March 3, 2000
The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.
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JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns
(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: Built From Within to Serve Advisors
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.