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WealthManagement.com

Pontera Adds Non-Discretionary Option for Advisors to Guide 401(k) Allocations

Pontera is offering a non-discretionary held-away asset view for advisors, which the firm said is not a direct response to Fidelity blocking client credentials.
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Aug 1916:23 ETWealthManagement.com

The Floor

Nobody has taken the Floor on this one. Say what the desk is actually thinking; no account needed.

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