Farther

Thank you to Mployer for recognizing Farther with the Great Employee Benefits Award: a testament to the importance we place on investing in our team’s success and well-being. Interested in being part of a company that values its employees? Explore our open roles: https://lnkd.in/eSGXpcKS. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

The #fintech landscape is evolving at an unprecedented pace. What’s driving this transformation, and where is it headed next? Join us for an exclusive conversation on Wed, 3/26 between Dr. Daniel R. Gilham, CFP®, CEPA®, Managing Director at Farther, and Kelly Barton, Vice President at CapitalG, as we dive into the trends shaping the future of financial technology: – What’s next for fintech? – How is CapitalG identifying and backing the industry’s biggest opportunities? – Why did Farther’s model stand out in this shifting landscape? Get a behind-the-scenes look at fintech’s next chapter from one of the industry’s leading investors. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

The #fintech landscape is evolving at an unprecedented pace. What’s driving this transformation, and where is it headed next? Join us for an exclusive conversation on Wed, 3/26 between Dr. Daniel R. Gilham, CFP®, CEPA®, Managing Director at Farther, and Kelly Barton, Vice President at CapitalG, as we dive into the trends shaping the future of financial technology: – What’s next for fintech? – How is CapitalG identifying and backing the industry’s biggest opportunities? – Why did Farther’s model stand out in this shifting landscape? Get a behind-the-scenes look at fintech’s next chapter from one of the industry’s leading investors. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Farther is partnering with Concero to hire top engineering talent in NY and SF. Join the fastest-growing RIA in the country. 🚀 #gofarther #wealthtech #teamfarther

Recent market fluctuations have sparked renewed concerns, with major indices retreating from their February highs and investor sentiment shifting from optimism to uncertainty. While volatility can be unsettling, history shows that staying focused on long-term goals leads to better outcomes than reacting to short-term swings. Our latest article from Alex Paul, CFA, Director of Investment Strategy, explores the current market landscape and explains why a disciplined, long-term approach remains essential. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Today, Farther welcomes Anchor Pointe Wealth Management's J. Derieck Hodges, CFP®, Sam Schwartz, CFP®, Carrie Litzelfelner, and Cherie Stembel: a team overseeing $150 million in client assets. Anchor Pointe prioritizes a highly personalized, relationship-driven approach to wealth management – which aligns with Farther’s commitment to wealthtech that enhances, not replaces, the expertise of financial advisors. “At Farther, our goal is to equip advisors with the tools they need to grow and deliver for clients, all while maintaining the independence they value,” said Taylor Matthews, CEO and co-founder of Farther. “We’re thrilled to welcome Anchor Pointe Wealth Management and provide their team with the technology and operational support to elevate their client experience and drive future growth.” Learn more here: https://bit.ly/3DI0rMa.

Women are expected to control $34 trillion of investable assets by 2030 and are already playing an increasingly pivotal role in the wealth management industry. In honor of International Women’s Day, Lauren Moone, CFA, CFP®, CPWA®, Managing Director at Farther, spoke with InvestmentNews about shifting industry trends and how financial advisors can tap into meeting their female clients’ needs. “Women are oftentimes hesitant about where they put their wealth because they don’t want to feel as if they’re being ‘sold,’ especially if they are coming out of a traumatic life event, such as divorce or the loss of a spouse. In these situations, it is crucial to not only be there as a financial advisor for your client, but also to be a trusted confidant and someone your client can turn to.” Read the full article here: https://bit.ly/43AedLk. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

We are proud to share that Sutanto Widjaja, SVP & Portfolio Manager, will be speaking at the University of Hawaii's Shidler Graduate Business Student Association on The Role of Alternative Investments in Non-Profit Portfolios on Tues, April 8. Kindly RSVP: https://lnkd.in/geiSNTuu. We look forward to seeing you there! #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Recent market swings are being fueled by a mix of inflationary pressures, evolving tariff policies, and concerns over economic growth. While these factors create uncertainty, they also highlight the importance of a disciplined, long-term investment approach. Our March Commentary analyzes the key forces at play: - Inflation: Back at 3%, inflation continues to pressure markets, with rising prices and tariff concerns. - Corporate Earnings: Despite volatility, earnings growth of 18.2% YoY remains a bright spot. - Tariffs & Policy: New tariffs are adding to inflationary pressures and impacting growth expectations. - Growth Concerns: While tech stocks face challenges, sectors like Healthcare and Financials are showing resilience. We invite you to read our latest insights from Min Zhang, CFA, Director of Investment Strategy. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther

Farther CEO and co-founder Taylor Matthews joined Fortune's Preston Fore to discuss how the wealth management industry should leverage technology to combat a projected shortage of more than 100,000 advisors, according to McKinsey & Company, by enhancing – not replacing – human expertise. “The state of technology in the industry is generally atrocious, and younger advisors have higher expectations for what technology should deliver for them,” Matthews says. “It should enhance your client relationships. It should make it easier for you to accomplish your day job, rather than [adding to] the red tape that you have to manage around.” Read the full story here: https://bit.ly/4ifymL5. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther