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Pontera Raises $60 Million to Help US Workers Retire Better

/PRNewswire/ Pontera, the fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal financial advisors,.

Former Boston Private President Launches PUREfi Wealth

Paul Simons has founded his new RIA on the Dynasty Financial Partners platform.

Dynasty Sets $100B Growth Goal

With $0 debt and nearing $100 billion in platform assets, CEO Shirl Penney said public markets are the right place for Dynasty when the time is right.

Dynasty CEO: IPO still 'on the radar,' $100B by July

Abacus Life partners with Dynasty Financial Partners for new wealth division

The firm will offer clients comprehensive financial planning services.