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Monday, October 5, 2026The Morning Brief →Sign in
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Yoav Zurel

In PWD coverage since August 20, 2026 · 4 stories
PWD coverage
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Pontera's non-discretionary tool turns held-away 401(k)s into billable work

The September launch adds the compliance and communication layer that lets RIAs and broker-dealers turn workplace retirement accounts into billed relationships.
advisers · Aug 20Pontera adds a non-discretionary route into held-away 401(k)s
RIA · Aug 20Pontera lets advisors recommend 401(k) trades without executing them
The Close · Aug 20Pontera adds non-discretionary 401(k) guidance tool after Fidelity credential fight
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