Name
Adapting to the evolving investor landscape - Delivering value through a deeper understanding of trends and needs’
Description

 

According to 2025 Fidelity Retirement Report, most investors feel that retiring today is more complex than it was 20 years ago.  Join Fidelity retirement expert Michelle Munro as she draws from two decades of retirement research, highlighting the trends driving this sentiment and how you can stay ahead in a rapidly evolving landscape. This presentation explores the changing needs of investors—driven by shifting demographics, retirement trends, intergenerational support, and healthcare costs—along with insights into client mindsets around money and legacy planning and how the industry needs to adapt to address their financial needs.

 

Speakers
Michelle Munro, Director - Tax & Retirement Research, Fidelity Canada Institutional
Date & Time
Thursday, November 6, 2025, 1:30 PM - 2:15 PM