Pontera and Independent Advisor Alliance Partner to Help its Financial Advisors Optimize Client Wealth for More Secure Retirements
More than 235 advisors in 27 states can now manage clients’ 401(k) accounts to provide comprehensive investment guidance NEW YORK and CHARLOTTE, N.C. – Dec. 10, 2024 – PonteraTM, the fintech company enabling retirement savers to receive personalized 401(k) management from their financial advisor, has formed a partnership with Independent Advisor Alliance (IAA). This collaboration […]