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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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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.

FundFocus

Meme Stock Resurgence Prompts Return Of Central Meme Investment Fund

A resurgence of meme stock interest has prompted the return of a one-stop fund for the volatile and quirky investments.

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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

Declining Quarterly Results in Ameriprise Advisor Departures

Companies

2024 Data Breach to Cost Fidelity $1.25M

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