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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. ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...