Future Capital is the only held-away 401(k) asset management platform that provides a spectrum of management options—from direct asset management, to professionally-designed portfolio selection, to referring clients for guided portfolio management. This unparalleled flexibility enables advisors to generate new organic revenue by delivering personalized, compliant retirement strategies tailored to each clients’ financial needs.
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Our latest "Financial Services News You Might Have Missed" podcast features news from J.P. Morgan Wealth Management, Allianz, Future Capital and AstroPay. Learn not only the latest news from these firms but get a take on the news with co-hosts Alexandra Zendrian and Brandon J. Galici, CFP® https://lnkd.in/eZm-GUsm #financialservicesnews #fintechnews #financialplanningnews #financialadvisornews
Advisors, are you ready to elevate your practice in 2025? Check out our guide outlining how our tools and insights can help you uncover new opportunities, streamline workflows, and deliver greater value to your clients. Read the blog and learn how to position yourself for success in the year ahead: https://lnkd.in/eu_2Mz4R #12DaysOfFutureCapital #AdvisorInsights #RetirementPlanning #FutureCapital
The competition for asset control is immense…[SS&C] has a commanding global technical presence in the retirement ecosystem." - Greg O'Gara on why our strategic partnership with Black Diamond matters for advisors managing held-away 401(k) assets. Check out the full story on RIABiz.com: https://lnkd.in/epw63Vsi #WealthTech #FinTech #FutureCapital #Partnership
💪 Start the new year strong by taking steps toward financial wellness. From setting clear goals to leveraging tools like personalized retirement plans, this guide outlines actionable strategies for success. Explore simple steps to improve financial wellness: https://lnkd.in/e7KKr49f #FinancialWellness #RetirementGoals #FutureCapital #12DaysofFutureCapital
As 2025 approaches, don’t miss the chance to capture held-away assets before the year ends. From orphaned 401(k)s to spousal accounts, these assets can add significant value to your practice and help clients start the new year with a clear, consolidated strategy. Future Capital makes it easy to identify and integrate these opportunities into your services. Act now to strengthen your client relationships and grow your AUM before January 1. Learn how we can help you capture held-away assets: https://lnkd.in/e_hXFT75 #12DaysOfFutureCapital #AdvisorOpportunities #HeldAwayAssets #YearEndStrategy
The retirement planning landscape is changing rapidly. An article from PLANADVISER explores how managed accounts are becoming a must-have solution for recordkeepers. Read the article: https://lnkd.in/erQKAVEj Advisors, this is your chance to stay ahead by integrating personalized, scalable held-away asset strategies into your practice. With Future Capital, you can offer these solutions effortlessly, meeting client demands for tailored retirement planning. Learn more about our offerings here: https://lnkd.in/e_hXFT75 #12DaysOfFutureCapital #IndustryInsights #AdvisorGrowth #ManagedAccounts
Exciting news – Future Capital and AssuredPartners have partnered to bring the financial professionals that APIA serves access to our Construct platform. We are excited to continue advancing comprehensive retirement planning services! Learn more about our partnership here: https://lnkd.in/eHTENkjQ #FutureCapital #WealthAdvisors #HeldAwayAssets #Partnership
Retirement is evolving. For many, it’s not about an end, but a transition to a fulfilling new chapter. With customized retirement plans, Future Capital supports those who want to travel, start new ventures, or spend more time with family in retirement. #12DaysOfFutureCapital #FinancialWellness #FutureCapital #AdvisorInsights
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Ever heard that ‘you don’t need to save until your 40s’? Or that ‘Social Security will be enough’? We’re here to debunk these myths and more! Future Capital helps participants and advisors alike uncover the facts, making planning more straightforward and effective. Curious about other common myths? Read this guide from Ameriprise Financial Services, LLC: https://lnkd.in/gefmVjiy #12DaysOfFutureCapital #FinancialWellness #FutureCapital #AdvisorInsights
ICYMI: The RetireTech Map is live! We're thrilled to be included among many others working hard to transform the retirement industry. Thanks to KWP Growth Partners and Will Prest for the inclusion. Be sure to check it out! ⬇️ #FutureCapital #Retirement #Advisors #FinTech
Retirement DC/DB Leader | Distribution Growth Expert | Scaling New Ventures | Chief Revenue Officer | Product Innovation
We’re thrilled to introduce the RetireTech Map 1.0, a first-of-its-kind resource highlighting 60 companies transforming the retirement industry. This map isn’t just about innovation—it’s about driving meaningful change and creating new business models for the future. Download The RetireTech Map 1.0: https://lnkd.in/geDJ2v9u Innovation in Action: The RetireTech Map isn’t just about identifying the disruptors; it’s about providing the entire industry—startups, incumbents, advisors, and asset managers—with a blueprint for collaboration and progress. The RetireTech Map highlights who the breakthrough thinkers are and what fresh approaches are emerging, from advisor solutions to financial wellness to lifetime income. It’s about identifying the innovators who are creating new business models and reshaping how employers and employees approach, access, and engage in retirement benefits at work. As industry veterans with experience in both established retirement companies and startups, we understand the complexities of executing and scaling in this space—and the power of partnerships to drive meaningful change. We built the RetireTech Map 1.0 to spark a conversation and drive action in the retirement industry. Join us in shaping the next generation of retirement services by sharing your ideas, comments, and observations. #RetireTech #RetirementInnovation #401kTransformation #FutureOfFinance #Fintech #Financialwellness #LifetimeIncome #RetirementAdvisors #DCIO #401(k) #Recordkeepers #ParticipantEngagement