PlanPlus Global Newsletter

Want to know what’s going on in our world? Check out our monthly report on PlanPlus Global’s activities, financial advice industry happenings and other items of interest to advisors, financial enterprises and consumers.

December 2020 Client Journal

FinaMetrica 10-Question RTQ Now Available In Morningstar’s Investment Planning Tool And As A Set Of Enterprise Components We’re happy to announce that the FinaMetrica 10-question RTQ, response readout, and Suitability Score is now available in Morningstar’s Investment Planning Tool (IPT) for Advisor Workstation as well as through our Enterprise Components channel for integration to third-party…

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September 2020 Client Journal

Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots At Morningstar behavioral finance isn’t just a buzz word, it’s baked into our software to help empower investor success. Our dedicated behavioral science team leverages research and psychology to improve the user experience of our software and deliver better outcomes for its users. In…

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June 2020 Client Journal

Update to the PlanPlus Global Newsletter We would like to thank you for your continued readership and engagement and would like to make you aware of an update to the delivery schedule of the PlanPlus Global Newsletter. This June edition will be the last monthly update we share. Going forward, we will publish the newsletter…

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May 2020 Client Journal

‘Stay invested – stay with the plan’ is a common reassurance that advisors give their clients during market turmoil, like that which has flowed from the coronavirus crisis. But is it the right advice to be giving today? Is the ‘plan’ you suggest they stick with still suitable for them? Suitability is highly individual, so…

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April 2020 Client Journal

We are living at the sharp-end of financial planning right now. There has never been a more important time to be a financial advisor, using the processes of suitability to ensure the best possible outcomes for your clients. Many will have experienced dramatic changes in their circumstances. They need your help. This month we update…

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March 2020 Client Journal

The role of a financial advisor is changing from an ‘expert with the answer’ to a collaborator with a process that will help a client to make a good financial decision. It’s a new era of advice which calls for new suitability-based processes and technology tools. PlanPlus Global to Join Morningstar Morningstar, a global firm…

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February 2020 Client Journal

Do clients really understand what you are telling them when you talk about probability and risk? Maybe not, with many people having a low ‘risk literacy’ which inhibits their abilities to make accurate forecasts and good judgements. Meanwhile, we examine five investor behaviours that undermine financial plans — and advisors may be as guilty as…

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January 2020 Client Journal

Welcome to 2020! Last year was very significant for suitability in financial advice with new rules passed in Canada, the United Kingdom and Australia – we wrap up all of those changes for you this month. And, a warning about the potential perils that await investors seeking better-than-market returns as we contemplate yet another low-yield…

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November 2019 Client Journal

We are excited this month to invite you to tour and try out the latest component in the SuitabilityPro product suite – ProPlanner… Meet The New ProPlanner ProPlanner is our newest evolution in comprehensive goal-based financial planning software and is now available for a free 30-day trial. ProPlanner builds on our well-known Planit software, to assist advisors in…

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Risk Profiling & Investment Proposal

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PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler, ProPlanner (Canada only) and ProTracker. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives.

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