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Mariner and Vanilla Strike Estate Planning Deal
Vanilla says it is expanding its partnership with Mariner, an RIA that works with about $560 billion in client assets. The arrangement gives all of Mariner’s 700-plus advisors access to Vanilla’s estate planning platform.
“Since the partnership began, Mariner has seen a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning,” according to the platform provider.
“Vanilla’s technology is yet another tool in our arsenal as we look to grow our practice to more than 5,000 advisors by 2027,” Mariner CEO Marty Bicknell said in a statement. “The ability to offer estate planning services in a simple and understandable way allows us to grow our partnerships with our clients and deliver more value throughout the wealth advisory journey.”
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Read more: Mariner and Vanilla Strike Estate Planning Deal
Janet Levaux
Published: Apr 18, 2025
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