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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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The Trust Advisor

Elon Musk Pleads "Illiquidity" In Cave Diver Defamation Suit

Much of his wealth is from his stake in rocket company Space Exploration Technologies Corp., and he has said he has no plans to sell any shares.

The Trust Advisor

How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech

These FinTechs offer easy onboarding processes, low minimum investment requirements, lower fees, and user-friendly interfaces.

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Billionaire loses another $500M over sex talk at conference

Ken Fisher just lost another big client due to his controversial comments likening money management to approaching a woman in a bar to have sex.

The Trust Advisor

6 ways to use a trust in estate planning

The increased focus on trusts by the SA Revenue Service raises the question of whether trusts should still be used in estate planning or not.

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Model Portfolios + Strategists

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

News

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

Washington Wire

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

The Trust Advisor

Russian Businessman Ordered To Give £60 Million And Houses To Wife In Mega Divorce Battle At High Court

The Trust Advisor

Ultra Wealthy Families Top Estate Planning Worries

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