Fintech firm Pontera has partnered with tech-forward retirement-plan provider 401GO to allow financial advisors to collect fees directly from clients' 401 (k) accounts.

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 ...

The move comes in response to the emergence of fintech applications that use investor’s login credentials to allow their ...