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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.

Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

Nine weeks into the Iran war, the global economy continues to lose record volumes of oil supply — yet prices have remained relatively contained and well below all-time highs.

Declining Quarterly Results in Ameriprise Advisor Departures

Ameriprise Financial’s latest quarterly results underscore the ongoing tension between organic growth strategies and industry-wide competitive pressures, particularly around advisor retention and recruiting.

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The Impact Of The Jobs Report On The Fed And Markets

The June jobs report was solid enough at 850,000 new jobs to keep robust U.S. economic growth estimates intact.

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Are We In A Venture Capital Bubble?

While veteran investors spent 2019 warning of an impending “winter”, COVID was anything but a cooling mechanism on capital markets.

Advisor Technology

Schwab's $200M Robo Fine Reserve Reveals Big Disclosure Hole

New questions are being raised about historic disclosures after Schwab said that it set aside $200 million in the second quarter against an SEC probe.

TAMPs

Brinker Capital Investments: Inflation Expectations Aren't Extreme

if another important but much less followed inflation indicator is right, then Chairman Powell and his colleagues at the Federal Reserve are correct.

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

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SEI: Leading in an Age of Abundant Intelligence

Companies

2024 Data Breach to Cost Fidelity $1.25M

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Analyst Alleges Wrongful Termination by FINRA Due to Emergency Medical Leave

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