PlanPlus Global News & Events

Be informed by the latest news, insights and opinions on things that matter to the financial advice industry.

PlanPlus Global Media Coverage and Press Releases

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…

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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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Suitability - FinaMetrica Profiler

PlanPlus Global Launches “Next-Generation” Risk Assessment Software, SuitabilityPro™: FinaMetrica Profiler

PlanPlus Global today announces the launch of SuitabilityPro™: FinaMetrica Profiler – a new higher standard in assessing and evidencing the suitability of mapping investment products and services to people’s needs. FinaMetrica Profiler has been in development since August 2017, when PlanPlus, renowned for its financial planning software, and FinaMetrica, the world leader in risk tolerance…

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PlanPlus Global Blog

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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PlanPlus Global Articles and Whitepapers

What constitutes Professional Judgment?

Chartered Professional Accountants. A structured process by which preparers and auditors, with an appropriate level of knowledge, experience, and objectivity, can form an opinion.
To specify principles that regulators might use in challenging preparers’ judgments.

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PlanPlus Global Events

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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