Advisors: don’t blink—wealthtech is moving fast. This week’s Advisor Tech Talk wraps the latest from SEI, Broadridge, iCapital, Mili, Pontera, and ICE into one roundup so you can stay current without the noise. #WealthTech #AdvisorTech
https://dwealth.news/?p=37365
https://dwealth.news/?p=37365
June 23, 2026 at 10:52 AM
Advisors: don’t blink—wealthtech is moving fast. This week’s Advisor Tech Talk wraps the latest from SEI, Broadridge, iCapital, Mili, Pontera, and ICE into one roundup so you can stay current without the noise. #WealthTech #AdvisorTech
https://dwealth.news/?p=37365
https://dwealth.news/?p=37365
⚡ Advisors: the wealthtech stack won’t sit still. This week’s Advisor Tech Talk rounds up the latest moves from Nitrogen, OneVest, TIFIN, Zocks & Pontera—so you can spot what matters and stay ahead. #WealthTech #Fintech
https://dwealth.news/?p=35009
https://dwealth.news/?p=35009
May 24, 2026 at 6:25 PM
⚡ Advisors: the wealthtech stack won’t sit still. This week’s Advisor Tech Talk rounds up the latest moves from Nitrogen, OneVest, TIFIN, Zocks & Pontera—so you can spot what matters and stay ahead. #WealthTech #Fintech
https://dwealth.news/?p=35009
https://dwealth.news/?p=35009
Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute
Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute - BeyondLink
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beyondlink.live
April 18, 2026 at 6:21 AM
Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute
According to a survey from Pontera, individuals who work with financial advisors contribute substantially more to workplace retirement accounts 📊
15% of their income compared vs. 10% among self-directed participants 💪🏼
15% of their income compared vs. 10% among self-directed participants 💪🏼
March 31, 2026 at 7:13 PM
According to a survey from Pontera, individuals who work with financial advisors contribute substantially more to workplace retirement accounts 📊
15% of their income compared vs. 10% among self-directed participants 💪🏼
15% of their income compared vs. 10% among self-directed participants 💪🏼
Interesting. We don’t use Pontera but that makes sense.
January 13, 2026 at 6:02 PM
Interesting. We don’t use Pontera but that makes sense.
I finally found the transaction details by manually downloading a quarterly report PDF.
If I had to guess, the Guideline website doesn’t list transaction details to render 401(k) aggregators (e.g. Pontera) mostly useless.
3rd parties can still sign in, but they get incomplete account data.
If I had to guess, the Guideline website doesn’t list transaction details to render 401(k) aggregators (e.g. Pontera) mostly useless.
3rd parties can still sign in, but they get incomplete account data.
January 13, 2026 at 5:49 PM
I finally found the transaction details by manually downloading a quarterly report PDF.
If I had to guess, the Guideline website doesn’t list transaction details to render 401(k) aggregators (e.g. Pontera) mostly useless.
3rd parties can still sign in, but they get incomplete account data.
If I had to guess, the Guideline website doesn’t list transaction details to render 401(k) aggregators (e.g. Pontera) mostly useless.
3rd parties can still sign in, but they get incomplete account data.
Pontera携手Manulife John Hancock,共筑401(k)账户管理新时代
https://qian.cx/posts/94FABD8C-E038-4706-A3A2-8E9585E6F439
https://qian.cx/posts/94FABD8C-E038-4706-A3A2-8E9585E6F439
December 12, 2025 at 9:57 PM
Pontera携手Manulife John Hancock,共筑401(k)账户管理新时代
https://qian.cx/posts/94FABD8C-E038-4706-A3A2-8E9585E6F439
https://qian.cx/posts/94FABD8C-E038-4706-A3A2-8E9585E6F439
Fidelity limita el acceso a cuentas 401(k): ¿qué significa para los clientes?
Fidelity limita el acceso a cuentas 401(k): ¿qué significa para los clientes?
Clientes de Pontera enfrentan bloqueos en sus cuentas de jubilación de Fidelity
dlvr.it
December 2, 2025 at 9:22 PM
Fidelity limita el acceso a cuentas 401(k): ¿qué significa para los clientes?
