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Articles tagged "Pontera"


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Yoav Zurel: The real question isn’t about credential sharing... clients want this service and willingly trust Pontera.

Pontera CEO heats up year-long battle over Fidelity ban on credential sharing, with an 'open letter' accusing the No. 1 plan provider of a 'power grab'

Fidelity's answer to an RIABiz request for a response was blunt; the company has never given consent to Pontera, its competitors or the advisors to use their financial technology to access its data.

October 11, 2025 at 4:03 AM


Venkatesh Natarajan expects Vanguard's second -- Indian -- technology base to prove "central" to its ability to "adopt new and innovative technology."

RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached

The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds

January 11, 2025 at 3:01 AM

Yoav Zurel will seek to forge partnership with recordkeepers.

Pontera password-sharing business model is a bridge too far for Fidelity; it bans the practice for its 401(k) plans in blow to the fintech's future

The $4.5-trillion recordkeeper cites data security as the immediate concern but it also cites a clash between unauthorized, unidentified third-party advisors executing trades -- without plan sponsor oversight

September 24, 2024 at 2:15 AM

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