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

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 ...

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 ...

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

(Bloomberg) -- B. Riley Financial Inc. agreed to sell a portion of its wealth-management business to Stifel Financial Corp. for as much as $35 million in cash, the latest in a series of asset sales ...

Integration with hosted RIA billing solution to help advisors more efficiently collect payment for managing workplace retirement accounts NEW YORK, Nov. 4, 2024 /PRNewswire/ -- Pontera™, the fintech ...

Fintech provider Pontera announced that it is further integrating its partnership with Envestnet to help plan advisors more efficiently collect payment for managing workplace retirement plans.