person

Yoav Zurel

In PWD coverage since August 20, 2026 · 3 stories

PWD coverage

advisers

Pontera adds a non-discretionary route into held-away 401(k)s

A second workflow lets advisers recommend changes inside employer-sponsored accounts; clients do the executing.

RIA · Aug 20Pontera lets advisors recommend 401(k) trades without executing them

The Close · Aug 20Pontera adds non-discretionary 401(k) guidance tool after Fidelity credential fight

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.