RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Farther"


Headline

Publish date


Michael Most: I feel the possibilities are endless.

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

Savvy 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

October 28, 2023 at 12:06 AM

Taylor Matthews: It's everything in one place and everything just works.

Farther's hot week includes Goldman Sachs poach and $31-million VC raise after in-house RIAs added input that made '100%' difference in buildout mapping

The New York City RIA startup -- with $53 million in backing and $700 million of AUM -- appears poised to surpass $1 billion in AUM; San Diego team and new capital will go to engineering proactive growth rather than simply taking tasks off an advisor's plate

September 29, 2023 at 1:44 AM

Ritik Malhotra: We're heads down ... [for better software and lead gen].

Savvy raises fresh $11 million from VC backers to fuel an RIA-on-steroids craze that could scale the wall of doubt of RIA experts and eclipse robo-advisors

The unsolicited California cash bought into the New York City startup's vision and early success in attracting advisors, their assets and a disdain for legacy software inconveniences.

November 12, 2022 at 2:38 AM

Brad Genser: 'Advisors are also able to build a three times bigger book.'

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

The 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

November 2, 2022 at 3:27 AM

Ching Tao: Farther is really trying to revolutionize wealth management, and it's incredibly exciting.

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

One 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.

September 16, 2022 at 8:26 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo