Steve Lockshin News Today

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and foundational estate planning strategies,.

Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using...

Fewer of us are writing wills, a new survey says, a finding that suggests Americans are worrying less about mortality as the pandemic fades.

AdvicePeriod and Vanilla's Steve Locksin offers his perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow.

The July 2023 issue of the latest in financial #AdvisorTech kicks off with Pershing's launch of its 'Wove' advisor tech platform.

Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.

Opto Investments' new advisory council is composed of several well-known figures in the industry.

This represents Choreo's first M&A deal since becoming a standalone company earlier this year.

Estate planning tech startup Trustate thinks they have the answer.

Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business.