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

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.

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