PlanPlus Global News & Events

Be informed by the latest news, insights and opinions on things that matter to the financial advice industry.

PlanPlus Global Media Coverage and Press Releases

A Comparison of Risk Tolerance Products

“Bear markets beget portfolio losses, unhappy clients and, sadly, lawsuits against advisors. If you relied on any of the popular risk tolerance products to construct that portfolio, here’s how you are likely to fare under the careful scrutiny of an arbitrator.” -Bob Veres Discover how FinaMetrica and the SuitabilityPro features built around it scored a…

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PlanPlus Global Joins Morningstar

On April 3, 2020, Morningstar, Inc. completed its acquisition of PlanPlus Global, combining PlanPlus Global’s financial planning tools with Morningstar’s mission to empower investor success through the advisor ecosystem. Morningstar’s research-driven culture, trusted brand, and investment planning capabilities combined with PlanPlus Global’s financial planning and risk tolerance profiling tools, will help advisors better manage their…

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‘We all believe in and follow the same process and proposition’

How advisers invest: Belmayne Independent Chartered Financial Planners partner Jon Stevens discusses the company’s approach to investment management. Could you explain your approach to investment management: in-house, outsourced or a combination of both? We outsource our investment management. A few years ago, I spent a lot of time picking the brains of various advisers I…

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Suitability - FinaMetrica Profiler

PlanPlus Global to Join Morningstar

Today, Morningstar, a global firm specialising in independent investment research, information and technology, announced plans to acquire PlanPlus Global. This includes our full product suite, which is comprised of FinaMetrica Profiler, a global risk-profiling tool renowned around the world, our financial planning solution ProPlanner (formerly Planit) and ProTracker, our powerful portfolio monitoring tool. PlanPlus Global…

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PlanPlus Global Blog

Advocacy Profile – Kristina Bates (FinaMetrica Profiler)

Professional Accountant and Institutional Sales Head transitions to Investment Advisor and Portfolio Manager to help individual investors protect and grow their wealth. “My business and financial background has allowed me to offer a key differentiator to my clients – I engage with them at a deeper, more personal level and research and analyze their portfolios…

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Risk Tolerance Stability During Uncertain Times

Nicki Potts, Director of Product Management at Morningstar (former COO & SVP, Product Development at FinaMetrica Pty Ltd), shares historical data that shows FinaMetrica risk scores across the globe remain relatively stable through stock market volatility. This research demonstrates that Advisors who perform a valid risk tolerance profile for their clients are more likely to see their clients stay the course during severe market downturns. -Mike Barad, Head of Financial Planning Software, Morningstar, Inc.

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Helping Advisors Deliver More Value, More Efficiently

A letter from Mike Barad, Head of Financial Planning Software, Morningstar At Morningstar, we believe the advice industry is evolving from being product-centric to goal-focused, with the best interests of investors at the center, and financial planning will become even more central to what successful advisors do. This is why, in April, we announced the…

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How to Manage Client Conversations During Turbulent Markets

Samantha Lamas, Behavioral Researcher, Morningstar As the market pendulum continues to swing back and forth, many investors may be struggling to rein in their emotions. During these troubling times, financial advisors can use behavioral coaching tactics to help their clients manage their emotions and avoid making rash decisions. However, we know this is easier said…

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PlanPlus Global Articles and Whitepapers

Risk Tolerance Stability During Uncertain Times

Nicki Potts, Director of Product Management at Morningstar (former COO & SVP, Product Development at FinaMetrica Pty Ltd), shares historical data that shows FinaMetrica risk scores across the globe remain relatively stable through stock market volatility. This research demonstrates that Advisors who perform a valid risk tolerance profile for their clients are more likely to see their clients stay the course during severe market downturns. -Mike Barad, Head of Financial Planning Software, Morningstar, Inc.

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Sequence Risk – Understanding the Luck Factor

While a distribution portfolio’s exposure to sequence risk changes over time, sequence risk never really goes away unless the withdrawal rate is constrained considerably.A practical method for advisers to meas­ure this exposure to sequence risk is through evaluation of the current proba­bility of failure rate.The fundamental withdrawal rate for­mula is portfolio value ($X) times a withdrawal rate (WR%) to equal the annual distribution amount ($Y).

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Income Replacement Vs. Expense Approach to Insurance-Needs Analysis

Financial advisors commonly use three methodologies to determine client life insurance needs: income replacement, expense analysis, or hybrid models. Expense analysis is generally recognized as the more robust methodology, but requires greater discovery and data to perform. This paper compares these techniques to determine to what extent the simpler approaches identify greater or lesser insurance “needs” and to determine whether the differences are significant.

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Financial Planning Literature Survey

The FPSC Foundation has engaged PlanPlus to carry out an environmental scan of research carried out between 2003 and 2011, from Australia, Canada, United Kingdom and the United States, in the field of financial planning. Article by Fagan, Brayman will be published in the Journal of Personal Financial Counselling, Summer 2011.

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PlanPlus Global Events

February 2020 Events

Jan 30 to 31 Mar – MFPYA 2020 – MY The Malaysian Financial Planner of the Year Award (MFPYA) competition is open for registration and submissions until March 31. For more information on the 2020 MFPYA competition go to www.planplusawards.com/mfpya. Register here. Jan 30 to 31 Mar – Canada Financial Planning Awards 2020 – CA…

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November 2019 Events

Nov 19 – FP Canada Gala Dinner – Toronto, Ontario, CA Nov 20 – FP Canada Symposium – Toronto, Ontario, CA Nov 21 – OSC Dialogue – Toronto, Ontario, CA Nov 25 – Financial Planning Academic Forum (FPAF) – Melbourne, Victoria, AU Nov 26 – Personal Finance and Investment Symposium (PFIS) – Melbourne, Victoria, AU…

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October 2019 Events

Oct 8 – Exceptional Advisor – Toronto, Ontario, CA Oct 15 to 16 – AFS Annual Meeting – Minneapolis, Minnesota, USA Oct 15 to 18 – FPA Pre-Conference Events – Minneapolis, Minnesota, USA Oct 17 – NextGen Conference – Manchester, UK Oct 17 – Private Client Event Oct 18 – Private Client Event Oct 24…

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Risk Profiling & Investment Proposal

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