Investment research provider MorningStar is set to acquire Canada-based software provider PlanPlus Global in a step to expand its financial planning capabilities.
Morningstar said it plans to add PlanPlus Global's financial planning solution tool ProPlanner to its suite of offerings in Canada, alongside continued support for its users worldwide. In addition,...
Deal was announced in June this year
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Positive and negative emotions
Acquired £1.25bn in AUM
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.