Pontera Resources
An overview of the latest blog posts, research publications, and events & webinars.
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The retirement confidence crisis
Rising living costs and persistent inflation are the leading concerns for retirement savers across all generations, shaping how they think about long-term financial stability.
401(k) Literacy Survey
Gain new insights about retirement saver behaviors and the impact of professional management on held away accounts.
Event
Orion Ascent
The event brings together financial advisors, investment managers, and industry professionals for three days of valuable content, industry projections and networking. With the theme “Relentless,” this year’s conference will explore fierce commitment and drive that define today’s top advisors, who tirelessly pursue investor success, lead through challenge and change, and passionately deliver excellence in every outcome. Visit us at Booth #808 and attend our breakout session, “From Black Box to Balance Sheet: Retirement Advice Has Shifted” on Thursday, February 26 at 1:00 PM and our panel session “Tech Stack Strategy in an AI-Accelerated World” on Thursday, February 26 at 2:00 PM.
Yasmine Kacha
Director of Strategic Partnerships
Kevin Werner
Strategic Relationship Manager
Event
Future Proof Citywide
Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors, advisors, financial professionals, and firms who treat AI as the new operating model for strategy, investing, and operations. Come visit Pontera at Booth #413!
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