Arete Wealth and Pontera Partner to Transform Retirement Management
November 12, 2025
Integration empowers advisors to securely connect to clients’ workplace retirement assets for holistic planning, optimization, and
Integration empowers advisors to securely connect to clients’ workplace retirement assets for holistic planning, optimization, and
Snowden Lane Partners’ financial advisors can now manage clients’ held-away accounts in a unified system
Membership alongside Plaid, MX, Fiserv, and more reflects Pontera’s commitment to financial data transparency Pontera,
Pontera, the fintech company helping retirement savers receive 401(k) account management from their chosen financial