FidelityConnects

Canadian wealth-management trends: Mid-year report – Carlos Cardone, Investor Economics


Listen Later

For a few years now, we’ve welcomed today’s guest to our advisor-only live webcasts, and are pleased to offer this discussion also as a video podcast. Carlos Cardone, Senior Managing Director of Investor Economics, sits down with host Pamela Ritchie to share his team’s findings on the wealth management industry in Canada. This includes the latest trends shaping the industry so far in 2024, including the rising popularity of active ETFs, and much more. Investor Economics research is supported by a number of slides, so for those listening we encourage you to view this discussion on a platform that supports video podcasts such as Spotify or YouTube Music, for the full experience.


Recorded on July 3, 2024.

 

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

...more
View all episodesView all episodes
Download on the App Store

FidelityConnectsBy Fidelity Canada

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

8 ratings


More shows like FidelityConnects

View all
Investing Insights by Morningstar

Investing Insights

523 Listeners

Masters in Business by Bloomberg

Masters in Business

2,170 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

278 Listeners

Market Insights by Fidelity Investments

Market Insights

52 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,024 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

214 Listeners

The Long View by Morningstar

The Long View

904 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

72 Listeners

Excess Returns by Excess Returns

Excess Returns

83 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,557 Listeners

Ask The Compound by The Compound

Ask The Compound

320 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

353 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

8 Listeners