NEW YORK, Nov. 4, 2024 /PRNewswire/ -- Ponteraâ„¢, the fintech company helping retirement savers receive 401(k) account management from their financial advisor, has announced the availability of ...
Integration with hosted RIA billing solution to help advisors more efficiently collect payment for managing workplace retirement accounts NEW YORK, Nov. 4, 2024 /PRNewswire/ -- Ponteraâ„¢, the ...
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 ...
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 ...
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 ...
Fidelity will prohibit unaffiliated advisors and independent practitioners who use it for custody or clearing services from using fintech operations like Pontera to access client 401(k ...
The Centers for Disease Control and Prevention typically coordinates between 17 and 36 investigations of foodborne illnesses involving multiple states each week. A report is posted weekly, but ...
Melania Trump declined Jill Biden's invitation for tea at the White House as their husbands meet for the customary post-election lunch. Melania reportedly cited a scheduling conflict but sources ...
Antisemitic assaults on visiting Israeli soccer fans, and incendiary chants and attacks by some Israelis: Here’s what we know so far about the violence in Amsterdam last week. By Jim ...
The move comes just before a Biden administration deadline for Israel to deliver more aid to the enclave or risk a cutoff of military supplies. By Hiba Yazbek A day after the prime minister of ...
Hecker Fink is continuing to lawyer up and will double its footprint in the Empire State Building. The law firm took an additional 26,782 square feet in the Empire State Realty Trust’s (ESRT) iconic ...