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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.

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

(hellomagazine) - Jack Schlossberg, the only grandson of former president John F. Kennedy, has disclosed his finances to the House of Representatives amid his bid to win a seat in Congress in the upcoming election.

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

(NewYorkPost) - A Beverly Hills socialite and a UCLA doctor are locked in a vicious $200 million divorce war — with bitter texts, hidden cash claims and clothes hurled from a mansion balcony.

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Tax Protection

The global tax revolution is coming

One hundred and thirty countries have reached an agreement on implementing a better system of taxation, under the aegis of the OECD.

Portfolio Construction

Actively Managed ETFs in the U.S. Eclipse $250 billion in AUM

Liquidity, costs, transparency, and tax advantages have been catalysts for the broad adoption of ETFs over the past 3 decades.

Portfolio Construction

Deloitte study: 90 percent of institutional investors consider climate change risks before deciding to invest in a company

Climate change risk is an increasingly significant driver in investment models.

Portfolio Construction

Why are mutual funds getting converted into ETFs? Fund co CEO explains

Jim Atkinson discusses the future of mutual fund-to-ETF conversions after his firm, Guinness Atkinson, made the first move into this space.

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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

Washington Wire

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

Companies

The 2026 First Quarter Earnings For AllianceBernstein Highlight A Firm In Transition

Companies

The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

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