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Magnolia Trust: Built From Within to Serve Advisors

by Madeline Voss Contributor
Magnolia Trust Company didn’t start with a pitch deck or a market gap analysis. It started with a phone call—or rather, many of them—from clients of a 45-year-old Atlanta CPA firm who needed a corporate trustee and kept asking the firm’s partners to fill the role.

Featured

Absolute Capital Built a Platform for the One Client Asset Most Advisors Can’t Access

Every advisor wants to grow their practice. Fewer are looking in the right place.

For Many Americans, Fear Of Going Broke In Retirement Outweighs Fear Of Death

(Yahoo! Finance) - Is running out of money a scarier prospect than your own death?If you said yes, you have plenty of company.

MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong

A growing share of U.S. households is incorporating artificial intelligence into financial decision-making, creating both an opportunity and a challenge for registered investment advisors (RIAs).

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Advisor Wellness

How to Create a Health and Wellness Program to Reduce Stress

Almost every company has some type of wellness program, but their effectiveness varies widely.

Advisor Wellness

Negativity Can Have a Huge Impact on How You Lead. Use This 5-Step Process to Change Your Perspective

Here is a five-day plan that can transform your leadership perspective for the future.

Advisor Wellness

Elon Musk’s “Time Blocking” Method: How to Manage Time Effectively Even If Your Schedule Is Hectic

The billionaire founder and CEO of Tesla and SpaceX uses a time management approach that is also utilized by Bill Gates and Cal Newport.

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State of New Hamphire Terminates Ken Fisher

New Hampshire Retirement System terminated Fisher Investments from management of a $239 million active core international equity portfolio.

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Model Portfolios + Strategists

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

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Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

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Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

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Declining Quarterly Results in Ameriprise Advisor Departures

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2024 Data Breach to Cost Fidelity $1.25M

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