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.

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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