Web Seminar

Quarterly Outlook Briefing

Tuesday, April 21, 2026 11:00 a.m. ET / 8:00 a.m. PT 60 Minutes
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Financial Planning's Editor in Chief, Brian Walheimer, sits down with two practicing financial advisors to break down the numbers behind advisor sentiment and compensation trends this quarter.

What we'll cover:

  • Key findings from the Financial Advisor Confidence Outlook, including how advisors are positioning themselves and their clients amid current market conditions
  • New fee model and compensation data, highlighting industry benchmarks and shifts in advisor pay structures
  • Actionable takeaways to help inform your strategy for the quarter ahead

If you need to know where advisors stand, what they're earning, and where the industry is headed, this is the hour worth blocking on your calendar.


Speakers
  • Brian Wallheimer
    Editor-in-Chief
    Financial Planning
    (Moderator)