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

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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Suitability - FinaMetrica Profiler

PlanPlus Global Adds to its Financial Advice Solution with Launch of New Goal-based Planning Tool

PlanPlus Global today announces the launch of its new goal-based planning module, ProPlanner – further enhancing its powerful financial advice software solution, SuitabilityPro™. The new suite of SuitabilityPro products enable a fully integrated suitability advice process that connects the world’s most academically valid risk profiling solution with multi-award-winning financial planning software and a new, soon-to-be-released…

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PlanPlus Global Blog

Giving Financial Advice is a Collaboration

‘Why?’ is a question that few financial advisors used to hear. Their role was to be an expert oracle, who presented a recommendation that was seldom, if ever, questioned — or explained. The advisor simply told the client what they should do, and the client did it. Those days are over. Today, people want to…

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Suitability in Singapore

The Singapore regulator of private banks recently conducted a two-year review of compliance with its suitability rules, finding that there is significant room for improvement. Singapore’s private banks are expected to: Have controls and checks in place to prevent inappropriate advice and product sales Update clients’ risk-profiles and financial needs regularly Implement checks to identify…

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FinaMetrica Wins Wealth Briefing Award Swiss 2020

FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 7th WealthBriefing Swiss Awards 2020. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during…

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The Perils of Low Risk Literacy

Financial advisors spend a lot of time explaining risk to the clients. But often those explanations are not understood, because clients don’t understand how to understand and respond to probabilistic risks.  Risk literacy is a serious issue for advisors, as the client’s ability to properly consent to a financial plan hinges on their ability to…

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Watch Out For These Five Investor Behaviours

Behavioural economics has revealed many ways that investors — and investment advisors — can make mistakes or be fooled by things that are not what they seem. These are just five of a long list of biases and errors that can undermine our best intent. These behaviours are summarised from the work of Nobel Prize winning…

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PlanPlus Global Articles and Whitepapers

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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Introducing the Debt Policy Statement

Although investment challenges like those experienced in 2008 and early 2009 can result in consumers losing substantial amounts of their investment capital for a time, many consumers lost their homes in the same period as a result of questionable lending practices or a failure by consumers to understand and plan their borrowing decisions.

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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 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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