Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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What Crypto Must Do to Activate the Wealth Advisory Segment

What Crypto Must Do to Activate the Wealth Advisory Segment | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Though it may seem contrary to the industry’s Do Your Own Research ethos that is particularly beloved by purists, successfully unlocking crypto access for high net worth investors and their advisors will propel the industry forward, says Binance’s Catherine Chen.
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Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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More Than Roads and Bridges: Investing in What Keeps the U.S. Running

More Than Roads and Bridges: Investing in What Keeps the U.S. Running | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
We provide comprehensive advice to affluent families, foundations, and institutions across Canada.
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Sun Life posts $1.1 billion Q1 net income

Sun Life posts $1.1 billion Q1 net income | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Underlying net income in Canada was $376 million
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May 8, 8:45 PM
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Bail-In Risk Rises as Shadow Banks Hit 49% of Global Assets

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Apple executive says AI will replace search engines

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NEW Report Shows Global Banks Are Dangerously Overexposed to Risk

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Why Rich People Never Use These Banks

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The SECRET to Building a Business That Runs Without You

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Swiss bank in US$500-million deal with DoJ

Swiss bank in US$500-million deal with DoJ | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Credit Suisse pleads guilty in connection with offshore tax evasion
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DBRS downgrades TD on governance issues, tariffs

DBRS downgrades TD on governance issues, tariffs | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Bank's profits to come under pressure from U.S. restructuring, slowdown
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May 6, 3:42 PM
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Challenge to BCSC investigation revived on appeal

Challenge to BCSC investigation revived on appeal | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Ex-rep should be allowed to pursue claim of "bad faith" against regulator
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Paul Tudor Jones says stock market will hit new lows even if Trump cuts China tariffs to 50%

Paul Tudor Jones says stock market will hit new lows even if Trump cuts China tariffs to 50% | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The widely followed investor believes stocks haven't found a bottom as macroeconomic conditions continue to deteriorate.
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May 5, 11:35 PM
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U.S Orders Banking Giants To Cut China Ties—Beijing Hits Back With $1.7 Trillion Treasury Dump!

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“Most Small Bitcoin Investors Have NO CLUE What’s Coming” – Cathie Wood

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10 Of The Largest And Most Infamous Ponzi Schemes in History

10 Of The Largest And Most Infamous Ponzi Schemes in History | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
For many people, the term "Ponzi Scheme" is synonymous with Bernie Madoff. But the nefarious practice of fraudulent investing has actually been around for nearly a century. Here are the 10 biggest Ponzi Schemes of al
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Opinion: Canada’s capital markets need digital transformation, not deregulation

Opinion: Canada’s capital markets need digital transformation, not deregulation | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Canada deserves a world-class financial ecosystem rooted in efficiency, fairness and transparency through digital innovation
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Japan's brokerage hacks highlight risks: Moody's

Japan's brokerage hacks highlight risks: Moody's | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Surge in account breaches prompt dealers to tighten account security
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Despite market volatility, investors poured money into equity ETFs in April: report

Despite market volatility, investors poured money into equity ETFs in April: report | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Also, the highest single-day and weekly trading volumes in Canadian ETF history were recorded in the month
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Advocis files $185K counterclaim against Net-Patrol

Advocis files $185K counterclaim against Net-Patrol | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Cybersecurity firm alleges Advocis breached contract as a strategy to reduce financial obligations
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CALU to keep Advocis membership requirement

CALU to keep Advocis membership requirement | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
A member vote didn't meet the two-thirds threshold needed to drop dual membership
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May 5, 1:29 PM
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A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets

A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Kim Hyland: Good morning, Rob. Rob Almeida: Good morning. Kim Hyland: So we are in a period of uncertainty right now, and the markets do not like uncertainty. We have a little bit of a storm caused by changes in tariffs, taxes, deregulation, immigration, and last but not least, the transition that...
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The Biggest Money Laundering Empire in History

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Rich Dad Fraud Dad

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Cathie Wood makes big $23 million bet on battered consumer stock

Cathie Wood makes big $23 million bet on battered consumer stock | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Cathie Wood’s flagship Ark Innovation ETF is down 10% year-to-date.
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Model Portfolios Simplify Wealth Managers’ Messaging with Clients | Institutional Investor

Model Portfolios Simplify Wealth Managers’ Messaging with Clients | Institutional Investor | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
As investor appetites for more complex asset classes increase and model portfolios evolve to offer more personalized solutions, clear messaging stands as a pivotal element for asset managers aiming to integrate effectively into advisors’ practices. This integration hinges not only on strategic collaboration but also on conveying ideas and solutions that resonate deeply with advisors and their clients.Open Architecture for Flexibility
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Huge Wall St Firm Predicts US CRISIS By June

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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.