POWERED BY MOMENTUM MEDIA
PLANPLUS GLOBAL
People & Products
Morningstar is to acquire Canadian financial planning and risk-profiling software firm PlanPlus Global....
Funds management
Questions are being raised about funds holding illiquid assets after the suspension of a £3.7 billion fund run by Neil Woodford. ...
People & Products
FinaMetrica and PlanPlus have formally rebranded to PlanPlus Global following their merger last year and revealed details of a new product suite. ...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...