PlanPlus Global
411 Richmond St. East, Suite #203 M5A 3S5 Toronto, ON, Canada

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. https://hubs.ly/H0CMV0s0

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. https://hubs.ly/H0CMV0c0

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. https://hubs.ly/H0CN0l70

While reported willingness to take risk decreased since the market volatility of 2020, little has changed in objective risk tolerance https://hubs.ly/H0x_Jwf0

Enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through PlanPlus Global’s SuitabilityPro platform. https://hubs.ly/H0vXvsf0