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

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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September 2019 Events

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

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PlanPlus Global Media Coverage and Press Releases

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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Why It’s Best To Measure Risk Tolerance With #FinTech Questionnaires Instead Of (Just) Risk Conversations

There are numerous factors that every advisor must consider when objectively assessing a client’s risk tolerance. And if the concept of risk wasn’t already complex enough (as it considers a multitude of facets, including tolerance, capacity, composure, perception, and literacy), the variety of available tools to measure risk tolerance – from written questionnaires to various…

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PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced 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 an academically valid risk profiling solution with…

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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…

Read more
Suitability - FinaMetrica 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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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

The High Risks in Low Returns

Low investment returns pose significant risks for investors, and their advisors. Their returns may not be sufficient to achieve their financial goals. But if they then go ‘chasing yield’ they can fall down the mineshaft of illiquid assets and become trapped. Hundreds of thousands of investors in the United Kingdom are living that pain right…

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Global Financial Advice is Becoming More Suitable

Suitability standards continue to spread around the world, with Canada enacting its ‘Client focused reforms’ in October. The new Canadian rules codify how know-your-client, know-your-product and suitability determinations should be applied. Meanwhile, in the United Kingdom new executive accountability rules are giving sharp teeth to any bite from the regulator as it enforces the MiFid…

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Risk Conversations Only Tell Half of The Story

A skilled advisor can learn a lot about a client’s risk experiences and attitudes in a conversation. But it may only be half of the story they need to know. There is other critical information that won’t come to the surface that way — to drill-down to it, you need to use scientifically rigorous testing.…

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Advising Clients With Diminished Capacity

Dealing with a client with diminished financial capacity is an inevitability for most financial advisors. But it’s sometimes done in an unstructured or ‘seat-of-the-pants’ way, which can leave both advisor and client exposed to risks.  One of the best protections, for both sides, is the client’s stated goals, values and financial plan. These provide a…

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Risk Profiling & Investment Proposal

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