A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
other

Pontera Solutions Inc.

In PWD coverage since August 21, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 19, 26Deal announced — coverage
Aug 19, 26Deal announced — coverage
PWD coverage
policy

The case for outside 401(k) advice ends at the login

Pontera's webinar with former EBSA chief Lisa Gomez makes the legal argument for participant-chosen advisers; Fidelity's December access cutoff shows who still controls the account.
advisers · Aug 21Pontera adds advice-only path to workplace accounts
practice · Aug 21Pontera adds a nondiscretionary option for held-away 401(k)s
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.