Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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January 2, 9:50 PM
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HOLY SH*T: European Banking Data Confirms a Systemic Problem

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January 2, 8:20 AM
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Iran appoints new central bank governor after mass protests as currency hits record low

Iran appoints new central bank governor after mass protests as currency hits record low | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Abdolnasser Hemmati, a former economics minister, is the new central bank governor
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January 2, 8:17 AM
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2025 — another banner year for private wealth

2025 — another banner year for private wealth | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Private wealth firms continued their winning ways this year, bettering retail and institutional managers
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January 1, 9:06 PM
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Did This Really Just Happen?

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December 31, 2025 10:41 AM
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‘I experienced a catastrophic financial loss’: How options trader ‘Captain Condor’ led his followers to a $50 million wipeout

‘I experienced a catastrophic financial loss’: How options trader ‘Captain Condor’ led his followers to a $50 million wipeout | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Captain Condor’s rise coincided with a boom in retail investors trading risky ‘0DTE’ options
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December 30, 2025 9:05 PM
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A Dealmaking Frenzy Is Reshaping the Booming Wealth-Management Business

A Dealmaking Frenzy Is Reshaping the Booming Wealth-Management Business | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Firms are snapping up smaller competitors in a bid to capture a piece of Americans’ growing wealth
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December 29, 2025 9:18 PM
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How Banks Trick You Into Staying Broke (Exposed)

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December 29, 2025 2:37 PM
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Full interview: Bank of America CEO Brian Moynihan

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December 27, 2025 2:32 AM
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Why JPMorgan Dominates Wall Street

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December 26, 2025 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, 2025 11:01 PM
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Why Charles Schwab CEO Is Worried About Young Investors | WSJ

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December 24, 2025 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, 2025 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, 2025 9:41 PM
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Private Credit Crisis Adds $2 Billion In Losses Overnight

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December 23, 2025 9:13 PM
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How Switzerland Became INSANELY Rich (With No Resources)

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December 23, 2025 8:22 PM
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RBC & TD Bank Downgraded As Consumer Is F*CKED! Economy Collapsing!

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December 23, 2025 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, 2025 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, 2025 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, 2025 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, 2025 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, 2025 3:34 PM
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Blackrock's Predictions For 2026

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December 21, 2025 9:34 AM
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The Banking System Explained in 14 Minutes

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December 20, 2025 11:25 PM
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Michael Burry Just Went All In On A New Big Short

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December 20, 2025 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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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.