Articles tagged "Pontera"
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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
Bob Curtis is back to financial planning • Future Capital and Pontera score $15-billion AUM • Advisor360 is out to conquer Salesforce and Needham • Batnick repurposes Ritholtz charts into standalone venture for RIAs
MoneyGuidePro founder sees mortgage angle • Commonwealth's spun-off software unit thrives in second life
March 19, 2025 at 3:25 AM
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
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
