Browsing Tag
Pontera
19 posts
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
Pontera and AssetBook Collaborate on Retirement Portfolio Management Support
The partnership between Pontera and AssetBook allows advisors to view, monitor, report and bill on 401(k), 403(b), and other held-away assets
Sanctuary Wealth Partners with Pontera for Held-Away Accounts Support
Partnership enables Sanctuary’s network of advisors to manage 401(k), 403(b), and other held away retirement assets
Pontera Integrates its 401(k) Management Capabilities into Envestnet’s Ecosystem
As a result, Michelle Richter says rollovers occurring at the time of retirement “a substantially less assured thing”
Pontera, RFG Advisory Partner on Held-Away Accounts (Like 401ks)
RIA firm RFG Advisory partners with Pontera to securely and compliantly manage clients’ held away accounts, including 401ks and 403bs
401k Fintech Firm FeeX Gets Major Capital Infusion, Changes Name
it allows financial advisors to 'securely and compliantly manage their clients’ held away accounts'
New Partnership Helps Advisors Manage ‘Held-Away’ 401ks
Coastal Investment Advisors adds FeeX tech to facilitate management of clients’ 401ks, 403bs and other held-away client retirement assets
Average 401k Fee at 0.45% in Recent TD Ameritrade Analysis
With high 401k plan fees being the enemy of the workplace retirement saver, it’s always interesting to keep…
How to Save Time Comparing 401k Rollover Fees
The size and viability of the 401k rollover market is as confusing as ever, especially considering the on-again/off-again…