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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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Companies

Berkshire Hathaway Mystery Stock Unveiled

Warren Buffett has unveiled the mystery stock in Berkshire Hathaway's portfolio: Chubb.

Companies

'Banks Continue to Become Increasingly Less Relevant'

‘Banks continue to become increasingly less relevant’: the professor who sees a $2 trillion hole in the economy predicts a thinning of the herd.

Companies

With a BlackRock CEO, $9 Trillion Vanguard Braces for Turbulence

A half-century after John “Jack” Bogle founded Vanguard Group, the fund giant is doing what once would’ve been unthinkable: hiring an outsider as CEO.

Washington Wire

Biden's Big Inflation Problem: Prices Are Now Up Nearly 20% Since He Took Office

Prices as measured by the seasonally adjusted Consumer Price Index (CPI) are now up over 19.4% in the three-plus years since Biden took office.

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Popular

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

Companies

Declining Quarterly Results in Ameriprise Advisor Departures

Companies

2024 Data Breach to Cost Fidelity $1.25M

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