Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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Why JPMorgan Dominates Wall Street

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December 26, 11:02 PM
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How Charles Schwab Is 'Crushing It' With Young Investors | At Barron's

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December 26, 11:01 PM
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Why Charles Schwab CEO Is Worried About Young Investors | WSJ

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December 24, 12:45 PM
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Impersonation scams threaten advisors and their clients

Impersonation scams threaten advisors and their clients | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
High-profile firms and their clients were targeted in 2025
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December 23, 9:43 PM
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Top Software Engineering Students Can't Get a Job Because of AI

Top Software Engineering Students Can't Get a Job Because of AI | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
New anecdotes suggest software engineering students at elite universities are struggling to find jobs, though explanations vary.
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December 23, 9:41 PM
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Private Credit Crisis Adds $2 Billion In Losses Overnight

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December 23, 9:13 PM
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How Switzerland Became INSANELY Rich (With No Resources)

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December 23, 8:22 PM
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RBC & TD Bank Downgraded As Consumer Is F*CKED! Economy Collapsing!

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December 23, 10:29 AM
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Taylor Wessing UK merges with US law giant – here’s what it means

Taylor Wessing UK merges with US law giant – here’s what it means | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Taylor Wessing UK merges with US law giant – here’s what it means Winston Taylor will offer one point of contact for complex UK-US business and personal wealth matters
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December 23, 10:25 AM
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SEC sanctions Canadian over pump-and-dumps

SEC sanctions Canadian over pump-and-dumps | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Accountant allegedly found assets used to lure investors to schemes
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December 23, 10:23 AM
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Dramatic increase in Fintrac fines coming, but their effectiveness is less clear

Dramatic increase in Fintrac fines coming, but their effectiveness is less clear | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The increase is part of an effort to beef up anti-money laundering measures
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December 23, 10:21 AM
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2025 — a year to remember

2025 — a year to remember | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war
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December 23, 10:20 AM
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Opinion: Investor protection is the OSC's best competitiveness strategy

Opinion: Investor protection is the OSC's best competitiveness strategy | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Investor protection enables capital formation
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December 21, 3:34 PM
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Blackrock's Predictions For 2026

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December 21, 9:34 AM
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The Banking System Explained in 14 Minutes

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December 20, 11:25 PM
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Michael Burry Just Went All In On A New Big Short

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December 20, 7:58 PM
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Hidden in plain sight: The Habsburg 137-carat Florentine Diamond that proves Canada’s banks are built on trust

Hidden in plain sight: The Habsburg 137-carat Florentine Diamond that proves Canada’s banks are built on trust | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
A jewel hidden in one of Canada's bank vaults
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December 20, 7:52 PM
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Wealthsimple bets on a new generation of confident Canadian investors

Wealthsimple bets on a new generation of confident Canadian investors | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Wealthsimple's newest tools are aimed at giving retail investors access to strategies once reserved for institutions
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December 20, 1:20 AM
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Toronto condo downturn not a 'material threat' to financial system: Canada's banking regulator

Toronto condo downturn not a 'material threat' to financial system: Canada's banking regulator | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Peter Routledge, the Superintendent of Financial Institutions, conveyed he isn't too concerned about the impact of the condo crisis on the Big Six banks.
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December 19, 8:38 PM
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Chinese Banks Collapse One by One! 9,000 Branches Close, 100 Million Credit Cards Vanish This Year

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December 19, 1:50 PM
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Why BlackRock, JP Morgan, Goldman Moved $1.4 trillion to China During Trump's Trade War

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December 18, 2:54 PM
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Inside the High Net Worth Brand at Edward Jones Investments | Video

Inside the High Net Worth Brand at Edward Jones Investments | Video | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Penny Pennington, managing partner of Edward Jones Investments, tells Barron’s Andy Serwer about the “experience” of being a high net worth client and her thoughts on alternatives.
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December 18, 12:08 PM
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Value vs. Vision — Buffett & Wood’s Portfolio Split, Q3 2025

Value vs. Vision — Buffett & Wood’s Portfolio Split, Q3 2025 | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
This chart captures the strategic divergence between Warren Buffett’s traditional value approach and Cathie Wood’s disruptive growth thesis. Buffett leans hea…
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December 15, 7:51 PM
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Why private investment firms of the ultra rich love WhatsApp

Why private investment firms of the ultra rich love WhatsApp | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The rich — they're just like us. Family offices rely on WhatsApp for everything from deal sourcing to selling collectibles.
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December 15, 2:12 AM
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Goldman Sachs makes big bet on ETFs focusing on downside protection

Goldman Sachs makes big bet on ETFs focusing on downside protection | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Goldman Sachs Asset Management is making a big bet on defined outcome exchange-traded funds — which use options to help protect against market losses.
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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.