Webinar

Move From Renting to Owning Your Book: Exploring Independence

June 3, 2026
Zoom Webinar
3-4 p.m. ET | 12-1 p.m. PT
Register now

Event details

You built the book. You built the relationships. You built the reputation. So why is someone else setting your payout - and keeping your book when you retire?
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This is a private session for advisors curious about independence and where to take their career next.
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Meet seasoned advisors who left major firms as they tell you exactly what they wish they'd known before they made the move.

What we will cover

What your payout actually looks like at Farther vs. where you are now
What the transition looks like, and what makes it smoother in practice than you may think
Open Q&A: bring your hardest questions. We promise a candid discussion

Speakers

Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
Megan Bailey
VP of Growth, Farther
Daniel Gilham
Managing Director, Farther
Ben Seidenstein
Global Head FFO, Farther
ABOUT FARTHER
Farther is backed by General Atlantic, Bessemer Venture Partners, Lightspeed Venture Partners, Capital G (Alphabet's growth fund), and Viewpoint — and recognized as the #1 Fastest-Growing Financial Services Firm in the U.S. by Inc. Magazine.

Attendance is limited. Register to reserve your seat.

Registration

Assumes the following:

  1. Initial investment of $1MM.
  2. 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.
  3. Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
  4. Harvested losses generate immediate tax credits that are reinvested.
  5. 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.
  6. Calculations assume a 10 year time horizon and 8% average market return.
  7. 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).
  8. 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.
  9. 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
  10. 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”.
  11. The subtraction of a 0.10% portfolio management fee.
  12. 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.

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Important Disclosures
1) AUM Disclosures:
$23B in recruited assets sourced from Farther internal data regarding assets committed to Farther, including both assets under management and those expected from advisors joining in the coming months. Farther’s tripling of recruited assets predicated on growth from $7.8B in recruited assets following Q1'25 (both transitioned and expected), to $23B in recruited assets as of Q1’26 (both transitioned and expected).The securities described herein have not been registered under the Securities Act of 1933, as amended, or any state securities laws and may not be offered or sold absent registration or an applicable exemption. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities.

2) Chart Disclosures:
1. The targeted annual return of 8% is a forward-looking projection methodology, based on modeling of potential market scenarios and is not a guarantee of future performance.
2. This projection was not actually achieved by any portfolio and represents a hypothetical estimate of potential returns under specific assumptions listed."
3. Risks: Actual returns may differ materially due to: market volatility exceeding modeled parameters; changes in economic conditions, interest rates, or regulatory environment; implementation costs and timing differences; unforeseen geopolitical events.
4. The probability of achieving this target is inherently uncertain, and losses are possible.
5. There is no assurance that any portfolio will achieve returns similar to these hypothetical projections. Past performance, whether actual or hypothetical, is not indicative of future results.

Updated as of May 20, 2026
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Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Farther Finance Advisors, LLC [“Farther”]), or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Neither Farther’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Farther is engaged, or continues to be engaged, to provide investment advisory services. Farther is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Farther. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.farther.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and (3) a description of each comparative benchmark/index is available upon request.

This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from Farther Financial Advisors, LLC or any of its subsidiaries or related entities to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical, and for illustration purposes only. This material does not contain sufficient information to support an investment decision, and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own financial professional, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions, or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks; the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements, and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.

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