Future Capital

This week’s Wealth Solutions Report Deals & Recruiting Roundup covers Emigrant, Summit, Mercer, EP Wealth, Commonwealth, LPL, Axos, AssetMark, Intention.ly and Savvy Wealth. ? ? Emigrant Partners invests in Novare Capital Management ? ? Summit Financial stakes Genex Consulting ? ? Mercer Global Advisors is acquiring Financial Partners Group ? ? EP Wealth Advisors is acquiring Criterion Capital Advisors? ? ? Commonwealth Financial Network recruited Schneider Wealth Strategies ? ? LPL Financial recruited Charter Oak Wealth Partners ? ? Future Capital partners with Axos? Clearing, A Subsidiary of Axos Financial ? ? AssetMark names Alex Pape, CFA as Chief Technology and Product Officer ? ? Mercer Advisors appointed Alisa Maute, CIMA?, CAIA? as Head of Client Development ? ? Intention.ly expands its RIA Group with Randy Lambert and Jason Mirabella ? ? Savvy Wealth appoints David Weiner as Chief Growth Officer https://lnkd.in/gcVd96Aq ? #WealthSolutionsReport #M&A #RIAs #FinancialAdvisors

Future Capital’s Construct takes the admin burden off your plate, giving you direct access to clients’ 401(k)s so you can deliver truly holistic advice. Hear from Michelle Mahoney on how Construct helps advisors stay ahead. ?? Watch the full interview now: https://lnkd.in/emvgmP_N #FutureCapital #Construct #FinancialAdvisors #RetirementPlanning #WealthManagement

?? Managing held-away 401(k) assets can help clients make informed financial decisions?to help them stay on track for retirement. But how do you choose the right partner? Our latest article breaks down what to look for in a 401(k) management company—covering compliance, scalability, and the tools that can help your clients more effectively. Read more ?? #FinancialAdvisors #WealthManagement #RetirementPlanning #401kManagement #FutureCapital

Shoutout to The Wealth Advisor for the recent highlight on our partnership with Axos? Clearing, A Subsidiary of Axos Financial! Our CRO, Mike Row, said, "Our integration with Axos Complete will address this challenge head-on, giving advisors the power to actively manage their clients' retirement assets alongside their other investments. This enables advisors to provide truly holistic financial guidance while expanding their practices through new revenue streams." Learn more: https://lnkd.in/ef5fQgV6 #FutureCapital #Retirement #WealthAdvisor #Partnership

? Did you hear? Future Capital and Axos? Clearing, A Subsidiary of Axos Financial have teamed up to bring more advisors access to their clients retirement assets. Read the latest from InvestmentNews: https://lnkd.in/eiSeccDF #FutureCapital #WealthAdvisors #Retirement #HeldAwayAssets #Partnership

Thank you to 401k Specialist Magazine for sharing news of our newest partnership with Axos? Clearing, A Subsidiary of Axos Financial! With Axos Clearing, we’re expanding our reach to empower even more advisors with the tools they need to win rollovers, strengthen client relationships, and scale their practice. Read Brian Anderson's full story here: https://lnkd.in/ehMsF92D #FutureCapital #Retirement #WealthAdvisor #Partnership

ICYMI: Will Jumper, our Business Development Manager, is at Orion Ascent, alongside our CEO Jay Jumper. If you haven't had the chance to connect with them about our platform and how we help advisors, don't miss your chance! ?? Reach out to Will to learn more. #FutureCapital #WealthAdvisors #Retirement #HeldAwayAssets #Orion

?? Big news! Future Capital is partnering with Axos? Clearing, A Subsidiary of Axos Financial to help more advisors manage held-away 401(k)s and uncover rollovers. Axos Clearing advisors now have seamless access to our platform—making retirement account management easier, more efficient, and scalable. ?? Read more: https://lnkd.in/eFaW6J_X #FutureCapital #FinancialAdvisors #401kManagement #WealthManagement #RetirementSolutions #Partnership

Future Capital + SS&C Technologies Black Diamond? = Simplified retirement asset management. Access Construct directly through Black Diamond and manage held-away 401(k)s more efficiently than ever. Details: https://lnkd.in/e5MVv7hb #Partnership #FutureCapital #WealthAdvisor #HeldAway #Retirement

Check out our practical guide to financial advisor portfolio management software—what it is and how it can benefit your practice. Read more below ?? #FutureCapital #Software #Advisors #WealthManagement #Retirement