Future Capital and Money Concepts Partner to Enable Financial Advisors to Succeed at the Convergence of Wealth and Retirement
07 Mayo 2024 - 8:41AM
Business Wire
Future Capital, a tech-enabled registered investment advisor
(RIA), and Money Concepts, a privately owned broker dealer, today
announce their strategic partnership. This collaboration will
bolster Money Concepts’ services, enhancing its solutions that
encourage better retirement outcomes. Future Capital enables
advisors to seamlessly manage their existing wealth management
clients' held-away 401(k) assets, with or without a relationship
with the plan sponsor or plan provider.
"Our partnership with Money Concepts strategically enables
advisors to better serve their clients at the convergence of wealth
and retirement," said Jay Jumper, founder and chief executive
officer of Future Capital. "We're proud to equip advisors with the
data, insights, and tools needed to create new growth opportunities
by providing exceptional service and comprehensive solutions
tailored to the unique needs of current and prospective
clients."
Known for its forward-thinking and collaborative ethos, Money
Concepts is dedicated to nurturing growth-oriented, beneficial
relationships with its advisors. This collaboration underscores the
firm’s commitment to providing versatility and effectiveness,
empowering advisors to deliver thorough, compliant, and efficient
services to their clients.
"Our mission has always been to provide financial professionals
a structured and unbiased way to offer their clients and customers
holistic financial planning and wealth management solutions,” said
Denis Walsh, president and chief executive officer at Money
Concepts. “Partnering with Future Capital means bringing a robust,
tech-forward solution to our advisors, enhancing their ability to
provide their clients with the solutions they want and need."
The partnership highlights the shared vision of both companies:
leveraging technology to facilitate the growth of advisors and
provide superior service to clients. Both firms anticipate a
long-standing collaboration that will continuously empower
advisors, fostering growth and efficiency in the ever-evolving
financial landscape.
About Future Capital
Future Capital is an industry-leading WealthTech firm with a
superior 20-year track record. Our unwavering commitment lies in
empowering individuals with advanced digital tools, customized
401(k) managed account solutions, and essential personalized
guidance, enabling them to make well-informed decisions regarding
their retirement assets. With a comprehensive range of retirement
solutions, we serve as a trusted partner for stakeholders across
the retirement value chain, from broker-dealers, large RIAs, and
recordkeepers, to advisors, plan sponsors, and plan participants.
For more information about our industry-leading solutions, please
visit FutureCapital.com.
About Money Concepts
Money Concepts Capital Corp. is a privately owned independent
broker-dealer and dually registered as a Registered Investment
Advisor based in Palm Beach Gardens, FL. Established in 1979, and
its parent company Money Concepts International, Inc. has a network
of approximately 700 financial professional's centers
nationwide.
In addition to serving independent advisors, Money Concepts®
provides turn-key wealth management services for community banks,
credit unions and tax professionals. Money Concepts® advisors
provide holistic planning and offer a full array of non-proprietary
products and services including advisory and alternative investment
services. For more information visit
http://www.MoneyConcepts.com/Advisor.
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version on businesswire.com: https://www.businesswire.com/news/home/20240507790706/en/
Media Contact Anthony Sims VP of Marketing 423.999.2712
asims@futurecapital.com