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 — an intelligent wealth platform built from the ground up to remove inefficiencies and help advisors scale with less friction and more autonomy. At Farther, AI isn’t an add‑on — it’s the blueprint. Every process, every workflow, every client interaction is powered by the same powerful technology.
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. We’re proving that when AI is native, not bolted on, better outcomes follow: faster operations, richer client experiences, and stronger advisor economics.
Join us on March 31 for a live, interactive session centered around your biggest pain points. Through real‑world use cases, we’ll show what a day in your life could look like at an AI‑native RIA — and how our model is redefining efficiency, autonomy, and growth for elite advisors.
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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.
