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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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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....