Inside WealthTech - Pontera
In this edition of Envestnet Inside WealthTech, the team sits down with Yadmin Kasha, director of strategic partnerships at Pontera, to discuss the evolving relationship between retirement savers and financial advisors.
In this edition of Envestnet Inside WealthTech, the team sits down with Yadmin Kasha, director of strategic partnerships at Pontera, to discuss the evolving relationship between retirement savers and financial advisors.