The move comes in response to the emergence of fintech applications that use investor’s login credentials to allow their ...

Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to ...

Citing data security concerns, Fidelity has informed advisors that it intends to block their access to customers' ...

The deal is the firm’s first with a DC recordkeeper and comes on the heels of Fidelity warning it would block Pontera’s third ...

The move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.

Fidelity has informed advisors and their clients that it intends to block advisors' ability to access and manage their ...

Fidelity Investments has informed financial advisors who use third-party technology platforms including Pontera that it intends to block their access to customers' employer-sponsored retirement ...

Executives’ workplace retirement plan accounts provide the authority and access hackers need to attack other databases.

Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. In ...

The strategy’s May 2024 portfolio under portfolio manager Nicky Stafford was substantially different from the Fidelity Advisor Mid Cap II portfolio that Dan Sherwood comanaged—suggesting a ...

The company will shut off access to accounts by third parties that use client credentials to log in, the firm said.