New Edge Wealth’s CIO, Cameron Dawson, sat down with Morningstar to discuss the future of investments, the status of active management, and how a holistic, customized approach is the foundation of a good investment philosophy that ensures each decision, whether risk or return, is balanced and ideal for the individual investor.

In this episode:

• How New Edge Wealth approaches their investment philosophy
• The 2024 outlook of wealth management and strategy
• Where active management stands in today’s investment landscape – is it still useful?

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