Articles tagged "retirement planning"
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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
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.
September 4, 2024 at 2:54 PM
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