Estate planning technology firm Vanilla is looking to shake up the wealth landscape with a new planning visualization tool. The platform’s latest offering, Vanilla Scenarios, seeks to modernize how ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

As we all navigate these confusing times, there’s a lot of talk about scenario planning. However, much of what’s said misses the core point of the practice. Let’s explore what scenario planning really ...

For the past 18 months, we have all been living a once-in-a-generation moment. It has taught us that we have the resilience and skills to reimagine our current structures and policies on the fly; ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

What Directors Think Report Exposes Growing Divide Between Risk Complexity and Board Preparedness According to Diligent and Corporate Board Member Directors are fundamentally transforming their ...