Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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Goldman Sachs bans staff from prediction market bets on finance, politics

Goldman Sachs bans staff from prediction market bets on finance, politics | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The bank updated its personal trading policy to prohibit event contracts tied to elections, macroeconomic data, and Goldman itself
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Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth
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Gulf money quietly backing US activist hedge funds may soon have to show its face

Gulf money quietly backing US activist hedge funds may soon have to show its face | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
A little-noticed SEC reinterpretation could compel some of the region's most discreet investors into the public eye for the first time
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FII: Goldman boss says Europe 'on cusp of investment supercycle'

FII: Goldman boss says Europe 'on cusp of investment supercycle' | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
There are reasons for optimism, but business leaders and politicians painted a mixed picture of Europe’s economic and regulatory outlook at a Saudi-backed investment conference in Rome
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July 15, 6:48 PM
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Bloomberg Wealth: Rockefeller Capital Management President and CEO Greg Fleming

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July 15, 12:11 PM
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How America Turned War Into Wall Street’s Favorite Business

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July 15, 12:10 PM
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Should Banks be Allowed to Fail?

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July 14, 11:45 AM
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Citigroup Q2 2026 earnings beat every analyst estimate

Citigroup Q2 2026 earnings beat every analyst estimate | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Net income rose to $5.8 billion, or $3.15 per share, topping all 20 analyst estimates as equities trading revenue climbed 45%
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July 14, 10:47 AM
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JPMorgan Chase Q2 2026 earnings: Record profit on trading surge

JPMorgan Chase Q2 2026 earnings: Record profit on trading surge | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Equity Markets revenue jumped 86% to $6 billion, while investment banking fees climbed 30% to their highest level since 2021
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July 14, 10:44 AM
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Goldman Sachs posts Q2 2026 earnings beat on record stock trading

Goldman Sachs posts Q2 2026 earnings beat on record stock trading | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The bank's equities unit brought in $7.42 billion, its third consecutive all-time record, while investment banking fees climbed 55%
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July 14, 12:39 AM
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Why Darius Dale Replaced Bonds With 30% Gold in His Portfolio

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July 12, 9:50 PM
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Goldman Sachs quietly snags a corner of America's retirement money

Goldman Sachs quietly snags a corner of America's retirement money | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Here's what $70 billion in new mandates means for Goldman's business model, and your retirement.
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July 10, 7:59 PM
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She Manages $8.2 Billion — Here's What She's Buying (and Refusing to Touch)

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July 9, 9:31 PM
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Goldman Sachs bans staff from prediction market bets on finance, politics

Goldman Sachs bans staff from prediction market bets on finance, politics | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The bank updated its personal trading policy to prohibit event contracts tied to elections, macroeconomic data, and Goldman itself
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July 9, 4:22 PM
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Goldman Sachs wins $70 billion retirement asset management deals

Goldman Sachs wins $70 billion retirement asset management deals | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The mandates include $30 billion in pension assets and $40 billion in Verizon defined-contribution retirement assets
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July 9, 9:25 AM
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Clients Asking About IPOs? A Framework for the Conversation

Clients Asking About IPOs? A Framework for the Conversation | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Using these steps, financial advisers can walk clients through the IPO process and the realities while also addressing the client's long-term financial plan.
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July 9, 9:21 AM
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Money Lessons From an Olympian Turned Financial Planner

Money Lessons From an Olympian Turned Financial Planner | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Olympian Lauryn Williams found that financial confidence comes from actively understanding your own money and now helps others take ownership of their finances.
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July 9, 9:19 AM
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Former Citi wealth leader builds $100M RIA on family office model

Former Citi wealth leader builds $100M RIA on family office model | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Edward Karan says Aspire Wealth can deliver family office services at a fraction of typical client minimums at private banks.
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July 8, 9:17 PM
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HSBC Just Issued A Dire Warning To The Entire Banking System

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July 6, 8:10 PM
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Charm Offensive: Sandy Sussman spent decades wooing the rich in Toronto, becoming their go-to investment guy. When the market tanked, he lost it all

Charm Offensive: Sandy Sussman spent decades wooing the rich in Toronto, becoming their go-to investment guy. When the market tanked, he lost it all | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
SANDY SUSSMAN spent decades wooing the upper echelons of Toronto society, becoming their go-to investment guy. He took their money and made a huge bet on cottage country. When the market tanked, he lost $101 million. Then he did everything in his power to cover it up
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July 6, 10:55 AM
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CIRO assumes oversight of Quebec mutual fund reps

CIRO assumes oversight of Quebec mutual fund reps | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Life and health insurance reps, financial planners in province now supervised by Chambre de l'assurance
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July 6, 10:54 AM
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Prediction markets may run afoul of binary options ban: ESMA

Prediction markets may run afoul of binary options ban: ESMA | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Regulator warns that certain contracts are considered financial derivatives
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July 6, 10:53 AM
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Fund managers looking to get hitched today too

Fund managers looking to get hitched today too | Wealth Advisors Report - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Industry consolidation to remain robust, as industry seeks scale, diversity: Fitch
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July 6, 1:48 AM
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Keynes: The Secret Architect of the Modern World | FD Finance

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July 2, 10:11 PM
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Blackstone Just LOCKED UP Billions - The Same 2008 Warning Sign for US Housing

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July 2, 9:57 PM
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European Banks Are Preparing For Something BIG

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The Economics of Owning a Bank

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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.