Financial Services Watchtower Report – July

The July edition of the FinaMetrica Watchtower Report by Paul Resnik focuses on anxiety and uncertainty found within the financial services sector. A must read!

The MFPYA 2018 competition is open

FOR IMMEDIATE RELEASE   Kuala Lumpur, MALAYSIA, Feb 1, 2018 – PlanPlus announced the launch of its fourth annual Malaysia Financial Planner of the Year Award (MFPYA) competition. The competition was initiated in order to further enhance the level of professionalism within the Malaysian financial planning community. Our goal was to continue to raise the standards for advisors to ensure that clients receive higher quality advice from their advisors. “Supporting organizations play a large role in the process as we are dependent on them to get the word out to their members,” said John Page, Awards Chair. “This year’s awards are supported by our founding sponsor, the Financial Planning Association of Malaysia (FPAM), as well as the Malaysian Financial Planners and … Continued

The 2017 PlanPlus Global Financial Planning Awards Winners are Announced

FOR IMMEDIATE RELEASE   Toronto, Ontario, CANADA, Aug 22, 2017 – PlanPlus is proud to announce the winners of the 2017 Global Financial Planning Awards, with Jason Pereira of Toronto, Canada placing first for the Americas region, Thayn Niemand of South Africa coming out on top for Asia and Ricardo van Doormalen from The Netherlands winning for Europe/Australia. The PlanPlus Global Financial Planning Awards were launched five years ago to increase the recognition of the important role played by financial planning around the world. Top financial planners from three global regions – the Americas, Asia and Europe/Australia – are recognized. Competitors submit a written financial plan that has been presented to an actual client and which clearly shows the delivery … Continued

PlanPlus and FinaMetrica Merge

        7 August 2017 JOINT PRESS RELEASE   PlanPlus of Toronto, Canada and FinaMetrica of Sydney, Australia are delighted to announce their merger, effective 1st August 2017. The merged entity is called PlanPlus Global, but the globally recognized PlanPlus and FinaMetrica brands will also continue to offer their world-leading products on a stand-alone basis. Each is a recognized international leader in its market – PlanPlus for its innovative multi-currency, multi-jurisdiction financial and investment planning software and FinaMetrica for its proven personal financial risk tolerance measurement tools. The merger means that PlanPlus Global can now offer an integrated solution – around evidence-based investment suitability – to banks, investment managers and financial advice enterprises who want to build robust, … Continued

PlanPlus Announces Data Aggregation Integration with Ndex Systems Inc.

FOR IMMEDIATE RELEASE   TORONTO, Canada, July 7, 2017 – Ndex Systems Inc. and PlanPlus are pleased to announce a fully integrated solution that allows clients to combine the power of PlanPlus Planit as a financial planning tool with the versatility of Ndex’s portfolio management platform. Ndex is a comprehensive, secure platform that delivers an all-in-one solution including portfolio management, trade order management, rebalancing, reporting, client relationship management and many other functions. With a powerful data aggregation capability that can pull in a client’s financial data from virtually any source, the platform is designed to support the full wealth management lifecycle in a single system. When PlanPlus Planit is added for the delivery of financial planning advice, advisors will have an … Continued

FinaMetrica Newsletter – June 2017

FinaMetrica’s June Newsletter provides readers with information on unsuitable investments. Paul Resnik in the feature article – When Investments Don’t Fit Properly argues that poor investment suitability is the underlying cause of most financial advice scandals. Other article include Using Risk Tolerance in Every Day Decisions, and Investing Stereotypes of Women Are Wrong, View Newsletter

Interview – Advisors lack framework for risk tolerance assessment

Shawn Brayman, PlanPlus President & CEO was interviewed by Investment Executive during CIFPs 2017 conference in Ottawa. Shawn discusses the lack of consistent standards in how advisors assess a client’s risk tolerance, and explains why common guidelines need to be defined within the profession. View interview –

FinaMetrica Newsletter – April 2017 Edition

FinaMetrica’s April Newsletter provides readers with information on how to deal with the coming market crash, adding value for clients, and clears up misconceptions about risk tolerance in general. This issue also warns advisors that the flashiest software is not always best for giving good advice to clients and that advisors need to be discerning when choosing their tools. And of course, congratulations to FinaMetrica on being recognized by it’s users as the highest ranked risk tolerance assessment tool in the 2017 software survey. View Newsletter

The third annual Malaysia Financial Planning Award competition opens

FOR IMMEDIATE RELEASE PlanPlus announces opening of the 2017 Malaysian Financial Planner of the Year Award Kuala Lumpur, MALAYSIA, February 15, 2017 – PlanPlus announced the launch of its third annual Malaysia Financial Planner of the Year Award (MFPYA) competition. The competition was originally initiated in order to boost the level of professionalism within the Malaysian financial planning industry. Our goal was to raise the standards for advisors to ensure  that clients receive higher quality advice from their advisors. “Supporting organizations play a large role in the process as we are dependent on them to get the word out to their members,” said John Page, Awards Chair. “This year’s awards are supported by our founding sponsor, the Financial Planning Association … Continued

