NEW YORK, Nov. 4, 2024 /PRNewswire/ -- Ponteraâ„¢, 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 ...
Integration with hosted RIA billing solution to help advisors more efficiently collect payment for managing workplace retirement accounts NEW YORK, Nov. 4, 2024 /PRNewswire/ -- Ponteraâ„¢, the ...
That is, unless they have a financial advisor. According to the first-ever Pontera 401(k) Literacy Survey, plan participants who work with a financial professional are more confident about their ...
A new survey by Pontera highlights the significant role financial advisors play in improving retirement outcomes for US workers participating in 401(k) plans. The Pontera 401(k) Literacy Survey ...
The wealth technology behemoth has entered into two new integration partnerships with Axos Clearing and Pontera, aiming to broaden the services available to advisors who manage client assets ...
Asset-Map has raised over $140,000 from the event over the past four years. Pontera this week announced the availability of its integration with Envestnet’s BillFin (the cloud-based advisory ...
Trump Taps Matt Gaetz for Attorney General, a Provocative Move President-elect Trump plans to nominate the Florida congressman, among a flurry of personnel announcements as Republicans neared ...
Former Democratic congresswoman Tulsi Gabbard has been appointed as the director of national intelligence by US President-elect Donald Trump. Gabbard, who switched to the Republican Party, is a ...
Mom of 3 was brutally tortured before being set ablaze in Manipur: Autopsy A horrifying incident in Manipur's Jiribam district has left the community reeling after a 31-year-old mother of three ...
The Biden administration gave Israel 30 days to increase the flow of aid, warning that aid shipments into Gaza in September had reached an alarmingly low level. By Liam Stack and Aaron Boxerman ...
Kraft Heinz has announced it is removing its Lunchables meal kits from the National School Lunch Program. With eight $1 billion+ brands, Kraft Heinz is North America’s third-largest food and ...