According to a recent LinkedIn post from Empathy, the company is drawing attention to advisor preparedness for the anticipated Great Wealth Transfer. The post cites survey-style figures suggesting that while 97% of advisors recognize the shift is coming, 56% reportedly do not feel ready, with obstacles described as primarily human rather than technical.
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The post highlights challenges such as client avoidance, incomplete estate plans, and families’ reluctance to discuss intergenerational wealth issues. It indicates that Empathy’s 2026 research report examines these barriers and outlines potential actions financial institutions and professionals can take, and includes a link encouraging readers to download the full report.
For investors, the emphasis on emotional and communication gaps around wealth transfer suggests Empathy is positioning itself as a partner to advisors and institutions navigating this demographic and behavioral transition. If its research and related offerings gain traction, the company could deepen relationships with financial intermediaries, potentially enhancing its relevance in estate planning and legacy-related services.
The focus on the Great Wealth Transfer also places Empathy within a broader secular trend expected to influence asset flows, client retention, and advisory models over the coming years. Demonstrated thought leadership through research may support brand visibility and differentiation versus competitors operating in bereavement support, financial wellness, or estate administration adjacencies.