Morningstar to acquire PlanPlus and FinaMetrica

Investment research company Morningstar is to acquire PlanPlus Global including FinaMetrica, an investment risk measuring system used by many Financial Planners with their clients.

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PlanPlus launches new Financial Planning fintech tool

PlanPlus Global has launched its new Financial Planner-focused fintech tool SuitabilityPro: FinaMetrica Profiler.

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Joint brand unveiled by FinaMetrica and PlanPlus

 

Financial Planning risk profile providers PlanPlus Global and FinaMetrica have launched a new joint brand identity and are developing new products one year after they merged.

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Trainee Financial Planner wins £2k study trip to South Africa

A young Financial Planning trainee has said he is thrilled to have won a £2,000 prize to fund a trip to the annual conference of South Africa's Financial Planning Institute in Cape Town.

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