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,...
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Ian Jensen-Humphreys joins as portfolio manager
Advice firm saves cricket club from folding during lockdown and other good news stories of the week…
Supporting local business
PIMFA Virtual Fest
Record outflows in March
Died from motor neurone disease