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Thursday, August 20, 2026The Morning Brief →Sign in
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Lisa M. Gomez

In PWD coverage since August 20, 2026 · 2 stories
PWD coverage
RIA

Pontera lets advisors recommend 401(k) trades without executing them

A guided workflow has clients execute the recommended trades themselves, giving advisors a way to serve 401(k) money that never shows up on a custodian statement.
advisers · Aug 20Pontera adds a non-discretionary route into held-away 401(k)s
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