Uploaded May 2026 | Updated September 2026, 1 day ago
We caught up with advisors at the Morningstar Conference after hearing a McCrindle keynote on the trends impacting Australia. Here’s what’s top of mind:
👉 The way advisors communicate with clients is changing, with 46% of younger Aussies are sourcing data on social platforms.
👉 Life expectancy over the last two decades is changing how they approach advice and the need for it longer in life.
👉 With people living longer the wealth transfer is moving from inheritance to active support.
#Insights #trends #demographics #FinancialPlanning #Morningstar #GenZ #generations
We caught up with advisors at the Morningstar Conference after hearing a McCrindle keynote on the trends impacting Australia. Here’s what’s top of mind:
👉 The way advisors communicate with clients is changing, with 46% of younger Aussies are sourcing data on social platforms.
👉 Life expectancy over the last two decades is changing how they approach advice and the need for it longer in life.
👉 With people living longer the wealth transfer is moving from inheritance to active support.
#Insights #trends #demographics #FinancialPlanning #Morningstar #GenZ #generations
