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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

Stablecoins May Drum Up $1.4 Trillion Of Extra Dollar Demand By 2027, JPM Says

The adoption of stablecoins could generate an additional $1.4 trillion in demand for U.S. dollars by 2027.

Companies

Both Jefferies Financial Group And UBS Have Disclosed Exposure To Auto-Parts Supplier that Filed For Bankruptcy

Both Jefferies Financial Group and UBS have disclosed sizable exposures to First Brands Group, an auto-parts supplier that filed for bankruptcy.

FundFocus

Gold Climbs Over $4,000; Silver, Bitcoin Surge As 'Debasement Trade' Flight To Havens Continues

Gold (GC=F) climbed to new records on Wednesday as silver (SI=F) and bitcoin (BTC-USD) continued a run higher.

Companies

Greenspring Merges With Wealthstream Advisors

A newly announced merger between two long-standing independent RIAs highlights an alternative approach to growth.

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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

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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