Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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The Jewish Immigrant Who Founded Goldman Sachs — Then His Family Lost It

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Why a $90 Billion Bank Was Sold for $3 Billion in 48 Hours (Credit Suisse)

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September 2, 11:53 AM
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Who Are the Real Heroes on Wall Street? | The Oxford Club

Who Are the Real Heroes on Wall Street? | The Oxford Club | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Mark Skousen explains why the leaders of publicly traded companies and funds are Wall Street’s real heroes for individual investors.
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September 1, 4:31 PM
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Bank of America vice president killed in Times Square stabbing

Bank of America vice president killed in Times Square stabbing | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
'Upon arrival, officers encountered a 49-year-old female who displayed two large knives and advanced toward them,' the New York Police Department told Global News in a statement.
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August 31, 4:12 PM
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Why Canada's major projects push has the big banks salivating

Why Canada's major projects push has the big banks salivating | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
An easing of capital requirements means the Big Six have $74 billion to lend, but they may be waiting for big ticket projects on the horizon
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August 29, 8:15 AM
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How a 24-Year-Old Built Wall Street’s Wildest AI Fund (Then It Almost Collapsed)

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August 28, 9:30 PM
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Howard Levitt: RBC pays high price for wrongful dismissal of financial adviser

Howard Levitt: RBC pays high price for wrongful dismissal of financial adviser | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Employers too often investigate backwards. They decide that an employee has to go and then assemble a way to justify the decision
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August 25, 1:41 PM
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Will tariffs weigh on Canadian banks?

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August 23, 3:24 PM
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How Investment Banks Actually Make Money

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August 23, 1:37 PM
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Read this before you break up with your Big Six bank

Read this before you break up with your Big Six bank | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Clinton Begin was growing tired of frequent visits to bank branches and calling
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August 23, 12:45 AM
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$207 Billion Left the Banking System in a Month. Nobody Flinched

$207 Billion Left the Banking System in a Month. Nobody Flinched | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The federal government closed the day on August 19 with $936.4 billion sitting in its checking account at the Federal Reserve, up from a weekly average of roughly $756 billion a month earlier. Over that same month, the cash commercial banks keep on deposit at the Fed fell by $207.4 billion.
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August 22, 4:13 AM
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Investors betting Canadian banks will continue to book robust profits

Investors betting Canadian banks will continue to book robust profits | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Analysts expect lenders could report 15-per-cent earnings growth in third quarter
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August 22, 3:59 AM
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Warren Buffett's Berkshire makes $1.6 billion move on major bank

Warren Buffett's Berkshire makes $1.6 billion move on major bank | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Berkshire Hathaway reduced its position in the banking giant in its latest 13F regulatory filing.
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August 21, 1:10 PM
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The Robots Aren't Winning, But the Financial Advisers Who Embrace Them Can

The Robots Aren't Winning, But the Financial Advisers Who Embrace Them Can | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Financial advisers shouldn't fear being replaced by AI. Instead, embrace the role of a trusted guide who helps clients apply information they get from AI tools.
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August 20, 10:11 PM
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Cathie Wood's Firm Launches New ETF; Buys Broadcom, Rocket Lab, Cloudflare

Cathie Wood's Firm Launches New ETF; Buys Broadcom, Rocket Lab, Cloudflare | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.
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August 20, 10:06 PM
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Wealthsimple Launches Index Options Trading and Cash Deposits for Business

Wealthsimple Launches Index Options Trading and Cash Deposits for Business | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Toronto-based fintech Wealthsimple has pushed out two new features this week, one for traders and one for small business owners. The first is index options trading, now live on the brokerage side.
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August 20, 9:52 PM
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A $19 billion portfolio manager sees a 'lost decade' for the S&P 500. Here's where he thinks investors should keep money instead.

A $19 billion portfolio manager sees a 'lost decade' for the S&P 500. Here's where he thinks investors should keep money instead. | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Updated Aug 20, 2026, 8:50 PM GMT The days of socking of your money into the S&P 500 and forgetting about it might be in the rearview mirror. That's according to Richard Bernstein, a longtime strategist and the global head of macro investing and custom strategies at Janus Henderson Investors. Speaking to Business Insider this week, the portfolio manager said he's concerned about a possible "lost decade" for the market's most popular investments — particularly for tech-heavy, growth stocks. He
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August 20, 9:51 PM
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Canada's big banks set to report strong results again, but questions about valuation remain

Canada's big banks set to report strong results again, but questions about valuation remain | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Analysts have been cautious on bank valuations for a while even though their stocks have continued to rise
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August 20, 9:50 PM
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Layoffs at JPMorgan Hit Highest Level Since 2015

Layoffs at JPMorgan Hit Highest Level Since 2015 | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The country’s largest bank filed six layoff notices between February and July, impacting nearly 800 employees in Texas, New Jersey, and California.
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August 20, 11:04 AM
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The best private equity and alternative asset advisers in 2026

The best private equity and alternative asset advisers in 2026 | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK
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August 19, 9:15 PM
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The Man Who Stole $65 Billion and Made Everyone Thank Him

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August 18, 8:14 PM
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$5.5 Trillion Bet: Why Every Major Bank Is Racing To Put Wall Street On The Blockchain

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August 18, 9:33 AM
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Banks, Private Credit, and the Future of Risk | Global Conference 2026

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August 17, 6:27 PM
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How I’m Talking to Clients About Financial Caregiving for Aging Parents

How I’m Talking to Clients About Financial Caregiving for Aging Parents | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Financial caregiving often starts gradually, so families may be taking on the role before they realize it. Getting organized before a crisis can make it easier to manage changing financial, housing, and care needs.
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August 17, 6:22 PM
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Cathie Wood sells $11.6 million of surging tech stock

Cathie Wood sells $11.6 million of surging tech stock | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Here are Cathie Wood’s latest moves.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.