    Watch the full webcast here: https://lnkd.in/gx3hPMwR.    #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

What are some of the key forces driving today’s markets, and what do they mean for your portfolio? We invite you to read our most recent market commentary from David Darby, Chair of Farther's Investment Committee. Highlights include: - Overview of the Fed's shifting stance on rate cuts - Insights on inflation, economic growth, and corporate earnings - Evaluation of the international stock market - Tips on how to adjust your #portfolio in the near term https://bit.ly/4c1hXGS #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

More than 50% of the wealthiest and most highly educated Americans lack an estate plan, but emerging technology now makes it easier than ever to facilitate the estate planning process. For WealthManagement.com, Farther Co-Founder & CEO Taylor Matthews discusses the firm’s partnership with Wealth.com – which assists Farther’s expert advisors in delivering a truly comprehensive approach to estate planning. “After surveying the market, Wealth.com stood out as a very advisor-centric solution for what our clients were asking. We aspire to be that family office – everything in one place, everything just works – so the ability to be highly tailored and thoughtful was important.” Read more about how leading fintech firms are integrating estate planning services into their platforms here: https://bit.ly/3VoCjEk. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Farther’s Co-Founders, Taylor Matthews and Bradley Genser, took the stage at last week’s Inc. Magazine Founders House to discuss driving startup success and cash flow management with fellow entrepreneur, Aisha Bowe. Taylor and Brad shared their journey of growing Farther into a wealth management firm with over $2.5 billion in assets under management (AUM) and a valuation of $131 million in just 5 years, as well as the cash flow management lessons they have learned along the way. At Noon (EDT) on June 13th, Inc. will release the video of both this conversation and a session with Brad and Taylor on key business priorities and financial principles – as part of their Your Next Move series, which features authentic and insightful conversations with today’s most innovative entrepreneurs and business leaders. Register here to be the first to watch: https://bit.ly/4bZAm6V. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

We are delighted to announce the launch of our new page on AdvisorHub: a platform where advisors can learn more about everything we have to offer at Farther. With our cutting-edge technology, advisors can spend 90% of their time on clients and prospects – compared to only 33% at traditional firms – potentially tripling their book of business.   We will also be sharing exciting new announcements, commentary, and market analysis on our AdvisorHub page – providing advisors with fresh insights and perspectives on the industry.     Learn more here: https://bit.ly/4bRwhSa.   #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

While this year’s Tax Day may have already passed, it's never too early to start preparing for next year. In his recent article for Long Island Business News, Bryan D'Alessandro, CFP®, Farther's Head of Advisor Growth, highlights the proactive steps you can take now to save time, stress, and money when 2025 Tax Day rolls around. Bryan shares essential tips that anyone can implement throughout the year – from updating your estate plan to finding a secure high-yield savings account – ensuring a successful #Tax Day in 2025 and beyond. Read Bryan’s full article for valuable insights on staying financially on track here: https://bit.ly/44SnYTV. #gofarther #taxday #wealthmanagement #wealthtech #financialadvisor #teamfarther

Farther CEO and Co-Founder, Taylor Matthews, authored an opinion piece for WealthManagement.com on the benefits that financial advisors should see from the Federal Trade Commission's decision to ban non-compete agreements, and why Farther’s policy has always been to forego them. “Advisors want to perform their jobs as effectively as possible for their clients. They’re limited in their ability to do so when firms compete on restrictions rather than on delivering great experiences and financial returns for their talent and their clients. Our industry can do better, and both advisors and clients should expect more.” Read the full article here: https://bit.ly/3ya0hKC. #gofarther #wealthmanagement #FTC #noncompetes #wealthtech #financialadvisor #teamfarther