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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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Crypto4Advisors

Tesla Sold Bitcoin in Q1 for Proceeds of $272M

The sale trimmed Tesla’s position by 10%, Tesla CFO Zach Kirkhorn said on an earnings call Monday.

Crypto4Advisors

Major Developer Starts Taking Bitcoin for Rent: Will Other Landlords Follow?

Is accepting a nonstandard currency called cryptocurrency - namely Bitcoin - taking flexible payment options a bit too far?

Crypto4Advisors

This Financial Advisor Thinks Bitcoin Could Be Headed for Mass Adoption

Bitcoin could eventually become a popular payment mechanism, but it won't get there overnight, according to this expert.

Crypto4Advisors

Why Are Athletes Demanding To Be Paid In Bitcoin?

What's factoring into the growing trend among professional athletes and sports teams to use bitcoin as a means of exchange?

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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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JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns

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