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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.

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Magnolia Trust: Built From Within to Serve Advisors

Magnolia Trust Company

JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns

(Bloomberg) - Doubts triggered by the Middle East conflict are feeding into US earnings, with some companies refraining from increasing forecasts despite a strong start to the year, according to strategists at JPMorgan Chase &am

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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Warren Buffett’s investing success depends on these two traits: Portfolio manager

Buffett's investing success owes to his possession of two inextricably linked attributes: philosophy and method. 

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Biden plans to unveil a sweeping $1.8 trillion package for families and education in his first joint speech to Congress on Wednesday.

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TD Bank trial in $4.5 bln Stanford Ponzi scheme lawsuit ends

Liquidators of the collapsed Antigua bank of former financier Robert Allen Stanford are seeking $4.5 billion in damages is expected to end Wednesday.

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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

TAMPs

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

Retirement Channel

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

Washington Wire

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

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