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Thursday, August 20, 2026The Morning Brief →Sign in
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Yoav Zurel

In PWD coverage since August 20, 2026 · 3 stories
PWD coverage
advisers

Pontera adds a non-discretionary route into held-away 401(k)s

A second workflow lets advisers recommend changes inside employer-sponsored accounts; clients do the executing.
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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