Farther

As conversations around AI in wealth management are plentiful, Farther continues to help shape the dialogue. Our CEO, Taylor Matthews, joined industry peers at RIA Edge Los Angeles to discuss how AI is transforming advisory firms — and was featured in WealthManagement. “The goal of AI is to drive efficiency, which should drive growth” At Farther, we see AI as a way to empower advisors and teams, and create new opportunities for growth. The firms that win with technology will use it to amplify human connection — not replace it. Read the article: https://lnkd.in/enNGHWE8 #WealthTech #AIinFinance #RIAEdge #GoFarther #AdvisorTech

Farther welcomes Waypoint Strategic Advisors, managing $170 million in client assets, to its growing team of wealth advisors. With Farther’s Intelligent Wealth Platform, Waypoint’s advisors will gain advanced tools to bolster their impact and help clients navigate their financial futures with confidence. "We’re thrilled to welcome Waypoint Strategic Advisors to Farther,” said Taylor Matthews, CEO and co-founder of Farther. “Their client-first philosophy and track record of growth make Waypoint a perfect fit for Farther, and together we’re poised to deliver an even stronger wealth experience for their clients.” Read here: https://lnkd.in/eT72SRQw #wealthmanagement #wealthtech #financialadvisor #teamfarther

Recent market swings and renewed trade uncertainty have left some investors questioning their next move. Our latest commentary explores how short-term turbulence can create long-term opportunity — and why discipline remains your strongest ally in times of uncertainty. Key takeaways from our analysis: • Market Drivers: The key factors behind recent volatility and the market’s shifting sentiment. • Trade Tensions: What global trade disputes mean for growth, inflation, and investor confidence. • Strategic Perspective: Why staying invested and diversified remains the most effective approach through uncertainty. At Farther, we help investors navigate volatility with perspective, not panic. Read the full commentary → https://bit.ly/4haQV3J #Markets #Investing #MarketPerformance #InvestmentStrategy #FinancialMarkets

Read Our September Market Commentary: Navigating "Irrational Exuberance" in Today's Markets. The echoes of Alan Greenspan's 1996 "irrational exuberance" speech are growing louder, with Jerome Powell's recent remarks highlighting today's highly valued equity prices. Our latest commentary dives deep into the parallels between these two pivotal moments in market history. In Q3 2025, we witnessed exceptional returns across asset classes, driven by the Federal Reserve's policy shifts, continued AI momentum, and resilient economic fundamentals. However, as we move into Q4, investors face a complex landscape of attractive opportunities alongside meaningful risks. Key takeaways from our analysis: • Valuation Debate: Understanding why today's S&P 500 composition justifies a premium, but the extent remains a critical discussion. • Small-Cap Outperformance: A significant technical signal from September's market activity. • Gold's Rally: The factors driving its exceptional 17% gain in Q3. • Navigating Monetary Policy: The implications of the Fed's September rate cut and future expectations. We believe that in this evolving environment, a balanced approach emphasizing quality, flexibility, and diversification is paramount. Read more → https://bit.ly/4nR57l0 #MarketPerformance #InvestmentStrategy #FinancialMarkets #EconomicOutlook #AI #FederalReserve #Q4Outlook #IrrationalExuberance

If you’re working in private equity, private credit, or venture capital, you don’t want to miss this! Dive into key tax changes with us and learn what they mean for sophisticated investors. Why it matters: • QSBS enhancements: The exclusion cap is now the greater of $20M or 20× basis, expanded eligibility, and more flexible rollover rules. • QBI deduction reforms: The 20% deduction for pass-throughs is now permanent, with thresholds raised and added minimum deduction protections. • Expanded definitions and reporting: The Qualified Production Property (QPP) definition is broader, covering more modern, AI-driven assets — but with stricter reporting obligations. If you want to optimize carry structures, fund formation, or tax planning around your LP/GP setups, this is must-read: https://bit.ly/48pzABO Drop us a comment or DM if you’d like a walk-through of what this means specifically for your fund or portfolio. #GoFarther #WealthManagement #FinancialAdvisor#PrivateEquity #VentureCapital

The new “One Big Beautiful Bill Act” secures a crucial win for owners of LLCs, S corps, and partnerships: PTET deductibility is preserved at the federal level, and restrictions on service trades were dropped. Why it matters: • Helps bypass the SALT deduction cap, especially in high-tax states • Gives clearer planning power around QBI and business structure • Adds flexibility for owners to optimize tax outcomes 🧠 If you own a pass-through entity (even part of one), this update can change how you structure compensation, entity form, or state tax decisioning. 👇 Read the full article here for breakdowns by state, tips on implementation, and key questions to review with your tax advisor: 🔗 : https://bit.ly/3L2u660 Let us know: what’s your biggest question right now about PTET under the new rules? #GoFarther #WealthManagement #BusinessOwners #TaxReform

As markets shift and rate cuts approach, institutional investors are rethinking how to position portfolios for what’s next. Our Chief Investment Officer, Sutanto Widjaja, and the Farther Institutional team are helping clients rebalance ahead of the curve — combining deep expertise with modern technology to capture opportunities in every rate cycle. See more below.

Thinking about adding fixed income to your investment portfolio? Our latest article, "Investing in Fixed Income Basics," breaks down bond funds and bond portfolios. Learn when and why to invest, the key differences between funds and individual bonds, and common risks to consider. Whether you're looking to reduce overall portfolio risk or generate a stable income stream, understanding fixed income is crucial for a diversified strategy. Read the full article and empower your investment decisions: https://bit.ly/3IXtApo #gofarther #wealthmanagement #financialadvisor #fixedincome

At Farther, we believe the future of wealth management is built by uniting innovative technology with advisor expertise. That vision powers our Intelligent Wealth Platform – and we’re proud to see it recognized at this year’s ThinkAdvisor Luminaries Awards! Farther is a finalist for Product and Service Innovation, and our co-founders Taylor Matthews and Bradley Genser are finalists for CEO of the Year and Thought Leader of the Year, respectively. We’re honored to be recognized alongside the industry leaders who are shaping what’s next. See the full list here: https://bit.ly/3WkwSpK.

The “Yale Model” made endowments famous for their outsized alternative allocations. But what happens when brokerage firms push this same model on private investors? In our latest breakdown, we explore: • Why even top universities are strained under the Yale Model • The unique risks private investors face when overexposed to alternatives • Smarter, fiduciary-aligned ways to invest in alternatives without jeopardizing liquidity Swipe through our carousel for highlights, then read the full piece here: https://bit.ly/4807Bsa #gofarther #wealthmanagement #financialadvisor #wealthtech #teamfarther