Commonwealth Financial Network is partnering with technology providers Pontera and Orion to give time back to advisors, according to President and COO Trap Kloman.
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A closer look at Pontera's proactive outreach campaign to state securities regulators this year amid questions about credential-sharing technology.
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Pontera has formed a strategic partnership with 401GO, a fast-growing retirement plan provider using advanced technology to better serve participants, advisors and sponsors
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Fintech's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.
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The agreement will allow advisers to charge management fees directly from clients' retirement plan accounts, a service requested by plan participants.
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Pontera has been named a finalist for a 2024 Luminaries Award by ThinkAdvisor.com
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