Pontera: The Future of Financial Technology and Compliance

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.