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Articles tagged "Yoav Zurel"


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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 retirement data 'screen scraping,' 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

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