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

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

        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

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’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

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 – http://www.investmentexecutive.com/-/cifps-2017-advisors-lack-framework-for-risk-tolerance-assessment

PlanPlus is a 2017 Wealth Management Awards finalist under the Technology Providers category for both Digital Advertisors (Robo) and Risk Tolerance/Client Profiling solutions.

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 2017 Software User Survey from T3 in the United States lists FinaMetrica as the #1 user rated risk tolerance tool Find out more …

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

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 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.

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.