PlanPlus Global Press Releases

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

PlanPlus Global Events

September 2019 Events

Sept 8 to 11 – Private Client Event – St. Louis, USA Sept 11 to 13 – Bob Veres Conference – Omni Nashville Hotel, Nashville, USA Exhibitor and Speaker – Matt Glasgow and Shawn Brayman will attend Sept 11 from 1:30 to 2:30pm – Bob Veres – Shawn Brayman Presentation – From Tolerance to Solution: Latest…

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June 2019 Events

June 2 to 5 – CIFPs Annual Conference 2019 – Vancouver, BC PlanPlus is a proud sponsor of the CIFPs Annual Conference 2019 to be held at the Westin Bayshore in Vancouver, BC., Be sure to attend Shawn Brayman’s presentation From Tolerance to Solution: Latest Research and Practical Examples on Wednesday, June 5th at 11:00am.…

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PlanPlus Global Media Coverage and Press Releases

Suitability - FinaMetric Profiler

Announcing 2019 PlanPlus Global Financial Planning Awards Winners

Announcing 2019 PlanPlus Global Financial Planning Awards Winners PlanPlus Global, the world-leading financial planning, risk tolerance profiling, and suitability firm, today announces and congratulates the winners of the Global Financial Planning Awards 2019 competition. The awards were launched seven years ago to help increase global awareness and understanding of the important role played by financial…

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Suitability - FinaMetric Profiler

PlanPlus Global Launches “Next-Generation” Risk Assessment Software, SuitabilityPro™: FinaMetrica Profiler

PlanPlus Global today announces the launch of SuitabilityPro™: FinaMetrica Profiler – a new higher standard in assessing and evidencing the suitability of mapping investment products and services to people’s needs. FinaMetrica Profiler has been in development since August 2017, when PlanPlus, renowned for its financial planning software, and FinaMetrica, the world leader in risk tolerance…

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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 Blog

Cyborg Model Brings a ‘Warm Body’ to Robo-Advice

Computers are great at crunching lots of numbers and automating tedious tasks, which had many advisors looking nervously over their shoulders at robo-advisors when they emerged. But when it came to building trust and relationships humans won compared with the coldness of an algorithm. The ‘pure’ robo-advice platforms have all struggled to win clients and…

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Suitability Drives Annual Client Reviews

“What’s been happening in your world this past year?” is probably the most important question an advisor can ask in an annual review with a client. And it is all about suitability. Ask them if they need to review or change their investments, insurances, estate planning or financial goals and they’ll almost certainly say no.…

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Financial Planning Software Use Rising in USA

A recent survey shows the use of holistic financial planning software in the USA is rising, as advisors move toward providing a ‘total’ service that extends beyond just picking investments for clients. The trend toward indexing investments and the emergence of robo-advice are both making investment decisions more like a commodity, where price is the…

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The Value of Financial Planning

There’s a lot more to comprehensive financial planning than just putting together an investment portfolio. However, the performance of a portfolio is often the only benchmark of the ‘value’ of financial advice. But investment performance does not account for the other benefits which accrue from receiving comprehensive financial advice. Giving someone a comprehensive financial plan…

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Advisors Can Only Rely on Psychometric Testing

If you’ve ever been told you are a four-character personality type, such as a ISTJ, INFJ or ESTJ, you’ve met the Myers-Briggs Type Indicator (MBTI) test. It was most probably while you were dealing with a recruiter or human-resources person, but unfortunately they learned nothing about you from this test — because it does not work.…

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