Open, honest and candid discussion about Schwab and Pontera, Pitchbook's private market indexes, ETF dual share classes, revenue sharing and the value of a 3(38) co-fiduciary.
401(k) Real Talk Episode 175: November 19, 2025
Fred Barstein discusses Schwab and Pontera, Pitchbook's private market indexes, ETF dual share classes, revenue sharing and more.
spr.ly
November 19, 2025 at 4:00 PM
Open, honest and candid discussion about Schwab and Pontera, Pitchbook's private market indexes, ETF dual share classes, revenue sharing and the value of a 3(38) co-fiduciary.
Fidelity customers using 3rd-party financial advisors (like Pontera) are losing online access to their 401(k) accounts due to Fidelity's new security policy. Fidelity says access can be restored by calling a rep. #Retirement #News
Fidelity customers lose 401(k) access. Some call it a 'mind-boggling' power grab. But the company says it's about safety
Fidelity customers using 3rd-party financial advisors (like Pontera) are losing online access to the...
finance.yahoo.com
November 16, 2025 at 3:11 AM
Fidelity customers using 3rd-party financial advisors (like Pontera) are losing online access to their 401(k) accounts due to Fidelity's new security policy. Fidelity says access can be restored by calling a rep. #Retirement #News
Arete Wealth Teams Up with Pontera to Enhance Advisor Access to Retirement Accounts#United_States#Chicago#Arete_Wealth#Pontera#Retirement_Accounts
Arete Wealth Teams Up with Pontera to Enhance Advisor Access to Retirement Accounts
The partnership between Arete Wealth and Pontera enables financial advisors to seamlessly connect with workplace retirement accounts for better financial planning.
third-news.com
November 12, 2025 at 1:05 PM
Arete Wealth Teams Up with Pontera to Enhance Advisor Access to Retirement Accounts#United_States#Chicago#Arete_Wealth#Pontera#Retirement_Accounts
I wrote about the dispute be Fidelity Investments and a newish fintech called Pontera. It raises tons of interesting issues about what happens when we leave ordinary Americans at the mercy of the financial services industry for their golden years.
#retirement
www.usatoday.com/story/money/...
#retirement
www.usatoday.com/story/money/...
Fidelity faces off against fintech in battle over 401(k) access
America's 401(k) system leaves consumers at the mercy of financial services companies. One small upstart is tackling a giant incumbent over access.
www.usatoday.com
October 23, 2025 at 3:12 PM
I wrote about the dispute be Fidelity Investments and a newish fintech called Pontera. It raises tons of interesting issues about what happens when we leave ordinary Americans at the mercy of the financial services industry for their golden years.
#retirement
www.usatoday.com/story/money/...
#retirement
www.usatoday.com/story/money/...
"Fidelity has a legitimate concern about the way Pontera is currently accessing their #information," said @csfrayer.bsky.social, director of investor protection for the Consumer Federation of America, a nonpartisan advocacy organization.
Fidelity faces off against fintech in battle over 401(k) access
America's 401(k) system leaves consumers at the mercy of financial services companies. One small upstart is tackling a giant incumbent over access.
www.usatoday.com
October 23, 2025 at 1:06 PM
"Fidelity has a legitimate concern about the way Pontera is currently accessing their #information," said @csfrayer.bsky.social, director of investor protection for the Consumer Federation of America, a nonpartisan advocacy organization.
Pontera CEO calls out Fidelity in public letter, accusing the 401(k) giant of "anticompetitive power grab" by blocking advisor access to client retirement accounts. spr.ly/63325AxZCN
Pontera Attacks Fidelity for Blocking 401(k) Services
Pontera has issued a letter calling on Fidelity to stop blocking its partner financial advisors from using the fintech’s 401(k) management tool.
