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Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s
- Source :
- PR Newswire. November 14, 2024
- Publication Year :
- 2024
-
Abstract
- Top 10 U.S. broker-dealer will leverage Pontera's secure platform to manage workplace retirement accounts and help clients optimize their returns NEW YORK, Nov. 14, 2024 /PRNewswire/ -- Pontera(TM), the fintech [...]
Details
- Language :
- English
- Database :
- Gale General OneFile
- Journal :
- PR Newswire
- Publication Type :
- News
- Accession number :
- edsgcl.815963357