Tag: Pontera

Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to...

Firm connecting financial advisers to 401(k) investments brings executives with experience from firms including Edelman Financial Engines, Voya, and Principal.

Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch...

CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...

Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...

Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management...

The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.

Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ...

Pontera and Kovack announce partnership; Russell Investments partners with Venerable; NewEdge Wealth adds iCapital to alternative investment platform; and more.    

COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.

Another financial investment advisory can now bring clients’ “held-away” retirement saving accounts under management.

The fintech firm connecting advisers to 401(k) account management announced another in a string of partnerships Thursday with Founders Financial,...

New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.

RBC C&C selects Vestwell as 401(k) provider; Sanctuary Wealth partners with Pontera on retirement asset management; Prudential, Vitality Global expand...