spr.ly
October 13, 2025 at 7:00 PM
Pontera CEO calls out Fidelity in public letter, accusing the 401(k) giant of "anticompetitive power grab" by blocking advisor access to client retirement accounts. spr.ly/63325AxZCN
Pontera Celebrates Rhode Island's Support for Data Aggregation in Investment Advisory#United_States#New_York#Pontera#Rhode_Island#Data_Aggregation
Pontera Celebrates Rhode Island's Support for Data Aggregation in Investment Advisory
Pontera commends Rhode Island's regulatory guidance on data aggregation, enhancing investor choice and management of retirement accounts.
third-news.com
October 8, 2025 at 5:33 PM
Pontera Celebrates Rhode Island's Support for Data Aggregation in Investment Advisory#United_States#New_York#Pontera#Rhode_Island#Data_Aggregation
Pontera Study Reveals Lack of Confidence Among Retirement Savers in Investment Control#USA#New_York#Investment#retirement#Pontera
Pontera Study Reveals Lack of Confidence Among Retirement Savers in Investment Control
A recent Pontera study highlights troubling statistics about retirement savers' confidence in managing investments, revealing significant gaps in control and knowledge.
third-news.com
September 25, 2025 at 1:47 PM
Pontera Study Reveals Lack of Confidence Among Retirement Savers in Investment Control#USA#New_York#Investment#retirement#Pontera
Pontera Collaborates with Manulife John Hancock to Enhance Retirement Planning for Advisors and Participants#United_States#New_York#retirement#Manulife#Pontera
Pontera Collaborates with Manulife John Hancock to Enhance Retirement Planning for Advisors and Participants
Pontera has formed a strategic alliance with Manulife John Hancock Retirement to modernize participant engagement and advisor collaboration for improved retirement outcomes.
third-news.com
September 3, 2025 at 10:36 AM
Pontera Collaborates with Manulife John Hancock to Enhance Retirement Planning for Advisors and Participants#United_States#New_York#retirement#Manulife#Pontera
Thoughts on this? >> Pontera Applauds Texas Regulator’s Best Practices on Data
Aggregation and Held Away Asset Management >> Comment below! #healthtech #IoT #industry40 #AI #mhealth
Aggregation and Held Away Asset Management >> Comment below! #healthtech #IoT #industry40 #AI #mhealth
Pontera Applauds Texas Regulator’s Best Practices on Data
Aggregation and Held Away Asset Management
NEW YORK, July 23, 2025 /PRNewswire/ — Pontera, the leading platform enabling secure management of held-away assets, today announced its strong support for the Texas State Securities Board’s (TSSB) newly released best practices on data aggregation and third-party platforms. This development signals a growing alignment between innovative financial technology and regulatory priorities focused on investor protection …
dlvr.it
July 23, 2025 at 8:03 PM
Thoughts on this? >> Pontera Applauds Texas Regulator’s Best Practices on Data
Aggregation and Held Away Asset Management >> Comment below! #healthtech #IoT #industry40 #AI #mhealth
Aggregation and Held Away Asset Management >> Comment below! #healthtech #IoT #industry40 #AI #mhealth
Pontera Endorses Texas Regulator's Enhanced Standards on Data Handling for Investor Protection#USA#New_York#Financial_Technology#Pontera#Texas_TSSB
Pontera Endorses Texas Regulator's Enhanced Standards on Data Handling for Investor Protection
Pontera, a leader in secure asset management, commends the Texas State Securities Board for its new best practices focused on data aggregation and third-party platforms to protect investors.
third-news.com
July 23, 2025 at 7:41 PM
Pontera Endorses Texas Regulator's Enhanced Standards on Data Handling for Investor Protection#USA#New_York#Financial_Technology#Pontera#Texas_TSSB
Pontera and Snowden Lane Partnership Revolutionizes 401(k) Management for Financial Advisors#USA#New_York#Pontera #401(k)_Services#Snowden_Lane
Pontera and Snowden Lane Partnership Revolutionizes 401(k) Management for Financial Advisors
Discover how Pontera and Snowden Lane Partners are transforming 401(k) management, creating more comprehensive financial strategies for clients.
third-news.com
July 10, 2025 at 1:30 PM
Pontera and Snowden Lane Partnership Revolutionizes 401(k) Management for Financial Advisors#USA#New_York#Pontera #401(k)_Services#Snowden_Lane