Pontera Adds Non-Discretionary Option for Advisors to Guide 401(k) Allocations
AI SummaryAI-generated — verify against the source.Pontera has introduced a non-discretionary option for advisors to guide 401(k) allocations, allowing for held-away asset management without requiring full discretionary authority. This update provides advisors with more flexibility in managing client retirement accounts while navigating the complexities of third-party data aggregation and credential blocking.
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