Future Capital and Money Concepts strategically partner

BusinessWireMay 9, 20243 min

Future Capital, a tech-enabled registered investment advisor (RIA), and Money Concepts, a privately owned broker dealer, announce their strategic partnership. This collaboration will bolster Money Concepts‚Äô 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,‚ÄĚ said¬†Denis Walsh, president and chief executive officer at Money Concepts. ‚ÄúPartnering 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.

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