Wealth and Asset Management
Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s
Pontera has announced a partnership with Oppenheimer & Co., Inc., a premier U.S. wealth management and investment banking firm. Oppenheimer, a unit of Oppenheimer Holdings , was founded in 1881 and today is one of the largest U.S. broker-dealers with 928 financial advisors and $129.8 billion in assets under administration…
Continue Reading
Subscribe to unlock the full article and access premium financial content.