Why is the need for financial advisors to manage American workers' 401(k) accounts greater than ever? David Goldman explains in this comprehensive look at outside asset management from Alex Ortolani in PLANADVISER: "It’s clear to our partners and to a lot of participants that these [retirement] assets, although they are a significant portion of retirement savers’ nest eggs, are not getting enough attention—and the advisory firms and the participants are both seeing the same thing.” The ability to advise on these accounts is proving valuable for both new and existing clients. We're thankful for our partners Nick Lamb, CFA of SageView Advisory Group and Karen R. McColl, CFA of Commonwealth Financial Network for sharing their positive experience with Pontera. As Nick describes: “Now, we can view and manage our clients’ held away accounts in real time. In addition, the client gets the benefit of having investible assets professionally managed.” Discover how advisors are taking an even more strategic approach to the totality of clients' wealth: https://lnkd.in/eEkdQXZj
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Pontera wishes everyone a joyful Independence Day! 🇺🇸 🎇 Our offices will be closed for the July 4th holiday and will resume business on Friday, July 5th. #Happy4thofJuly #IndependenceDay #July4th #retirebetter
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"Fast forward, about 10 months ago, we put Pontera on the platform, and it's been a big hit for us," Ed Friedman, director of business development and growth at Summit Financial, shares his positive experience onboarding Pontera for the firm’s advisors. Learn more about testing and launching new technology for your firm in the latest from Rachel Witkowski in Financial Planning. https://lnkd.in/eAxApzZK
How to get advisors to use new tech: Test it on them first
financial-planning.com
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At the most recent installment of Pontera’s Diversity in Leadership speaker series, we had the pleasure of hosting Kimberly Perry, Director of Retirement Services at Stifel Financial Corp. Kim spoke about finding your purpose, overcoming challenges, building relationships, and what it means to be a leader. Our own Kristen Gallagher moderated this interactive discussion! Our team values the chance to ask questions and learn from our partners and peers like Kim. Thank you for taking the time to share your wisdom! #LifeAtPontera #WomeninFinance #DiversityandInclusion
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Today, June 19, is Juneteenth—a federal holiday commemorating the end of slavery in the United States. In observance of this historic day and in celebration of freedom, Pontera's U.S. office will be closed. We also salute Al Edwards, who as a state representative in 1979 authored and sponsored the first state house bill that made Juneteenth a state holiday in Texas.
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Partnering with strategic firms "empowers GeoWealth users with even more investment management flexibility." We're grateful for the mention from Brendan Falls in The Wealth Advisor. Pontera is proud to help GeoWealth advisors better serve retirement savers with our platform for outside asset management. https://lnkd.in/eeKNEDAu
GeoWealth: 5 Years of America's Best TAMPs
thewealthadvisor.com
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So glad you're loving the swag, Carina! Thanks so much for the kind words, we value your partnership!
Board Member | Management Consultant | Executive in Residence | Growth Czar | Influencer | Speaker
I’ve been recommending Pontera software to #advisors for years as it was a #gamechanger in how I advised clients on their #retirement held-away assets and was able to get fairly compensated. They recently surprised me with a #swagbag and handwritten thank you note. What a #classact this #fintech is. Does your #techstack treat you with such #gratitude and #respect?
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F2 Strategy co-founder and CEO Doug Fritz has nice things to say about Pontera and its recent partnership with Stifel Financial Corp. in WealthManagement.com's "Word on WealthTech" column for June 2024: "Honestly, we’re surprised more advisors don’t include 401(k) oversight management in their advisory offering. Clients expect them to help them make good decisions about taxability, and it pays for itself, so why not?" We couldn't agree more. Discover how more Americans can get the secure, professional 401(k) advice they need by visiting Pontera.com #wealthtech #401k #financialadvisors https://lnkd.in/e7h4kMk8
The Word on WealthTech for June 2024
wealthmanagement.com
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For #PrideMonth, we celebrate Walter B. Schubert, Jr., who in 1994 became the first openly gay member of the New York Stock Exchange. His experiences prompted him to champion the development of a more inclusive environment at the exchange. In 1998, he founded ‘Gay Financial Network’, a website dedicated to financial interests and personal challenges of the LGBTQ community. In 2009, he was selected as the lead architect of the NYSE's Financial Literacy Council. He is currently a life coach, mentor, and public speaker who helps others in the community understand how to face adversity and thrive. #Pride2024 #Pride #LGBTQIA
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Pontera joins many of the industry’s top financial advisors at BNY Mellon | Pershing’s annual INSITE conference this week in Nashville. We’re pleased that so many attended our “Tech Takeover” presentation, led by Alex Long, Enterprise Sales, to see firsthand how Pontera helps advisors incorporate clients’ 401(k)s and other workplace retirement accounts as part of a more comprehensive plan. Advisors attending #realinsite are invited to stop by Booth #616 to learn more. You can also schedule a meeting here: https://lnkd.in/deRzui7A
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