03 March 2020
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“These capabilities will only become more important as planning grows more central to the value advisers deliver to clients and as the industry puts more focus on ensuring investments plans are best suited for each client’s unique goals and circumstances" - Morningstar's Scott Mackenzie.
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,...
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