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Friday, October 16, 2026The Morning Brief →Sign in
firm

FPA

In network coverage since September 12, 2026 · 4 stories
Network coverage
practice

FPA and Allianz: 74% of surveyed planners will spend more time per client relationship

The June survey of 387 planners also found 67% expect to evolve their business model; those with under five years of experience were more likely than veterans to say so.
RIA · Oct 1FPA rebuilds PlannerSearch to match consumers on mindset and life events
practice · Oct 1FPA and Snappy Kraken rebuild PlannerSearch around a 12-question client quiz
advisor_note · Sep 12Kahan built a pro bono channel, not a gesture
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