Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
(Bloomberg) - Doubts triggered by the Middle East conflict are feeding into US earnings, with some companies refraining from increasing forecasts despite a strong start to the ye
Magnolia Trust Company didn’t set out to build a traditional trust company. The firm grew from a CPA practice’s need to serve clients without taking on trustee liability—and evolved into a service provider advisors are actively seeking out. With shared ownership, no asset management, and a focus on collaboration, Magnolia Trust offers a different model. CEO Todd McMullen explains how structure, culture, and patience shape his firm’s approach to advisor relationships.