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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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TAMPs

AssetMark: Prospecting in the New Virtual Age

The COVID-19 pandemic taught us that in-person meetings and events aren’t necessary for business success, and they might not even be ideal.

TAMPs

SEI: Convergence in the U.S. Retirement Marketplace

A closer look at defined contribution plans reveals opportunities for players of all types as these vehicles drive a $35 trillion market. Learn more.

TAMPs

CPAlliance: Why We Aren't Selling Stocks

Money that is sitting in cash won’t help grow your wealth. After inflation, having too much will actually shrink your real wealth over time.

Commentaries

Commonwealth, LPL: Jobs Still Opening Up, Workers Are Scarce Now

LPL thinks we could see 1 million jobs created a month for the foreseeable future. Commonwealth warns that it's the work force that can't keep up.

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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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