In other news, AdviceTech.Live is next week, DriveWealth expands to Europe, Pontera integrates with Envestnet BillFin and UBS ...

The wealth technology behemoth has entered into two new integration partnerships with Axos Clearing and Pontera, aiming to ...

Survey reveals most advised plan members max out their contributions, are more aware of fees, and have greater peace of mind ...

Millions of Americans are staking their retirement futures on their 401 (k)s, yet many struggle to navigate the maze of ...

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 ...

Instead, the changes will affect advisors who use third-party fintech tools like those offered by Pontera to gain access to and potentially take action on Fidelity accounts. Those advisors include ...

Advisors use products such as Pontera and Envestnet’s Yodlee to generate a holistic view of a client’s finances, including ...

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Nicole Zheng, chief marketing officer at Pontera, a New York-based platform for financial advisors to manage accounts, recommends “The Psychology of Money” for its focus on making reasonable ...

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 ...

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 ...