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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

JPM Announces Bitcoin Fund

News of the fund comes just days after rival bank Morgan Stanley confirmed that it was offering Bitcoin investment opportunities to wealthy clients.

RIA Knowledgebase

Pershing Splits Custody To Better Focus On RIAs

Pershing, which has some $2 trillion in assets, will now operate as two segments: Wealth Solutions and Institutional Solutions.

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Musk, Bezos collide after SpaceX wins moon landing contract

Blue Origin, the space rocket company backed by Bezos, is formally challenging the $2.9 billion moon lander contract awarded by NASA to Musk’s SpaceX.

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UBS Joins Morgan Stanley With Surprise $861 Million Archegos Hit

UBS Group AG disclosed an $861 million hit from the implosion of Archegos Capital Management and vowed to improve risk management.

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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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