Pontera’s technology is cool because it gives advisors the opportunity not only to provide a more holistic client experience, but to charge a fee on it as well.
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Many broker/dealers mentioned how Pontera is allowing their advisors to manage clients’ DC and outside assets without compromising data security.
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“We’re working across the industry with firms of all shapes and sizes because it’s important that there’s a path to a better retirement for American workers and there is one way to help them get there.”
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Pontera Solutions Inc. announced a partnership with Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, in which Wealthspire will leverage the Pontera platform to expand its 401(k) management capabilities.
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Currently, the definition of a fiduciary does not extend to certain rollover and annuity recommendations, the DOL said.
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Fast-growing RIA selects Pontera to strengthen its comprehensive management of client 401(k) and other held-away assets
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