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Friday, October 2, 2026The Morning Brief →Sign in
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Snappy Kraken

In PWD coverage since September 25, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedFinancial Planning Association — 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
RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record
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