Browsing Tag
Pontera
20 posts
Pontera and IAA Collab on Wealth Management Services
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other workplace plan accounts
Corporate Roundup: PGIM Appoints CEO, Pontera, Envestnet Partnership
The latest news from PGIM, Pontera, Envestnet, and more
Participants with Advisors Way More Confident of Secure Retirement
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a financial advisor are better informed and contribute more
Corporate Roundup: Pontera, 401GO Partnership, Vestwell and Commonwealth Expand Collaboration
The latest news from Pontera, 401GO, Vestwell, Commonwealth, and more
Pontera, Stifel Partner to Securely Manage Client 401(k)s
Collaboration unveiled today extends capabilities of more than 2,400 Stifel advisors serving over 200,000 clients
Pontera Builds Out DC Partnerships Unit with Trio of Experienced Hires
Jerry Bonnabeau joins in new role as Head of DC Partnerships; Kevin Amoruso as Director, DC Strategic Relationships; and Todd Stablewski as Director, DC Partnerships
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
Commonwealth Latest to Partner with Pontera on 401(k) Management
The New York-based software platform will allow Commonwealth advisors to manage and trade clients' 401(k) and 403(b) accounts
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