Inside WealthTech - Pontera

Yadmin Kasha, director of strategic partnerships at Pontera, discusses the evolving relationship between retirement savers and financial advisors. She emphasizes that the responsibility for retirement funding now lies with the investors, and technology plays a crucial role in delivering advice on held away assets. Pontera empowers advisors to manage portfolios more effectively, overcoming historical barriers that kept them from accessing these accounts. Despite facing resistance in the wealth and retirement industry, Yadmin highlights the importance of educating stakeholders to foster confidence in innovative solutions. He concludes by acknowledging the audience's participation and sharing insights on the role of technology in client acquisition.