Browsing Tag
held-away accounts
14 posts
Held-Away Assets: Fidelity-Pontera Feud Highlights Different Perspectives on Access vs. Security
A closer look at the recent standoff over 401(k) account access via credential sharing
Retirement Savers Feel Lack of Control Over Their 401(k)s: Pontera
New study finds fewer than 1 in 5 feel highly knowledgeable and confident about managing their retirement and college savings accounts
Pontera, Manulife John Hancock Collaborate to Better Manage Held-Away 401(k)s
Pontera, Manulife John Hancock announce collaboration to better manage held-away 401(k)s and improve participant outcomes
Future Capital, Axos Clearing Deal Focused on Held-Away 401(k)s
Partnership will enable advisors to seamlessly incorporate held-away retirement assets into strategies
New Future Capital Partnership Targets Held-Away 401(k) Assets
Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for Registered Investment Advisors
Future Capital Enters Held-Away 401(k) Assets Market with New Digital Solution
All-in-one tool “Constuct” enables advisors to directly manage workplace retirement plan assets
Summit Financial is Latest Strategic Partner for Pontera
Deal provides Summit advisors with access to Pontera platform to comprehensively and transparently manage 401(k), 403(b) and other retirement accounts
Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
Strategic partnership enables Founders advisors to manage held-away accounts using Pontera
ProNvest Rebrands as ‘Future Capital’
WealthTech provider facilitates advisor access to DC plan participant external assets
Pontera Brings 401(k) Management Support to Lion Street
Lion Street’s wealth managers will be able to analyze held-away account fund lineups, review performance and fees, and rebalance accounts with Pontera’s support