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Wealth Advisor Daily
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Edition No. 049
New York · London
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, October 1, 2026
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In PWD coverage since October 1, 2026 · 2 stories
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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 1
FPA and Snappy Kraken rebuild PlannerSearch around a 12-question client quiz
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