Web Seminar

Outlook Update: Repositioning portfolios in real time

Past event date: April 30, 2025 Available on-demand 30 Minutes

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After optimism soared in December of 2024, advisor confidence has plummeted every month since. What's next?

Brian Walheimer, Editor in Chief of Financial Planning joins FP research experts, Kerry Gross, Director of Research Intelligence and Abbey Naspinski, Senior Research Analyst, to share FACO data trends to help you navigate this uncertain landscape with confidence.

The Financial Advisor Confidence Outlook (FACO) is a monthly index published on Financial Planning that surveys hundreds of financial advisors to understand their forward-looking perspective on the economy and plans for client asset allocations. This index provides a snapshot of the economic landscape and provides a peer view into client advising choices for the coming month.

In this 30-minute discussion, you can expect to learn:

How advisor outlook and asset allocation trends have shifted over the past quarter
Where your peers are planning to allocate funds over the next three months