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 ...

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

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

Plan participants who work with a financial advisor apparently are more confident about their retirement prospects, better informed about their plans and contribute more to their accounts.

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 ...

Literacy Study, and the results underscore the widening retirement knowledge gap between those with advisors and those ...

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.