The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance ...

Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to ...

The deal is the firm’s first with a DC recordkeeper and comes on the heels of Fidelity warning it would block Pontera’s third ...

Pontera, the fintech company that helps retirement savers access professional 401(k) account management from their financial advisor, has announced a new strategic partnership with 401GO that will ...

19, 2024 /PRNewswire/ -- Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, has announced a strategic ...

Fidelity has told advisors that it intends to block their ability to access and manage clients' 401 (k) accounts via ...

Citing data security concerns, Fidelity has informed advisors that it intends to block their access to customers' ...

The move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.

Fidelity is putting advisors on notice that it is cracking down on the use of third-party technology to access and manage investors’ retirement accounts held at the company. The move comes in ...