PlanPlus Global

01/05/2021

Enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through PlanPlus Global’s SuitabilityPro™ platform.

TRIAL INFORMATION: TO ACCESS YOUR COMPLIMENTARY 30-DAY TRIAL(S) of SuitabilityPro (FinaMetrica Profiler™, ProPlanner™ and ProTracker) please scroll down to complete the form.

12/23/2020

Read Morningstar Director of Financial Planning, Shawn Brayman’s, recap of key 2020 academic conferences and award-winning financial planning research highlighted at these events.

Shawn Brayman, director of financial planning methodology, Morningstar. I know not everyone would rate academic conferences as one of their must do activities, but as 2020 winds to a close, I am thrilled with the role Morningstar played in continuing traditional thought leadership and picking up the...

12/21/2020

Is fear and uncertainty causing your clients to lose their cools? Check out some tips from Sarah Newcomb, Morningstar’s Director of Behavioral Sciences, on how to talk to clients out of short-term thinking when they are facing the unknown.

Sarah Newcomb, director of behavioral sciences, Morningstar. Uncertainty is everywhere, and uncertainty is stressful. In fact, human experiments have repeatedly shown that people tend to prefer even physical pain to the psychological stress of uncertainty. Financial uncertainty is especially stressf...

12/18/2020

Christine Benz & Jeff Ptak interviewed Tim Mauer, Director of Advisor Development for Buckingham Wealth Partners to discuss ways for advisors to understand what’s important to and motivates a client. Learn how Morningstar's behavioral science tools help with the process.

Morningstar’s Christine Benz, director of personal finance, and Jeff Ptak, head of manager research, interviewed Tim Mauer, the director of advisor development for Buckingham Wealth Partners, for Morningstar podcast, The Long View. Mauer coauthored The Ultimate Financial Plan: Balancing Your Money...

12/17/2020

We're excited to share that FinaMetrica 10-question RTQ, response readout, & Suitability Score is now available in Morningstar’s Investment Planning Tool (IPT) for Advisor Workstation and through our Enterprise Components channel for integration to 3rd-party platforms.

Jason Stipp, director of product management, financial planning, Morningstar. 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 Ente...

10/19/2020

While reported willingness to take risk decreased since the market volatility of 2020, little has changed in objective risk tolerance

09/22/2020

Morningstar's award-winning paper reveals self-reported investing goals are insufficient and share how to have better financial planning conversations.

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 fact, Ryan Mur...

09/17/2020

The FinaMetrica Risk Profiling Toolkit provides advisers with a six-step process that can lead to their clients' properly informed commitment.

Gain the tools you need to help guide your clients and facilitate the investment strategy selection process for Morningstar® Managed PortfoliosTM by matching clients' risk tolerance score to a fund. In doing so, you’ll be able to make an equal comparison between risk tolerance and investment risk...

09/15/2020

Morningstar drills into how clients’ expectations of their advisors have changed and how advisors can respond.

It's industry consensus that the landscape of financial advice is evolving—specifically, the role of the advisor in the eyes of the investor. In order to drill into what these changes are, and how advisors should prepare in response to them, we interviewed members of Morningstar’s Advisory Board...

09/08/2020

Morningstar’s Investment Conference on Sept 16-17, will feature sessions that highlight practical tools and tips on how advisors can help clients during uncertain times.

Morningstar's annual Investment Conference will take place as a digital event beginning Sept. 16–17, 2020. The event will be an immersive online experience that features all the key benefits you love about our flagship industry conference, bringing together industry leaders and investing experts t...

06/24/2020

Placing a client’s goals at its center maximizes the chance of getting both the plan right and making sure emotions are compatible over the long haul.

Jun152020 Professional financial advisors understand the importance of aligning clients’ risk tolerance with their long-term objectives. Unfortunately, the trade-off is too often an unacceptable compromise — reduce the objectives to stay within a client’s risk tolerance range or have the clien...