Skip to main content

Main navigation

  • News

    Featured Articles

    Magnolia Trust: Built From Within to Serve Advisors
    Absolute Capital Built a Platform for the One Client Asset Most Advisors Can’t Access
    Glamorous LA Heiress Linked To Iranian Royalty At Center Of Toxic $200M Divorce Battle
    Inside Jack Schlossberg's Trust Fund Amid Political Campaign

    Recent

    Powell's Term As Fed Chair Is Ending. Here's Why He Could Stick Around Longer.
    Russian Businessman Ordered To Give £60 Million And Houses To Wife In Mega Divorce Battle At High Court
    Ultra Wealthy Families Top Estate Planning Worries
    For Many Americans, Fear Of Going Broke In Retirement Outweighs Fear Of Death
    MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong

    Popular

    “Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record
    Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says
    Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation
    The 2026 First Quarter Earnings For AllianceBernstein Highlight A Firm In Transition
    The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

    Topics

    Alt Essentials
    ETF Innovators
    The Crypto Advisor
    Direct Indexing Channel
    Model Portfolios + Strategists
    News
    Inflation Survival Advisor
    TAMPs
    The Trust Advisor
    The Retirement Advisor
  • Whitepapers
    ETF Innovators Guide 2025
    Direct Indexing Buyers Guide 2025
    Model Portfolio & SMA Strategists
    2025 America's Most Advisor Friendly Trust Companies
    America's Best TAMPs 2025
    America's Best Trust Technology Buyers Guide 2024
  • Events
  • Subscribe

Mobile Menu

  • The Crypto Advisor
  • The Trust Advisor
  • Direct Indexing Channel
  • Model Portfolios + Strategists
  • News
  • Inflation Survival Advisor
  • Insurance Advisor
  • TAMPs
  • The Retirement Advisor
  • Commentaries

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.

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

(hellomagazine) - Jack Schlossberg, the only grandson of former president John F. Kennedy, has disclosed his finances to the House of Representatives amid his bid to win a seat in Congress in the upcoming election.

Glamorous LA Heiress Linked To Iranian Royalty At Center Of Toxic $200M Divorce Battle

(NewYorkPost) - A Beverly Hills socialite and a UCLA doctor are locked in a vicious $200 million divorce war — with bitter texts, hidden cash claims and clothes hurled from a mansion balcony.

Recent

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.

News

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.

The Trust Advisor

The miseducation of the millennial financial advisor

Sometimes, no matter how good you are at advising, you won’t excel unless you can sell and bring in clients. 

  • More Articles

Popular

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

Companies

The 2026 First Quarter Earnings For AllianceBernstein Highlight A Firm In Transition

Companies

The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

Navigation

  • About
  • Contact
  • Advertise with The Wealth Advisor
  • Privacy Policy
  • Unsubscribe
  • © The Wealth Advisor 2026