Fidelity Clamps Down on Letting Financial Advisors Look at …
WEB1 day ago · Fidelity Clamps Down on Tools That Let Financial Advisors Peek in Clients’ 401 (k) Plans. By. Kenneth Corbin. Sept. 19, 2024 8:42 am ET. Print. Reprints. Text. Fidelity is putting advisors on ...
What's Behind Fidelity’s Move to Restrict 401(k) Login Sharing
WEB2 days ago · The move affects the access of fintech firms that serve clients with billions of dollars custodied at Fidelity. The firm characterized the move as part of an effort to safeguard customer data and ...
Financial Advisor IQ - Content Page
WEB3 days ago · Fidelity has told advisors that it intends to block their ability to access and manage clients' 401 (k) accounts via credential sharing. Pontera, a 401 (k)-management software provider, is prodding firms and advisors who use the platform to urge Fidelity to reconsider. A version of this article ran Friday as breaking news on Financial Advisor IQ.
Pontera and 401GO partner to enable personalized 401(k) …
WEB1 day ago · Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s ...
Pontera Raises $60 Million to Help US Workers Retire Better - PR …
WEBDec 7, 2023 · Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to analyze, rebalance, and report on workplace retirement account assets,...
News - Pontera
WEBNews and articles about Pontera, the platform for financial advisors to professionally manage and trade 401 (k), 403 (b) and other retirement accounts.
Pontera Raises $60 Million to Help US Workers Retire Better
WEBDec 7, 2023 · Pontera, the fintech company enabling 401 (k) participants to receive comprehensive wealth management services by personal financial advisors, has secured $60 million in a funding round led by...
Financial Advisor IQ - Site Home Page
WEB3 days ago · Fidelity Clampdown on Credential-Sharing Prompts Pontera to Rally FA Troops. Fidelity has told advisors that it intends to block their ability to access and manage clients' 401 (k) accounts via credential sharing. Pontera, a 401 (k)-management software provider, is prodding firms and advisors who use the platform to urge Fidelity to reconsider.
Pontera Raises $60M Led By INCONIQ Growth | Wealth …
WEBDec 8, 2023 · Pontera, the technology provider known for providing secure tools for managing held away assets in 401 (k)s, 403 (b)s and HSAs, announced this week it raised an additional $60 million in capital...
Fidelity to limit 401(k) access by third parties - Investment News
WEB3 days ago · Fidelity is clamping down on third-party access to 401 (k)s, a move that could restrict outside advisors from managing clients’ assets in those accounts. On Friday, the massive financial ...