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

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

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 ...

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

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

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

Empower’s Workplace Solutions unit recorded a 32% year-over-year rise in base earnings, driven by increased fees from ...

Hecker Fink is continuing to lawyer up and will double its footprint in the Empire State Building. The law firm took an ...

At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated ...

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 ...

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 ...