Register: A day-in-the-life of an advisor at an AI‑native RIA
Event details
Farther is a venture-backed RIA built to transform your workflows — and your growth potential.
Advisors don’t need another tool. They need a better way to run their business.
Farther is the first and only AI-native RIA — built to supercharge advisors, not replace them. Our Intelligent Wealth Platform is built from the ground up to remove inefficiencies and free up your time, so you can focus on clients and grow your business with less friction and more autonomy.
At Farther, AI is not added on, it’s the blueprint. Every process, every workflow, every client interaction is powered by the same powerful technology. We’re proving that when AI is native, better outcomes follow: faster operations, richer client experiences, and stronger advisor economics.
There’s a reason we’re backed by top venture capital firms like Lightspeed and Capital G; and recognized as the #1 fastest-growing financial services firm in the U.S.
Join us on Tuesday, April 7, 2026 for a live, interactive session centered around your biggest pain points. Through real-world use cases we’ll show you how our model is redefining efficiency, autonomy, and growth for elite advisors — and you’ll get a sneak peak at what a day in your life could be, if you were a Farther advisor.
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Limited seats available. Reserve your spot today.
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Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
