NOT FOR REPRINT
Pontera Expands Platform to Support Non-Discretionary Retirement Advice
By
Rob Burgess
News September 03, 2026 at 01:59 PM
Share & Print
What You Need To Know
- The expansion will enable Pontera’s retirement planning platform to support multiple advice models.
- The firm has spent the past two years in public friction with Schwab and Fidelity over how it accesses held-away accounts.
- Zach Pardes, a Pontera vice president, said the non-discretionary offering was not developed in response to any individual recordkeeper.
NOT FOR REPRINT
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More InformationRecently Added Q&As
Recently Updated Q&As
What is the temporary "senior deduction" deduction for taxpayers age 65 and over?
Get Answer
Recently Updated Q&As
What is the temporary deduction for auto loan interest?
Get Answer
Recently Updated Q&As
What is the temporary deduction for overtime income?
Get Answer
Recently Updated Q&As
What is the temporary deduction for tip income?
Get Answer
Recently Updated Q&As
What is a high deductible health plan for purposes of an HSA?
Get Answer
Recently Updated Q&As
Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Get Answer
Recently Updated Q&As
What is the CARES Act employee retention tax credit that was available during 2020 and 2021?
Get Answer
Recently Updated Q&As
Who must file a return?
Get Answer