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State of the art financial planners and investment professionals. Divergent Wealth is changing the way people engage with advisers and specializes in simplifying complicated things. Interview to learn how.
Progressive Finance is a Draper, UT-based company in the Financial Services sector.
Syracuse Federal Credit Union is a Syracuse, NY-based company in the Financial Services sector.
"American Funds sells mutual funds you could bring home to meet your parents: the funds are always described with words like ""steady,"" ""solid,"" and ""dependable."" In the late 1990s, when the bull market was roaring, steady sounded too much like dull,"
Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.