Chattanooga, Tennessee, May 7, 2024–(BUSINESS WIRE)–Future Capital, a technology-enabled registered investment advisor (RIA), and Money Concepts, a privately owned broker-dealer, today announced a strategic partnership. This partnership strengthens Money Concepts' services and enhances its solutions to promote a better retirement. Future Capital allows advisors to seamlessly manage their 401(k) assets held by existing wealth management clients, regardless of their relationship with a plan sponsor or plan provider.
“Our partnership with Money Concepts will enable advisors to better strategically serve their wealth and retirement clients,” said Jay Jumper, founder and CEO of Future Capital. Stated. “We provide advisors with the data, insights and tools they need to create new growth opportunities by delivering superior service and comprehensive solutions tailored to the unique needs of their current and future clients. I'm proud to be able to do this.”
Known for its forward-thinking and collaborative ethos, Money Concepts is dedicated to fostering growth-oriented and beneficial relationships with its advisors. This partnership highlights the company's commitment to providing versatility and effectiveness, enabling advisors to provide thorough, compliant and efficient service to their clients.
Dennis Walsh, president and CEO of Money Concepts, said: “Our mission has always been to provide financial professionals with a systematic approach to providing comprehensive financial planning and wealth management solutions to their clients and customers. “The aim was to provide a fair and fair method.'' “Partnering with Future Capital means providing our advisors with robust, cutting-edge solutions and strengthening our ability to provide our clients with the solutions they need.”
This partnership highlights the companies' shared vision of leveraging technology to accelerate growth for advisors and provide superior service to their clients. The companies look forward to a long-term partnership that will continue to empower advisors and drive growth and efficiency in an ever-evolving financial environment.
About Future Capital
Future Capital is an industry-leading WealthTech company with a 20-year track record of excellence. Our unwavering commitment to empowering individuals with advanced digital tools, customized 401(k) management account solutions, and critical personalized guidance to help them make informed decisions about their retirement assets. It's about being able to make decisions. With comprehensive retirement solutions, we serve as a trusted partner to stakeholders across the retirement value chain, from broker-dealers, leading RIAs, and recordkeepers to advisors, plan sponsors, and plan participants. Masu. To learn more about our industry-leading solutions, visit FutureCapital.com.
About the concept of money
Money Concepts Capital Corp. is a privately owned, independent broker-dealer headquartered in Palm Beach Gardens, Florida and dually registered as a Registered Investment Advisor. Founded in 1979, its parent company, Money Concepts International, Inc., has a network of approximately 700 financial professional centers nationwide.
In addition to serving independent advisors, Money Concepts® provides turnkey wealth management services to community banks, credit unions, and tax professionals. Money Concepts® Advisors provides comprehensive planning and offers a wide range of unique products and services, including advisory and alternative investment services. For more information, please visit http://www.MoneyConcepts.com/Advisor.
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