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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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Survivorship Policies: What You Should Know Before Using One As An Investment

Many reasons exist for why an investor might sell an investment, but there is only one reason a person invests, and that's to make money.

The Trust Advisor

What Happens To Your Mortgage Debt When You Die?

Understanding what happens to your debt when you die is an important part of estate planning.

The Trust Advisor

Prince Philip inheritance: Who will inherit what from the Duke of Edinburgh?

Prince Philip, the Queen's husband for 73 years, was laid to rest in a scaled-back ceremony in Windsor. So who will inherit what from the Duke?

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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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Declining Quarterly Results in Ameriprise Advisor Departures

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2024 Data Breach to Cost Fidelity $1.25M

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