Brooke Southall

Keith Girard

Steve Chen sunsets 'NewRetirement,' launches a new brand and is set to take financial planning to vast masses, starting with RIA and enterprise C-suite chats

NewRetirement.com

retirement planning

Steve Chen

Boldin

<p>The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.</p>

<p>The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.</p>

Technology

The founder of [now] 'Boldin' got to $70 billion and 30,000 customers as a 'consumer' app but the hard pivot to -- foremost -- an enterprise platform is set to go full tilt and '10X' comes into focus.

Steve Chen sunsets 'NewRetirement,' launches a new brand and is set to take financial planning to vast masses, starting with RIA and enterprise C-suite chats

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Steve Chen sunsets 'NewRetirement,' launches a new brand and is set to take financial planning to vast masses, starting with RIA and enterprise C-suite chats

RIABiz Directory

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