Zortix matched this thesis to Technology ETFs as one way for retail investors to get exposure. Not a recommendation.
Vanilla's estate planning software disrupts high-net-worth advice
The case made for Vanilla was that its automated estate planning software dramatically improves the advisor experience and adds significant value in the high-net-worth segment.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.