Despite the high satisfaction levels that investors report with their financial advisors, clients are likely to consider switching advisors for an emerging reason: receiving a substantial inheritance.
This is one of the topline findings of Orion’s inaugural investor survey, which was recently published alongside its 2025 Wealthtech Survey. According to Orion, nearly 18% of investors are likely to switch advisors if they receive an inheritance between $500,000 and $1 million. This likelihood increases to 24% for inheritances of $1 million or more.
“As we navigate the largest generational wealth transfer in history, it’s crucial for financial advisors to be proactive with clients who anticipate receiving a sizable inheritance,” said Chris Shutler, Orion’s head of strategy. “This is the time for advisors to increase communication, engage in comprehensive planning, and build trust to better serve their clients during these pivotal moments.”
Shutler will present additional findings from both pieces of research during a ThinkAdvisor webcast on March 20, sponsored by Orion. Joining him will be Ron Pruitt, president of wealth management at Orion; Patrick Daniel, vice president of advisor digital solutions at Commonwealth Financial Network; and Casey Jorgensen, head of the Dynasty Institute for Adaptive Leadership within Dynasty Financial Partners.
In addition to covering the investor survey results, the panel will discuss advisors’ top tech pain points, areas of investment and how the evolving demands of end investors are reshaping the industry.
Increasingly, advisors are being called upon to deliver comprehensive financial planning, retirement strategies, trust and estate services, tax solutions and more — all integrated into a cohesive financial picture. Advisors who embrace a holistic approach can expect to thrive, according to Orion, while those who fail to adapt could see their practices lag behind.
While these demands may feel daunting, emerging technologies and innovative strategies are enabling advisors to thrive.
Registration for the webcast is now open. Those who aren't able to watch live can register to view the recording on demand.
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