People Moves Related to "Farther soars to $1-billion-plus 'unicorn' valuation after scoring a $150-million raise and poaching a Goldman Sachs superstar with a $1.5-billion book who will serve as a private banker magnet"
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Farther exhales then reveals that it has poached 10 advisors from Goldman Sachs since September, not without trepidation about poking the squid
Jul 12, 2024The VC-backed RIA stared down legal perils to grab United Capital defectors but is now in 'good shape,' its CEO says, revealing that it grabbed 32 advisors in the past three quarters bringing it to $3 billion AUM
Shorts: Why Savvy Wealth is calling an $80-million LPL poach a 'monumental' milestone • Vanguard cleans up legal matters, settles two suits, loses third • Groupthink comes to RIA biz as firms, one after another, cut staff
Oct 28, 2023Savvy hopes one will trigger a recruiting rally • Vanguard might just be in a settling mood, ends two long-running suits • At least five major RIA industry players are applying a 5% rule ... to cut staff
Farther struts its startup magic and shows why a $375-million RIA can be worth $50 million -- by getting four advisors to bring books of business just to be part of the enterprise
Nov 2, 2022The San Francisco firm claimed its software was at another level and now advisors are betting careers on it, though not of the UHNW variety imagined
Farther hires Ching Tao as 'head of people,' and she discloses three weapons the VC-backed RIA with $250-million of AUM is arming her with to attract gobs of premium talent
Sep 16, 2022One ex-Goldman Sachs co-founder in his 30s nabbed an ex-Goldman exec in her 50s and promise to arm her with many flexible lures, like remote work and maybe 1099 jobs -- and shares in the startup early on.