2min chapter

Animal Spirits Podcast cover image

Talk Your Book: How Advisors Can Manage 401k Accounts

Animal Spirits Podcast

CHAPTER

Pontera - The Biggest Thing in the Business?

Dave goldman is the chief business officer at ponterra, formerly known as fx. Pontera enables advisers to manage and trade their clients held away accounts. Accounts can't be moved until an employe actually leaves their job or retires. For people that are not familiar with pontera, who are you?

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