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

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

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.

PlanPlus Inc. launches miPlanPlus – a major breakthrough in online advice

    FOR IMMEDIATE RELEASE Las Vegas, USA, November 3, 2016 – PlanPlus is delighted to announce the launch of miPlanPlus – the first Generation III white-labeled Robo advisor that fully integrates current financial services industry best practices. An innovative provider of financial and investment planning software currently used in 30 countries around the world, PlanPlus is proud to be partnering in this endeavour with FinaMetrica – the acknowledged leader in the field of psychometric risk profiling. PlanPlus has been carefully monitoring trends in the Robo space for some time, and has identified shortcomings of the existing offerings which, when properly addressed, will produce an online advisory platform that delivers significant benefits to both individual investors and the financial institutions … Continued

Academy of Financial Services (AFS) Announces Two Best Paper Awards

FOR IMMEDIATE RELEASE Las Vegas, NV, Oct 20, 2016 – The Academy of Financial Services held its 31st annual meeting at Harrah’s Las Vegas where they announced two “Best Paper Awards”. Jeff Camarda was awarded the PlanPlus Best Paper Award for his Draft PhD Dissertation from the American College for his research on “Do Financial Advisory Designations such as CFP®, ChFP® and CFA® Connote Lower FINRA Misconduct?” The AFS Conference is the premiere academic conference in the personal finance sector with over 120 attendees and research papers from institutions in the US, Canada, Europe, Scandinavia, South East Asia and New Zealand. Best Paper Awards are based on “blind” or “double-blind” assessment criteria where a panel of judges evaluates the papers … Continued

Award Winning Research Published in Journal of Financial Planning

Shawn Brayman and co-author Larry Frank Sr.’s award winning research paper was published in the November edition of the Journal of Financial Planning. The paper entitled “Combining Stochastic Simulations and Actuarial Withdrawals into One Model” was recently awarded the Academy of Financial Services – CFP Board Award for Best Retirement Planning Research. View paper  

PlanPlus President receives additional research award

Shawn Brayman and co-author Larry Frank Sr. received the AFS-CFP Board Award for Best Retirement Planning Research while attending the Academy of Financial Services Annual Meeting. The paper, “Combining Stochastic Simulations and Actuarial Withdrawals into One Model” will be published in the November issue of the Journal of Financial Planning.

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.

PlanPlus announces 2016 Global Financial Planning Awards Winners

Toronto, Ontario, CANADA, Aug 10, 2016 – PlanPlus announces the winners of the 2016 Global Financial Planning Awards, with Rose Swanger from Tennessee taking the honors for the Americas region, Ann Marie Regal of Singapore coming out on top for Asia and David Reed from Australia winning for Europe/Australia. The PlanPlus Global Financial Planning Awards were launched four years ago to recognize the importance of financial planning in our society. Top financial planners from three global regions – the Americas, Asia and Europe/Australia – are recognized. Competing planners must submit a written financial plan that has been developed and presented to an actual client and which clearly shows the delivery of outstanding financial advice focused exclusively on the client’s best … Continued

Risk-Testing Portfolio’s May Help Win Clients

Here is the latest news from FinaMetrica. This month highlights findings from Bob Vere’s case study testing of two FinaMetrica integrations. Be sure to read the article on Compliance Becomes a Boardroom Issue to learn about Old World Compliance vs. New World Compliance. Also covered in this edition are – Digital Technology Should Make Decisions Easier, The Problems with Unscientific Psychological Tests, and New FinaMetrica Mappings. July Newsletter  

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! https://www.riskprofiling.com/blog/July-2016/watchtower.

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

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

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.