Quarterly Client Journal Q4 / 2021

Welcome Back! We hope this email finds you well and enjoying the new season. In the spirit of new, you may have noticed the updated look and feel for our quarterly newsletter. In this issue, we continue our conversation around the definition, management, and benefits of risk. This past July,

July 2021 Client Journal

Welcome Back! We recently celebrated our one-year anniversary of PlanPlus Global joining the Morningstar family and are excited at all the work we’ve done. Going forward we will be updating the newsletter format to match the new look and feel you can see at Henceforth, this will be the

December 2020 Client Journal

FinaMetrica 10-Question RTQ Now Available in Morningstar’s Investment Planning Tool And As A Set Of Enterprise Components 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 Enterprise Components

September 2020 Client Journal

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

June 2020 Client Journal

Update to the PlanPlus Global Newsletter We would like to thank you for your continued readership and engagement and would like to make you aware of an update to the delivery schedule of the PlanPlus Global Newsletter. This June edition will be the last monthly update we share. Going forward,

May 2020 Client Journal

‘Stay invested – stay with the plan’ is a common reassurance that advisors give their clients during market turmoil, like that which has flowed from the coronavirus crisis. But is it the right advice to be giving today? Is the ‘plan’ you suggest they stick with still suitable for them?

April 2020 Client Journal

We are living at the sharp end of financial planning right now. There has never been a more important time to be a financial advisor, using the processes of suitability to ensure the best possible outcomes for your clients. Many will have experienced dramatic changes in their circumstances. They need

March 2020 Client Journal

The role of a financial advisor is changing from an ‘expert with the answer’ to a collaborator with a process that will help a client to make a good financial decision. It’s a new era of advice which calls for new suitability-based processes and technology tools. PlanPlus Global to Join

February 2020 Client Journal

Do clients really understand what you are telling them when you talk about probability and risk? Maybe not, with many people having a low ‘risk literacy’ which inhibits their abilities to make accurate forecasts and good judgements. Meanwhile, we examine five investor behaviours that undermine financial plans — and advisors

January 2020 Client Journal

Welcome to 2020! Last year was very significant for suitability in financial advice with new rules passed in Canada, the United Kingdom and Australia – we wrap up all of those changes for you this month. And a warning about the potential perils that await investors seeking better-than-market returns as

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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