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Pontera CEO Heats Up Year-Long Battle Over Fidelity Ban on Credential Sharing
RIABiz 
[Opinion] Oct. 14, 2025 "Pontera CEO Yoav Zurel ratcheted up his year-long battle with Fidelity Investiments, scolding the No. 1 401(k) recordkeeper in an 'open letter' for refusing to allow third-party credential sharing.... Pontera's business model depends on password sharing to link RIAs and their Fidelity 401(k) clients through a 'holistic portfolio' on its platform. " MORE >> |
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