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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

El-Erian: Goldilocks World Is Inherently Unstable

Inflation may not be transitory at all, the noted consensus-oriented market guru warns. Instead, capital structures are evolving to defy old norms.

Tax Protection

Debt-Free College; Remote Work Tax Battle

Independence Day is a great time for barbecues and fireworks, but it’s also a good time to reflect on money matters.

Tax Protection

130 countries back deal on global minimum tax for companies

Some 130 countries have agreed on a global minimum tax backed by U.S. President Joe Biden.

Tax Protection

Trump Organization, CFO are charged in 'sweeping' 15-year tax fraud

Trump's namesake company and longtime financial chief pleaded not guilty to what a New York prosecutor called a "sweeping and audacious" tax fraud.

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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

Glamorous LA Heiress Linked To Iranian Royalty At Center Of Toxic $200M Divorce Battle

The Trust Advisor

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

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