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Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s

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Nov 14, 2024, 6:03 AM PST

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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™, the fintech company helping retirement savers receive professional 401(k) account management…