{"id":808552,"date":"2025-02-04T09:16:34","date_gmt":"2025-02-04T14:16:34","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/future-capital-and-axos-clearing-to-enable-401k-management-for-financial-advisors\/"},"modified":"2025-02-04T09:16:34","modified_gmt":"2025-02-04T14:16:34","slug":"future-capital-and-axos-clearing-to-enable-401k-management-for-financial-advisors","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/future-capital-and-axos-clearing-to-enable-401k-management-for-financial-advisors\/","title":{"rendered":"Future Capital and Axos Clearing to Enable 401(k) Management for Financial Advisors"},"content":{"rendered":"

<\/p>\n

Future Capital and Axos Clearing to Enable 401(k) Management for Financial Advisors <\/b><\/p>\n

Integration enables advisors to provide professional management for clients’ held-away retirement assets <\/i><\/p>\n

CHATTANOOGA, Tenn.–(BUSINESS WIRE<\/a>)–Future Capital<\/a>, a tech-enabled registered investment advisor (RIA) specializing in personalized retirement solutions, and Axos Clearing<\/a>, a subsidiary of Axos Financial Inc. (NYSE: AX), announced today an integration that will give financial advisors the ability to manage their clients\u2019 workplace retirement accounts.<\/p>\n

\nThis partnership integrates Future Capital’s Core and Construct platforms into the Axos Professional Workstation, a key component of Axos Complete, allowing firms to seamlessly incorporate held-away retirement assets into their strategies. Axos Complete is a fully integrated ecosystem designed to simplify operations, ignite innovation, and empower firms to stay ahead. It combines advanced technology, premier financial solutions, and the full-service expertise of Axos Clearing.<\/p>\n

\nUsing Core, advisors can introduce their wealth clients to Future Capital\u2019s discretionary management service for held-away retirement assets. Alternatively, they can use Construct to exercise full discretionary authority over these retirement accounts, along with the flexibility to build customized portfolios and set their own fee arrangements. This expanded capability enables financial advisors with the potential to increase their assets under administration while providing more comprehensive wealth management services to their clients.<\/p>\n

\n“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<\/a>, 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.”<\/p>\n

David Crow<\/a>, EVP, Head of Axos Clearing, said, \u201cIntegrating Future Capital\u2019s 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. This partnership strengthens Axos Clearing\u2019s role as a trusted partner, equipping advisors with innovative tools, seamless integrations, and comprehensive support to better serve their clients.\u201d<\/p>\n

\nThe integration enables Axos Clearing client firms to:<\/p>\n