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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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Commentaries

When Records Are A Mask For Fear

Look past the sunshine and lollipops, and you’ll find a growing sense of defensiveness. Investors are taking risk off the table as gains get grudging.

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Goldman Sees Two Walls Of Worry For Wall Street To Climb

Taxes and interest rate dread will remain a drag on the market until the year ends . . . one way or another. After that, a real rally can begin.

Commentaries

Is Housing Due Another Crash? Shiller Says "Not Yet"

Robert Shiller predicted a modest correction ahead. But he also stated that the market is dealing with “aspects of a bubble" that will expand further.

Commentaries

Rich Dad Joins Peter Schiff In Preaching Crash Ahead

Unlike Dr Doom, Kiyosaki insists that bitcoin is one of the few safe havens against the coming catastrophe that both keep forecasting on the horizon.

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“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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Declining Quarterly Results in Ameriprise Advisor Departures

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