Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
7.0K views | +1 today
Follow
 
Scooped by Enzo Calamo
onto Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
January 31, 9:45 AM
Scoop.it!

Media literacy is the new financial literacy

Media literacy is the new financial literacy | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
David Chilton talks social media, finfluencers and algorithms on the Canadian Advisor.cast
No comment yet.
Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
Your new post is loading...
Scooped by Enzo Calamo
Today, 2:29 AM
Scoop.it!

First US BANK COLLAPSE Of 2026 To Cause CREDIT FREEZE Nationwide

No comment yet.
Scooped by Enzo Calamo
Today, 1:06 AM
Scoop.it!

BlackRock Loses $1,200,000,000 In Credit Crisis APOCALYPSE

No comment yet.
Scooped by Enzo Calamo
February 5, 5:59 PM
Scoop.it!

Pair ran massive market manipulation scheme: SEC

Pair ran massive market manipulation scheme: SEC | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Firm allegedly touted stocks on social media, while selling its holdings
No comment yet.
Scooped by Enzo Calamo
February 3, 9:05 PM
Scoop.it!

FIRST BANK FAILURE OF 2026: This Is How It Starts

No comment yet.
Scooped by Enzo Calamo
February 2, 10:54 PM
Scoop.it!

Ryan Serhant starts work at 4:30 a.m.—he says most people don’t achieve their dreams because ‘what they really want is just to be lazy’

Ryan Serhant starts work at 4:30 a.m.—he says most people don’t achieve their dreams because ‘what they really want is just to be lazy’ | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
January 31, 2026, 8:12 AM ET Real estate mogul Ryan Serhant wakes up before the sun and values every minute like $1. He says most people struggle with work-life balance because they “lie to themselves.” In today’s ultracompetitive business world, being a leader can feel like running a never-ending marathon. That might be why some executives, like Nvidia CEO Jensen Huang, work every day of the week—including holidays—to stay ahead. Ryan Serhant operates from that same all-in philosophy. |
No comment yet.
Scooped by Enzo Calamo
February 2, 8:13 PM
Scoop.it!

The Druckenmiller Connection: Meet the Man Behind Bessent and Warsh

The Druckenmiller Connection: Meet the Man Behind Bessent and Warsh | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The hedge fund manager is in the unusual position of having mentored two of the most powerful financial leaders in Washington.
No comment yet.
Scooped by Enzo Calamo
February 2, 8:00 PM
Scoop.it!

Trump TRIGGERS Bank Crisis - First Bank Collapses as Foreign Money Flees USA

No comment yet.
Scooped by Enzo Calamo
February 2, 3:17 PM
Scoop.it!

Defined Contribution Top Trends for 2026: What Plan Sponsors Need to Get Right

Defined Contribution Top Trends for 2026: What Plan Sponsors Need to Get Right | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Key trends shaping US defined contribution plans in 2026, from technology and education to investment strategy, regulation, and plan design decisions.
No comment yet.
Scooped by Enzo Calamo
February 2, 11:19 AM
Scoop.it!

Wealth managers plagued by operational incompetence - Professional Wealth Management

Wealth managers plagued by operational incompetence - Professional Wealth Management | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
There is a common belief that many clients ditch their UK wealth managers due to tax issues, but this often misses the true problem
No comment yet.
Scooped by Enzo Calamo
February 1, 11:54 AM
Scoop.it!

Cathie Wood buys $1.9 million of megacap tech stock

Cathie Wood buys $1.9 million of megacap tech stock | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Here are Cathie Wood’s latest moves.
No comment yet.
Scooped by Enzo Calamo
February 1, 11:25 AM
Scoop.it!

Advisors to the ultra rich say AI isn't a gamechanger for landing new clients

Advisors to the ultra rich say AI isn't a gamechanger for landing new clients | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.
No comment yet.
Scooped by Enzo Calamo
February 1, 11:24 AM
Scoop.it!

Sunflower Bank’s Insurance Push: Bridging Wealth Gaps for the Affluent

Sunflower Bank’s Insurance Push: Bridging Wealth Gaps for the Affluent | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
DALLAS—Sunflower Bank N.A., a regional powerhouse with $8.5 billion in assets, unveiled Sunflower Insurance Solutions Inc. this week, a wholly owned subsidiary aimed at bolstering its wealth and risk management arsenal for businesses and high-net-worth individuals.
No comment yet.
Scooped by Enzo Calamo
February 1, 11:10 AM
Scoop.it!

Insider Secrets From a Top Financial Therapist

Insider Secrets From a Top Financial Therapist | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Financial therapy can help you tackle money trauma, change bad habits and build more wealth. Learn more about this lesser-known type of counseling.
No comment yet.
Scooped by Enzo Calamo
February 1, 10:49 AM
Scoop.it!

FIRST U.S. BANK COLLAPSES IN 2026 - And It Won’t Be the Last

No comment yet.
Scooped by Enzo Calamo
January 31, 9:48 PM
Scoop.it!

Metropolitan Capital Bank & Trust Has Failed. Here's What Caused It

No comment yet.
Scooped by Enzo Calamo
January 31, 9:45 PM
Scoop.it!

JPMorgan: The Bank That Can Break the Law and Stay Untouchable

No comment yet.
Scooped by Enzo Calamo
January 31, 9:47 AM
Scoop.it!

Global bank sector may have peaked: Fitch

Global bank sector may have peaked: Fitch | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Positive rating momentum to slow as growth weakens, risks rise
No comment yet.
Scooped by Enzo Calamo
January 31, 9:45 AM
Scoop.it!

Media literacy is the new financial literacy

Media literacy is the new financial literacy | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
David Chilton talks social media, finfluencers and algorithms on the Canadian Advisor.cast
No comment yet.
Scooped by Enzo Calamo
January 31, 6:15 AM
Scoop.it!

The British Rule That Quietly Made London the Financial Capital of the World (Not Colonial Gold)

No comment yet.
Scooped by Enzo Calamo
January 31, 6:14 AM
Scoop.it!

Wells Fargo - The $2 Trillion Crime Machine | 2026 Documentary

No comment yet.
Scooped by Enzo Calamo
January 30, 10:09 AM
Scoop.it!

Global liquidity expanding: BIS

Global liquidity expanding: BIS | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Cross-border credit grows amid increased shadow bank borrowing
No comment yet.
Scooped by Enzo Calamo
January 30, 10:08 AM
Scoop.it!

Manulife updates underwriting AI, doubles instant approval rate

Manulife updates underwriting AI, doubles instant approval rate | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
After life policies, critical illness is next
No comment yet.
Scooped by Enzo Calamo
January 30, 10:01 AM
Scoop.it!

OSFI consults on regime for industry accountability

OSFI consults on regime for industry accountability | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Regulator seeks suitability standards for senior industry personnel
No comment yet.
Scooped by Enzo Calamo
January 30, 10:00 AM
Scoop.it!

CRA info about GST/HST on trailing commissions to drop in February, March

CRA info about GST/HST on trailing commissions to drop in February, March | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
For dealers, preparing for compliance will include reviewing agreements with fund managers
No comment yet.
Scooped by Enzo Calamo
January 30, 9:59 AM
Scoop.it!

How firms can close the gaps on client-focused reforms

How firms can close the gaps on client-focused reforms | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Industry experts offer tips after regulators find shortcomings in suitability, KYP and KYC compliance
No comment yet.
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.