PlanPlus Global

EMPOWERING SUITABILITY
with Award-Winning Technology

[PlanPlus Global @PlanPlusGlobal]

Enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through PlanPlus Global’s SuitabilityPro™ platform. https://t.co/0ZPGLjr9GK

[PlanPlus Global @PlanPlusGlobal]

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. https://t.co/lvZjIikYr0

[PlanPlus Global @PlanPlusGlobal]

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. https://t.co/n9eRg7cYSR

[PlanPlus Global @PlanPlusGlobal]

Christine Benz & Jeff Ptak interviewed Tim Mauer, of 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: https://t.co/hjLqmDj0Q6

[PlanPlus Global @PlanPlusGlobal]

We're excited to share that FinaMetrica 10-question RTQ & Suitability Score is now available in Morningstar’s Investment Planning Tool (IPT) for Advisor Workstation and our Enterprise Components channel for integration to 3rd-party platforms: https://t.co/HuKI7iqVyN

[PlanPlus Global @PlanPlusGlobal]

While reported willingness to take risk decreased since the market volatility of 2020, little has changed in objective risk tolerance https://t.co/kjbVZHryVA

[PlanPlus Global @PlanPlusGlobal]

Enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through PlanPlus Global’s SuitabilityPro™ platform. https://t.co/lzNWRrtwDX

[PlanPlus Global @PlanPlusGlobal]

Morningstar's award-winning paper reveals self-reported investing goals are insufficient and share how to have better financial planning conversations. https://t.co/mPmR86alpw

[PlanPlus Global @PlanPlusGlobal]

The FinaMetrica Risk Profiling Toolkit provides advisers with a six-step process that can lead to their clients' properly informed commitment. https://t.co/YV84KwGLhX

[PlanPlus Global @PlanPlusGlobal]

Morningstar drills into how clients’ expectations of their advisors have changed and how advisors can respond. https://t.co/w5wQZWNAr8

[PlanPlus Global @PlanPlusGlobal]

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. https://t.co/Tu35Lek46x

[PlanPlus Global @PlanPlusGlobal]

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. https://t.co/4cmAAQWyG5

[PlanPlus Global @PlanPlusGlobal]

During these troubling times, financial advisors can use behavioral coaching tactics to help their clients manage their emotions and avoid making rash decisions. https://t.co/N5bGBlZ6qS

[PlanPlus Global @PlanPlusGlobal]

In a normal world a financial plan is, usually, the plan that is going to be followed. But in a fast-changing world, a more flexible and nimble approach may be required. https://t.co/VmAEthjUwm

[PlanPlus Global @PlanPlusGlobal]

Illiquidity is like an iceberg — the biggest threat is often hidden. But a worrying number of assets are being exposed as having liquidity problems. https://t.co/D1HaIzTKLR

[PlanPlus Global @PlanPlusGlobal]

Does severe market volatility change clients’ risk tolerance? It does not! Nicki Potts at Morningstar, shares historical data that shows FinaMetrica risk scores across the globe remain relatively stable through stock market volatility. https://t.co/X9d57nx9cn

[PlanPlus Global @PlanPlusGlobal]

What is the true risk profile of that investment? Has it done what you expected during the current crisis? https://t.co/YbUYy0oWrD

[PlanPlus Global @PlanPlusGlobal]

FinaMetrica is a powerful tool that goes far beyond the risk tolerance test. See how risk tolerance relates to investment decisions to have critically conversations with clients. 29th May 10am AEST https://t.co/ip2Y0NXcLJ

[PlanPlus Global @PlanPlusGlobal]

FinaMetrica is a powerful tool that goes far beyond the risk tolerance test. See how risk tolerance relates to investment decisions to have critically conversations with clients. 26 May 10am ET US / 3pm UK https://t.co/1Vq4LSl55m

[PlanPlus Global @PlanPlusGlobal]

PlanPlus Global, is proud to be included in the Global WealthTech100 list, which recognizes the top 100 companies transforming the global investment and banking industries. Thank you to our employees and to all our clients for placing their trust in us. https://t.co/6AlJnoWbyV