Uploaded June 2026 | Updated September 2026, 16 hours ago
We caught up with Kate, Director of Marketing at Morningstar, to chat about the evolving nature of investors and her biggest takeaway from Mark McCrindle’s recent keynote.
Here’s what’s top of mind for the future of financial advice:
👉 Understanding the shifting investor: The demographics of who is investing - and what they expect from their advisors - are rapidly changing.
👉 The evolution of communication: Human connection hasn't changed, but our tools have. Mark’s reminder that we’ve gone from hieroglyphics to emojis shows just how visual and fast communication has become.
👉 Going on the journey: To stay relevant, advisors need to adapt their communication style to meet the next generation of investors where they are.
#Insights #Demographics #FinancialAdvice #Morningstar #McCrindle #Communication #FutureTrends #GenZ
We caught up with Kate, Director of Marketing at Morningstar, to chat about the evolving nature of investors and her biggest takeaway from Mark McCrindle’s recent keynote.
Here’s what’s top of mind for the future of financial advice:
👉 Understanding the shifting investor: The demographics of who is investing - and what they expect from their advisors - are rapidly changing.
👉 The evolution of communication: Human connection hasn't changed, but our tools have. Mark’s reminder that we’ve gone from hieroglyphics to emojis shows just how visual and fast communication has become.
👉 Going on the journey: To stay relevant, advisors need to adapt their communication style to meet the next generation of investors where they are.
#Insights #Demographics #FinancialAdvice #Morningstar #McCrindle #Communication #FutureTrends #GenZ
