PlanPlus Global Blog

Read the latest insights on risk profiling, suitability, financial planning, portfolio planning and the advice industry at large from our internal experts.

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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Beware of Illiquidity Traps

Illiquidity is a multi-headed beast, like the Hydra water serpent of Greek mythology. The mere scent of the Hydra was deadly, just as a whiff of illiquidity can be deadly for cash-flow projections and financial plans. And cutting off just one head is not enough to protect you from trouble. There are multiple threats from…

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Make Game Plans

In a normal world a financial plan is, usually, the plan that is going to be followed. But in a fast-changing world, like the one we are living through now, a more flexible and nimble approach may be required. The ‘A’ plan might need to be backed up by contingency plans B and C. What…

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Review Investments for Suitability

What don’t we know about the financial instruments that our clients are invested in? Have any delivered any nasty surprises in the current market? Or have they behaved as anticipated? This is not a question of absolute market performance — rather, it is asking if the product has displayed the characteristics and behaviors that it…

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A Message from PlanPlus Global CEO

We are all in this together We recognize this can be a stressful time for many people and we wish you and your family both health and safety as we all learn to cope with difficulties that none of us could foresee. In recent weeks, we’ve seen the human and economic effects of COVID-19, but…

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Your Clients Need You Now – And You Can Help Them!

It has never been a more important time to be a financial advisor. Your clients are likely fearful and confused, while some are facing dramatic changes to their financial circumstances. They need you now – and you have the tools, training and experience to help. The economic fallout of the coronavirus is far-reaching, and plans…

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Rely on Risk Tolerance in Uncertain Times

Your clients are living through wild market gyrations and uncertain times. For most, their risk tolerance won’t have changed. However, their risk capacity may well have changed, so it’s a good time update their overall risk profile. FinaMetrica has been measuring financial risk tolerance all around the world for more than 20 years, with around…

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How To Talk Your Clients Through the Coronavirus Crash

Many clients will be scared and confused by the events of the past six weeks. In mid-February, global markets were poised to hit record highs. But by the end of March they’d experienced one of the quickest and steepest drops in modern memory. It’s been a wild ride. With so much bad news investors can…

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Risk Profiling & Investment Proposal

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