Commonwealth Financial Network Integrates with Pontera

As of December 31, 2022, a total of $37.8 trillion was held in U.S. retirement plans and accounts, of which $26.3 trillion (70%) was in employer-sponsored accounts. These accounts, including 401(k)s, 403(b)s and 457s, were once part of the last frontier of assets that advisors could not reach since the SEC decided that regulatory AUM […]