Rocco Aloe

Vanilla Extends Estate Planning to Carson Group's Network of 600+ Advisors Vanilla Continues National Expansion, Adding Carson Group to a Growing Roster of Leading Advisory Firms BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla is expanding its footprint across the independent advisory landscape, announcing today a partnership with Carson Group that brings its estate planning platform to more than 600 advisors.

Prairie View Wealth Partners Launches in Sioux Falls, South Dakota, Founded by Veteran Wealth and Tax Professionals Key Leaders of $10 Billion+ Wealth Organization Depart to Craft a “Dream Home” to Serve Clients SIOUX FALLS, S.D.--(BUSINESS WIRE)--Prairie View Wealth Partners (“Prairie View”), a new independent registered investment advisor (RIA) firm, today announced its official launch.

Cetera Chooses Vanilla, Further Enhancing Estate Planning Services for Approximately 12,000 Advisors Through the partnership, Vanilla’s modern estate planning platform offers streamlined workflows, deeper client conversations, and planning confidence to Cetera advisors BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the trusted and modern estate planning platform for financial advisors, today announced a partnership with Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub,...