PlanPlus Global Press Releases & Coverage

Keep up with PlanPlus Global media publications and mentions regarding our breakthrough risk-profiling and financial advice tools.

Announcing the 2020 PlanPlus Global Canadian Financial Planning Awards Winners

July 22, 2020—PlanPlus Global, a Morningstar company, announced the winners of the 2020 Canadian Financial Planning Awards competition, which recognizes excellence in the financial planning profession. The competition was launched in 2013 to help increase awareness and understanding of the important role played by financial planners in Canada. The competition is open to advisors across…

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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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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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Risk Profiling & Investment Proposal

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