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Financial Planning Association

In PWD coverage since August 14, 2026 · 7 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedSnappy Kraken — coverage
PWD coverage
RIA

FPA rebuilds PlannerSearch to match consumers on mindset and life events

The previous directory, live since 2016, drew search traffic but connected almost no consumers, the association says.
practice · Oct 1FPA and Snappy Kraken rebuild PlannerSearch around a 12-question client quiz
practice · Sep 23FPA wants “financial planner” protected before it has defined the bar
advisor_note · Sep 12Kahan built a pro bono channel, not a gesture
RIA · Sep 11The pro bono movement endures on the work advisors cannot bill
practice · Sep 10Pride forum spins out of LPL Focus with three sponsors attached
RIA · Aug 14Former SSA analyst wins award for Social Security claiming study
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