20 May 2026 | 11:30 am - 12:10 pm

Advising across generations: How demographic shifts are shaping the future of financial advice

The financial advice landscape in Australia is being transformed by one of the largest intergenerational wealth transfers in history. Advisers face evolving client expectations shaped by differing values, investment priorities, and communication preferences. Session attendees will gain strategic insights into building multigenerational relationships that future-proof your practice.

Speakers

Image of Mark McCrindle

Mark McCrindle

McCrindle

Social Researcher and Demographer