PlanPlus Global

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

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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.

Morningstar Takes A Leadership Role In Financial Planning Research Conferences - PlanPlus Global 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...

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.

This Is Your Brain On Uncertainty: How To Keep Your (Investment) Cool When The World's On Fire - PlanPlus Global 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...

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.

Financial Life Planning: Personal Finance Is More Personal Than It Is Finance  - PlanPlus Global 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...

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.

FinaMetrica 10-Question RTQ Now Available In Morningstar's Investment Planning Tool And As A Set Of Enterprise Components - PlanPlus Global 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...

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

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

Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots - PlanPlus Global 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...

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

FinaMetrica Risk Tolerance Score Mappings - PlanPlus Global 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...

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

Meeting Client Expectations in Uncertain Times - PlanPlus Global 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...

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: We’ve Gone Digital - PlanPlus Global 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...

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.

The Superiority of a Goals-based Approach to Risk Management and Financial Advice 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...