Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s
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Pontera has partnered with Oppenheimer & Co., Inc. to enhance wealth management services by incorporating clients' 401(k) accounts. This collaboration aims to optimize returns for clients using Pontera's secure platform.
November 14, 2024 | 2:15 pm
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Oppenheimer & Co., Inc. partners with Pontera to integrate 401(k) management into its wealth management services, potentially enhancing client offerings and optimizing returns.
The partnership with Pontera allows Oppenheimer to offer enhanced services by managing clients' 401(k) accounts, which could attract more clients and improve client satisfaction, potentially leading to positive short-term impacts on Oppenheimer's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80