Farther

To celebrate Women’s Wealth Month, we sat down with Senior Wealth Advisor Christine Thibodeaux, CFP® to hear how she helps women turn financial complexity into a lasting legacy. Christine’s mission started at her childhood dinner table. Her mother, a nurse in the Army Reserves, joined a women’s investment club that changed their family’s financial trajectory. Today, Christine creates those same safe spaces for her clients to ask questions, gain clarity, and lead with confidence. Recently, Christine partnered with a client navigating a major life change. While the client was highly disciplined, she felt overwhelmed by the noise of the industry and the weight of new financial responsibilities. Together, they moved past skepticism to build a masterclass in strategy. What they tackled together: • Diversifying concentrated stock while minimizing taxes • Planning for Medicare and Roth conversions early • Using gifting strategies to support the client’s daughters "The most meaningful shift wasn't the financial strategy itself," says Christine. "It was the confidence she gained. She moved from 'what do I do?' to 'here is my plan.'" Read the full interview with Christine here: https://bit.ly/41vO8Lc #womeninwealth #wealthmanagement #wealthtech #teamfarther #financialadvisor #gofarther

What do 1920s switchboard operators have in common with today’s wealth management industry? When automation first disrupted telecommunications, many feared it would mark the end of the industry’s "human touch." History proved otherwise when automation didn’t kill human expertise, but relocated it, and defined the next century of innovation. Fast forward to today. The traditional wealth management experience is stuck in its own “manual switchboard" era — forcing high-value advisors to spend hours on the mechanical tasks of data entry, reconciliation, and paperwork. In our latest blog, Bradley Genser, Founder & CTO at Farther, explores how AI-native provides an “architectural alpha” that can catapult us into the next era of wealth management. “Efficiency isn't the enemy of fiduciary care, it’s the evolution of it”. So the real question is no longer whether AI will reshape our industry, but how we’ll choose to lead. Get the insights here: https://bit.ly/4rCPYom #wealthmanagement #wealthtech #financialadvisor #gofarther

The traditional wealth management industry was built for a different era — and, frankly, a different demographic. With the Great Wealth Transfer, women are poised to control over $30 trillion in U.S. assets by 2030 — and with nearly 70% of women already serving as primary financial decision makers in their household, the future of wealth is increasingly female. At Farther, we’re building for where wealth is going, and ensuring the teams shaping the experience reflect the clients they serve: • Executive: 30% women • Growth: 100% women, led by Megan Johnson Bailey • Product Design: 80% women, led by Gerti Geier • Advisor Marketing: 100% women, led by Sarah Howes • Our Workforce: 40% women. When women are at the helm of our industry, the result is a wealth experience that is more informed, more supported, and more in control. Happy Women’s Wealth Month from Team Farther! #womeninwealth #wealthmanagement #wealthtech #teamfarther #gofarther #greatwealthtransfer

The manual grind of switching tabs and flipping through paperwork shouldn’t slow advisor growth. Andrew Cohen from InvestmentNews recently acknowledged Farther’s AI Analyst a "transformation" in the RIA space. Simply put, this powerful tool puts advisors back in the driver's seat. No more getting buried in stacks of files or paperwork. With the AI Analyst, advisors can query complex portfolios directly within the Farther App and get all the answers they need instantly. When time is quite literally money, every second counts! Read the full feature here: https://bit.ly/3N0EBrV

The Advisor's Edge, our private advisor-only showcase, is tomorrow. Have you secured your spot? Most advisors are trapped in a cycle of manual onboarding and legacy tech. Tomorrow, we’re lifting the veil to show advisor's how that can change with Farther's Intelligent Wealth Platform. Join us to experience the technology that's helping advisors grow 3x faster than the industry average. Date: Tomorrow, Feb. 26th Time: 2–3 PM ET Register here: https://bit.ly/4cObId5

Break the burden of bureaucracy: Join our first ever live demo For the first time, we’re giving external advisors a peek behind the curtain. Come explore the Intelligent Wealth Platform - a superior operating system that helps our advisors grow 3x faster than the industry average. Beyond the tech, we're diving into: • White-glove support • Seamless transitions • End-to-end marketing support • More control of revenue share 📅 Date: Feb. 26th, 2026 🕒 Time: 2–3 PM ET If you’ve ever felt like your growth is stalled by the sheer weight of manual onboarding and legacy tech, you aren’t alone. It’s time to take control and grow your practice. Save your spot: https://lnkd.in/gGkpfAHA

Headlines can trigger unpredictable market reactions, but a well-diversified portfolio is built to withstand the noise. January gave us a lot to process — from a leadership transition at the Fed, to sharp "boom-and-bust" patterns in precious metals like Gold and Silver. Despite "wildcard weekends" and geopolitical headlines, markets proved resilient. Small caps rallied, international markets outperformed, and robust corporate earnings continued to provide a supportive backdrop for equities. While these events create movement, the lesson for 2026 is clear: underlying fundamentals drive success, even when headlines trigger swings. We’re breaking down the January market updates to help you go beyond headlines, and stay focused on your long-term financial objectives. Get the insights here: https://bit.ly/4bOF8Y9 #wealthmanagement #wealthtech #financialadvisor #gofarther #teamfarther

The Farther team was at Portfolio Summits yesterday in NYC, talking to Advisors, RIAs, and C-Suite executives about the future of wealth management. On the panel, Karishma Motwani broke down exactly why AI built on native technology (and internally owned data) will always outperform AI trying to “talk” to multiple disparate integrations. She showcased how our native Money Movement, Investment Proposals, and AI Analyst tools are solving for both efficiency and quality — giving advisors valuable time back to focus on growing their books. Off the stage, our conversations confirmed exactly why this matters. The one pain point that came up repeatedly: "Tech fatigue." Advisors are exhausted from trying to stitch together fragmented tools. It was rewarding to show everyone exactly what we’ve built — not just a tech stack, but a complete RIA mission control, where native technology connects trading, CX, data, and practice management seamlessly under one roof. Huge thanks to everyone who stopped by for a chat! Dr. Daniel R. Gilham, CFP®, CEPA®, Terence Gallagher, MBA, Karishma Motwani, Rebecca Thran, and Disha Mehta De #wealthmanagement #wealthtech #teamfarther #gofarther

Hope to see you there tomorrow!

While AI is central to the conversation today, we've been harnessing its powers since 2019 to build a truly Intelligent Wealth ecosystem that delivers for clients and advisors. Karishma Motwani has been instrumental in architecting the technology that has fueled our rapid growth. Catch her in New York on Tuesday, Feb 11th at Portfolio Summits' RIA Technology & Practice Management Summit, where she joins a panel discussion on how AI is shaping the future of our industry.