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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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The Trust Advisor

Increasing reliance on inheritance set to widen wealth gap

Younger generations will rely on inheritances as overall wealth is likely to be determined by their parent’s assets rather than their own earnings.

The Trust Advisor

RIP: The Uncanny Business of Dead Celebrity Endorsements on Social Media

Thanks to social media and inherited 'intellectual property rights,' stars of the past enjoy digital immortality.

The Trust Advisor

Estate Planning Advisory: For The 99.5% Act

Bernie Sanders and Sheldon Whitehouse introduced the For the 99.5% Act (the "Act"), which proposes major changes to the U.S. transfer tax regime.

Tax Protection

Class warfare? Biden prepares tax hikes on high-income Americans

The president's new set of proposals is likely to be much more contentious than the battle over corporate taxes — among lawmakers at least.

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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

The Trust Advisor

Russian Businessman Ordered To Give £60 Million And Houses To Wife In Mega Divorce Battle At High Court

The Trust Advisor

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

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