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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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FundFocus

The Flip Side Of Gold's Massive Year

Nothing has displaced the US dollar as the world's favored reserve currency. But gold (GC=F) investors are giving it a shot.

FundFocus

'Very Speculative, Very Frothy, Very Greedy': Wall Street Says Stock Market's Rise To Records Poses Risks

Stocks are sitting at record highs, but some Wall Street strategists say that very optimism could be a warning sign.

Companies

Big Banks Are Walking A Political Tightrope In Trump's Washington

The country’s largest banks are navigating a delicate balancing act in President Trump's Washington.

Direct Indexing Channel

Customization Without the Chaos: Russell Investments’ Approach to Custom Model Strategies

Discover how Russell Investments bridges the gap between standardization and personalization through custom model strategies. Built around the advisor’s existing investment philosophy—not theirs—the firm delivers institutional-grade portfolio construction, rebalancing, and due diligence while preserving advisor autonomy. The goal is operational efficiency without sacrificing client customization, enabling advisors to focus on growth and relationships rather than infrastructure.

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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

Practice Management

Analyst Alleges Wrongful Termination by FINRA Due to Emergency Medical Leave

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