Pontera: The Future of Financial Technology and Compliance
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Pontera: The Future of Financial Technology and Compliance
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About this listen
In this episode, Scott P. Gill interviews Ben White, Senior Director of Public Policy at Pontera, about the role of third-party platforms in financial services, regulatory scrutiny, and the importance of data aggregation for investment advisors.
Together they discuss the implications of Texas guidance on data aggregation, the principles-based compliance approach, and the future of Pontera in providing holistic financial planning solutions for clients.
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