Dec 2, 2025 · It adds: “This is not about Pontera 's model either. We work with plenty of other record keepers who take no issue." But …

Infrastructure for modern, connected retirement planning. Connect, manage, and grow held-away accounts with Pontera.

Jan 11, 2025 · The New York City robo-advisor, known for "frictionless" technology, is under fire for requiring old-fashioned “ …

Explore the RIA Roadmap—Schwab's step‑by‑step guide to planning, launching, and growing an independent Registered …

Nov 10, 2025 · As Schwab forces clients to reset credentials to curb third-party access, the 401(k) fintech Pontera maintains "Fidelity …

Jun 17, 2026 · Worth understanding the difference before you bolt either onto your RIA technology stack. Pontera is an order …

Apr 6, 2026 · The nation’s largest RIA custodian, Charles Schwab, also a 401 (k) recordkeeper, took similar actions to Fidelity last …

Aug 6, 2026 · RIAs have increasingly adopted various tools like Pontera, ByAllAccounts and others to either view or manage client …

Nov 7, 2025 · Charles Schwab executives took to the stage in Denver this week during Impact, an annual conference for the …

The RIA Benchmarking Study provides information on topics such as asset and revenue growth, sources of new clients, products …