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March 17, 2022

SageView partners with Pontera to help advisers manage held-away accounts

Pontera is partnering with SageView Advisory Group, an RIA with $175 billion in assets, to help the firm’s advisers manage clients’ held-away retirement accounts. Pontera’s service lets advisers allocate assets in client accounts that they don’t custody, like 401(k)s and health savings accounts, without getting into trouble with regulators.

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