A new collaboration will help more advisors manage their clients’ held-away retirement assets through a platform they may already be using.
Tech-driven registered investment advisor Future Capital has announced an integration with Axos Clearing to add additional capabilities to its personalized retirement solutions offer for advisors.
Through an integration of Future’s Core and Construct platforms with the Axos Professional Workstation (part of Axos Complete), advisors can seamlessly incorporate held-away retirement assets into their strategies.
It gives advisors the choice of the easiest-to-scale Core solution or the completely customizable Construct platform that was launched last year.
"For financial advisors, managing held-away retirement assets has long been a critical gap in their service offering - one that directly impacts their ability to deliver comprehensive wealth management," said Mike Row, Chief Revenue Officer of Future Capital. "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."
Axos Clearing client firms will have access to Future’s capabilities in portfolio construction, comprehensive household financial data, and the ability to identify rollover opportunities.
“Integrating Future Capital’s platform into the Axos Complete ecosystem enhances the value we deliver to wealth management firms by expanding their ability to manage retirement assets alongside broader financial strategies,” said David Crow, EVP, Head of Axos Clearing. “This partnership strengthens Axos Clearing’s role as a trusted partner, equipping advisors with innovative tools, seamless integrations, and comprehensive support to better serve their clients.”
Future Capital announced a data integration partnership with SS&C last November to add its capabilities in managing held-away retirement assets via the SS&C Black Diamond Platform, and 2024 saw other collabs for the firm including Money Concepts’ network of advisors.
"QuantumRisk, by design, recognizes that these so-called “impossible” events actually happen, and it accounts for them in a way that advisors can see and plan for," Dr. Ron Piccinini told InvestmentNews.
Advisors who invest time and energy on vital projects for their practice could still be missing growth opportunities – unless they get serious about client-facing activities.
The policy research institution calculates thousands in tax cuts for Washington, Wyoming, and Massachusetts residents on average, with milder reductions for those dwelling in wealth hotspots.
Yieldstreet real estate funds turned out to be far riskier than some clients believed them to be, according to CNBC.
The race to 100 transactions ended a month early this year, with April standing out as the most active month on record for RIA dealmaking.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
