Articles tagged "Pontera"

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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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Articles tagged "Pontera"

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January 11, 2025 at 3:01 AM

September 24, 2024 at 2:15 AM

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Articles tagged "Pontera"

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January 11, 2025 at 3:01 AM

September 24, 2024 at 2:15 AM

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