The wealth technology behemoth has entered into two new integration partnerships with Axos Clearing and Pontera, aiming to broaden the services available to advisors who manage client assets ...
A new survey by Pontera highlights the significant role financial advisors play in improving retirement outcomes for US workers participating in 401(k) plans. The Pontera 401(k) Literacy Survey ...
Advisors use products such as Pontera and Envestnet’s Yodlee to generate a holistic view of a client’s finances, including ...
NEW YORK, Nov. 4, 2024 /PRNewswire/ -- Pontera™, the fintech company helping retirement savers receive 401(k) account management from their financial advisor, has announced the availability of ...
SANDY, Utah--(BUSINESS WIRE)--401GO, a rapidly growing, fintech startup revolutionizing the 401(k) industry, announced the appointment of Joseph Marullo as Chief of Staff. Joseph brings with him a ...
That is, unless they have a financial advisor. According to the first-ever Pontera 401(k) Literacy Survey, plan participants who work with a financial professional are more confident about their ...
SANDY, Utah--(BUSINESS WIRE)--401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced a key addition to its staff. Sue Hardy, a 20 year ...
With this integration, advisors who use Pontera to manage their clients' 401(k) accounts can offer more efficient billing. "By adding BillFin capabilities, we're empowering financial advisors to ...
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