Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to ...

The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance ...

Pontera, the fintech company that helps retirement savers access professional 401(k) account management from their financial advisor, has announced a new strategic partnership with 401GO that will ...

The deal is the firm’s first with a DC recordkeeper and comes on the heels of Fidelity warning it would block Pontera’s third ...

Fidelity has told advisors that it intends to block their ability to access and manage clients' 401 (k) accounts via ...

Citing data security concerns, Fidelity has informed advisors that it intends to block their access to customers' ...

Fidelity has informed advisors and their clients that it intends to block advisors' ability to access and manage their ...

The move comes in response to the emergence of fintech applications that use investor’s login credentials to allow their ...

The move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.

The company will shut off access to accounts by third parties that use client credentials to log in, the firm said.

Fidelity will soon block financial advisers from using third-party fintech services to access clients’ workplace plans.