PlanPlus announces opening of second annual Canada Financial Planning awards

FOR IMMEDIATE RELEASE PlanPlus launches the second annual Canada National Financial Planning Awards competition Toronto, CANADA, February 15, 2017 – PlanPlus announced the launch of the second annual PlanPlus Canada National Financial Planning Awards competition honouring top financial planners throughout Canada. This year the winners of the competition will be recognized at the 15th annual Canadian Institute of Financial Planners (CIFPs) conference in Ottawa, and will then move on to the PlanPlus Global Financial Planning Awards competition. The Canadian winner will then compete against planners from North and South America. The CIFPs is the founding sponsor of the Canadian competition and is once again joined in sponsorship by both the Institut Québecois de Planification Financière and the Institute of Advanced … Continued

FinaMetrica launches new webinar series

FinaMetrica has launched a new webinar series. Working with FinaMetrica’s Risk and Return Guides is the first topic of the series. Click here to view the webinar.

FinaMetrica Newsletter – January Issue

In this issue you will learn more about Financial Risks for Older Women, and designing portfolios that ensure you reach your goals without losing sleep over the risks. And finally, view our recent podcast on Auditing Risk Profiling Systems.  Read more in FinaMetrica’s January Newsletter.

FinaMetrica Newsletter – September Issue

Check out Finametrica’s new guide – The Language of Risk.The guide is designed help the financial services industry focus on how risk is described and put into context for clients. Read more in FinaMetrica’s September newsletter.

FinaMetrica Newsletter – April 2016

This month FinaMetrica announces the launch of a their new Service Portal. The portal makes it even quicker and easier for you to interact with your clients. The newsletter also covers the findings of Rui Yao, associate professor of personal financial planning at MUA. Find out more about How ‘Winning” Can Make You a Loser! The newsletter also covers the Art & Science of Risk Profiling providing you with more information on why investment suitability is the foundation of good financial advice, and finally, take a looks at the podcast by FinaMetrica’s Paul Resnik exploring the changes in investing behaviour since the recession of 2008. Read newsletter

Anja Schuhmacher wins PlanPlus draw at Berlin Financial Planner Forum

    Anja Schumacher of Deutsche Bank won the draw for our bottle of Canadian single malt scotch at last week’s Berlin Financial Planner Forum. Prosit Anja! PlanPlus would like to congratulate and thank Thomas Abel and network financial planner e.V. for organising a very informative and interesting conference. We look forward to seeing all the participants again next year.

FinaMetrica Newsletter November 2015

FinaMetrica’s November newsletter unveils a dramatic new report on the Robo Revolution. The newsletter also examines whether robo technology is advanced enough to meet client interests. Read more …

German Financial Planning Competition Announced

FOR IMMEDIATE RELEASE National German Financial Planning Competition Announced for 2016 Berlin, GERMANY, November 20, 2015 –PlanPlus Inc. announced the launch of a national German Financial Planning Awards competition starting in 2016 during today’s Financial Planner Forum in Berlin, organized by network financial planner e. V. Interested planners must submit a financial plan based on a real client case (with the permission of that client), which will be reviewed by a panel of qualified judges. Each submission will be judged based on the advisor’s recommendations to their client in order to help them reach their goals and objectives, while keeping the client’s best interests at the forefront. PlanPlus has sponsored a Global Financial Planning Awards competition for the past 3 … Continued

FinaMetrica Newsletter – April 2015

FinaMetrica’s April Newsletter provides advisors with information on how they can better prepare for a market correction. Also included in this newsletter is information from Michael Kitces on the usefulness of the technology being used by robo-advisors, and information on the Global Financial Planning Awards.

Here’s What an Award Winning Financial Plan Looks Like

Alexandra Macqueen’s Globe & Mail article covering the highlights of the 2015 Global Financial Planning Americas region competition. Find out what you need to do to create an award winning plan! Read full article

Risk Profiling Research Project

Toronto, CANADA, June 29, 2015 – The Investor Advisory Panel, the independent committee established by the Ontario Securities Commission, selected PlanPlus Inc. to carry out independent and objective research regarding investor risk tolerance assessment practices that identifies current approaches in Canada and compares them with international best practices and approaches. PlanPlus is leading a team of Canadian and international research, legal and practice area experts to review current practices by firms in Canada; an academic literature review; a global regulatory review and more. PlanPlus will review current Canadian firm practices under terms of confidentiality that ensure that no firms or individuals will be identified in public reports or research communications. IAP members and OSC staff will not have access to … Continued

FinaMetrica Newsletter – June 2015

FinaMetrica June’s Newsletter examines the “Bucket Shop” approach to retirement planning. Also highlighted is a survey of advisors revealing that limiting client choices may result in better investment outcomes. Also covered in this newsletter of a reivew of FinaMetrica Plus, an upgraded tool that has extensive built-in asset allocation mappings functionality. The final section covers research that suggests women investors routinely outperform men.

Beat the Robo-Advisor Competition

Investment Executive interview with Shawn Brayman during the CIFPs Conference in Vancouver discussing how to outsmart robo-advisors by focusing on areas where you can add value. Watch video

Compete With Robo-Advisors

Interview by Investment Executive reporter where PlanPlus President Shawn Brayman discusses how advisors can compete against the robo-advisor. Learn more about our Gen III white label robo advisor built on best practices!   Read article