Future Capital, a tech-enabled registered investment advisor with over 20 years of specialized experience in retirement solutions, and Michigan-based financial services firm, Hantz Group, on Tuesday announced their partnership, enabling Hantz advisors to better manage clients' held-away 401(k) assets. This collaboration comes at a time when retirement accounts now represent 56 percent of financial assets for households with $100,000 to $2 million in investments.
By utilizing Future Capital Core, Hantz advisors can now provide professional 401(k) management services to their clients. This helps advisors integrate their clients' workplace retirement accounts with their comprehensive financial planning goals.
By utilizing Future Capital Core, Hantz advisors can now provide professional 401(k) management services to their clients. This helps advisors integrate their clients' workplace retirement accounts with their comprehensive financial planning goals. This addresses a significant market need because while defined contribution plans hold $11.3 trillion in assets across 80 million participants, 97 percent of these participants may benefit from working with a financial advisor who can provide comprehensive guidance.
“The Future Capital partnership strengthens our ability to serve clients' retirement planning needs while aligning all of their finances with their planning goals,” said John Hantz, president and CEO of Hantz Group. “Given that more than half of household wealth is held in workplace retirement accounts, incorporating 401(k) management into our practice helps us provide more comprehensive financial guidance to suit their entire financial life.”
“It’s vital that advisors live up to their comprehensive financial planning description by not only managing the client assets they can easily access but also the ones that are held-away,” said Jay Jumper, chief executive officer of Future Capital. “We’ve seen how this comprehensive approach benefits clients. Hantz and our other partner firms recognize this. As retirement accounts now represent 36 percent of all financial assets, advisors need effective tools to help clients make informed decisions about these critical investments.”
Future Capital's solution enables advisors to:
Integrate 401(k) investments with clients' comprehensive financial goals
Adjust investment strategies based on changing circumstances
Access support tools and professional guidance
Provide consistent oversight of retirement investments
This collaboration reflects growing demand for integrated retirement guidance across the wealth management industry. In addition to partnering with Hantz, Future Capital also recently began working with AssuredPartners Investment Advisors and Axos Clearing, and is now available via SS&C’s Black Diamond Wealth Platform.