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06 May 2026 | 11:20 am - 11:40 am

Morningstar session: First look - Advising across generations with Mark McCrindle

We’re facing one of the largest intergenerational wealth transfers in history. So how do advisers set up for success in this new era? Join renowned social researcher Mark McCrindle in conversation with Chris Galloway, Morningstar’s Managing Director, ahead of his keynote address at the main day. In this Q&A-style session, they’ll discuss how the impending wealth transfer is reshaping financial advice and explore strategies to engage clients across generations. You don't want to miss this advance session.

Speakers

Image of Chris Galloway

Chris Galloway

Morningstar

Managing Director, Asia Pacific

Image of Mark McCrindle

Mark McCrindle

McCrindle

Social Researcher and Demographer

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