Articles tagged "Future Capital"
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Pontera-like play wins Black Diamond deal to allow its RIAs to manage held-away 401(k) assets -- with all parties mum on Fidelity's credential-sharing policy
Future Capital only launched held-away product last June, and Pontera got walking papers from Fidelity in September, leaving big questions.
December 18, 2024 at 7:30 PM
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