Capelle notes that Modern Wealth advisers do have access to a platform that allows them to manage clients’ 401(k) assets alongside other investments through the firm Pontera.
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That’s why partnering with strategic firms—like Axos, iCapital, Pontera, 55ip, Halo Investing, and others—empowers GeoWealth users with even more investment management flexibility.
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Honestly, we’re surprised more advisors don’t include 401(k) oversight management in their advisory offering. Clients expect them to help them make good decisions about taxability, and it pays for itself, so why not?
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This PLANADVISER In-Depth story considers the new ways financial advisers are seeking to manage participant 401(k) accounts before they’ve rolled out.
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Pontera and Stifel help 401(k) participants pursue retirement goals
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In the latest new office deal, Pontera Solutions just signed for 41,000 square feet — relocating and growing from 10,539 square feet at ESRT’s 111 W. 33rd St.
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