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 rise and fall of Silicon Valley Bank: From $209B collapse in 48 hours

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Top insurance CEO compensation in 2025 – Investment Executive

Top insurance CEO compensation in 2025 – Investment Executive | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Total compensation in 2025 for each of the CEOs of Canada’s largest insurers — Manulife, Sun Life, Great-West Lifeco and Industrial Alliance — ranged from $5.6 million to $15.4 million. Manulife and Great-West Life had leadership changes in 2025.
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Sun Life Capital Management consolidates private asset managers – Investment Executive

Sun Life Capital Management consolidates private asset managers – Investment Executive | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Sun Life Financial Inc. announced several transactions Monday that will expand its presence in private assets — a long-held goal, according to the company. First, it bought the remaining shares of real estate investment management advisor BGO and alternative credit investment manager Crescent...
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CIRO proposes short-selling reforms – Investment Executive

CIRO proposes short-selling reforms – Investment Executive | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
As part of an ongoing effort to address long-standing complaints about the rules that guard against abusive short-selling, the Canadian Investment Regulatory Organization (CIRO) is proposing rule changes that aim to bolster investor confidence by reducing failed trades, without adopting burdensome...
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Securing Investor Trust in the AI Era

Securing Investor Trust in the AI Era | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
As AI reshapes the industry, cybersecurity is now a fiduciary responsibility, impacting reputation, financial stability, and competitiveness.
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Financial services now part of Canadian Free Trade Agreement – Investment Executive

Financial services now part of Canadian Free Trade Agreement – Investment Executive | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Financial services have been officially incorporated into the Canadian Free Trade Agreement (CFTA), effectively providing a way to streamline the regulatory patchwork that impedes interprovincial trade within the sector.
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March 29, 2:33 AM
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Disaster at BlackRock: “Bank Freeze” Triggers Panic in Global Private Credit | VisualEconomik EN

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March 29, 2:04 AM
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Michael Milken – Wildest Wall Street Story Ever Told

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March 28, 11:04 AM
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Short-selling dealers stay secret

Short-selling dealers stay secret | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
IPC upholds OSC decision to preserve privacy of dealers in failed trade study
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March 28, 11:00 AM
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Spaghetti at the wall

Spaghetti at the wall | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up
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March 27, 6:42 AM
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Manulife partners with U.K. asset manager

Manulife partners with U.K. asset manager | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The two firms will serve clients in Europe, Asia, Bermuda, Canada and the U.S.
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March 27, 6:41 AM
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Guardian’s merger with Desjardins brings scale, access to ‘permanent capital’

Guardian’s merger with Desjardins brings scale, access to ‘permanent capital’ | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Expect new product launches, outreach to advisors in months ahead: Mavroudis
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March 26, 8:24 PM
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Wall Street Bonuses Surged To A Record $49.2 Billion Pool Last Year

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March 20, 4:46 PM
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How Financial Advisers Can Really Help Families in a Crisis

How Financial Advisers Can Really Help Families in a Crisis | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
In the middle of a crisis, financial advisers who help families slow down, clarify roles and communicate effectively can deliver their greatest value.
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March 20, 2:45 PM
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Berkshire Hathaway just broadcast its most bullish signal in years

Berkshire Hathaway just broadcast its most bullish signal in years | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Updated Mar 16, 2026, 1:01 PM GMT Berkshire Hathaway CEO Greg Abel is starting to put his stamp on the corporate giant. Brendan McDermid/REUTERS Warren Buffett's successor as Berkshire Hathaway CEO just shared the details of his first big move. Greg Abel, who took over in January, repurchased $225 million worth of Berkshire shares on March 4. Zero buybacks in the last six quarters signaled Buffett didn't see Berkshire stock as a bargain. Greg Abel just pulled back the curtain on his first big
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March 20, 2:38 PM
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Goldman Sachs Buys $42.5 Million Minority Stake in GeoWealth. Here’s Why.

Goldman Sachs Buys $42.5 Million Minority Stake in GeoWealth. Here’s Why. | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The investment builds on a growing relationship between the bank and the technology and asset-management services provider.
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March 20, 12:32 PM
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UK banks should snap up European lenders

UK banks should snap up European lenders | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The continent’s financial institutions are consolidating – and British lenders should scoop some up
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March 20, 12:31 PM
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Wall Street banks warn of “cockroaches” in the private-credit market

Wall Street banks warn of “cockroaches” in the private-credit market | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Ructions in the market for private lending are unnerving investors. What is going on? Is it 2008 all over again? Matthew Partridge reports
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March 20, 9:56 AM
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Power Corp. reports $408M in net earnings

Power Corp. reports $408M in net earnings | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Earnings were down year over year from $933M
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March 20, 9:54 AM
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RBC’s new head of AI eyes opportunities across business segments

RBC’s new head of AI eyes opportunities across business segments | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Proprietary data, keeping humans and regulators in the loop key to strategy
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March 20, 9:36 AM
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Trump Admin Readies Big Gift for Wall Street While Waging War, Gutting Aid Programs

Trump Admin Readies Big Gift for Wall Street While Waging War, Gutting Aid Programs | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
“At a time of extreme and growing inequality," said one critic, "today’s proposals will drain lending away from Main Street families’ needs and priorities and further enrich the already wealthy on Wall Street."
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March 19, 3:18 PM
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As Global Debt Balloons, Calls to Reform the IMF Grow Ever Louder

As Global Debt Balloons, Calls to Reform the IMF Grow Ever Louder | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Debt is mushrooming worldwide, hitting many developing countries especially hard. Struggling to cover their debt interest, they are cutting back on health and education programmes. The International Monetary Fund is tasked with ensuring that financial assistance is fair and fruitful, but its structure may need to be reformed to achieve that.
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March 19, 8:59 AM
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What Big Six wealth execs made in 2025

What Big Six wealth execs made in 2025 | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Total compensation ranged from $4 million to $12.3 million
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March 19, 12:12 AM
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EY: AI Is Just One Piece of the Banking Transformation Puzzle

EY: AI Is Just One Piece of the Banking Transformation Puzzle | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Banks recognise AI’s transformative potential, yet effectively scaling it to generate genuine value while upholding governance standards presents a considerable challenge. Successful implementation demands substantial investments and operational adjustments. Banks that excel will embed AI within a comprehensive, disciplined transformation.
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March 19, 12:11 AM
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Climate Change and the Evolving Policy Challenges for Central Banks

Climate Change and the Evolving Policy Challenges for Central Banks | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Climate change affects central banks by impacting growth, inflation and financial stability through extreme weather events, complicating oversight and monetary policy. Central banks must fulfil existing mandates and goals amid rising uncertainty, investing in data, models, expertise and communication.
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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.