The Battle Over 401(k)s: Freedom vs. Captivity
In this open letter Pontera CEO Yoav Zurel responds to a recent New York Times article titled Fintech Start-Ups and Investment Firms Are Battling Over Your 401(k) that describes Fidelity’s attempts to limit Registered Investment Advisors ability to manage their client’s 401(k) accounts. Sagent Wealth Management uses Pontera’s Fin-Tech platform and supports Mr. Zurel’s position.
