Morningstar to acquire PlanPlus and FinaMetrica
- Tuesday, 03 March 2020
- Articles
Investment research company Morningstar is to acquire PlanPlus Global including FinaMetrica, an investment risk measuring system used by many Financial Planners with their clients.
Read more...PlanPlus launches new Financial Planning fintech tool
- Wednesday, 05 June 2019
- Articles
PlanPlus Global has launched its new Financial Planner-focused fintech tool SuitabilityPro: FinaMetrica Profiler.
Read more...Joint brand unveiled by FinaMetrica and PlanPlus
- Thursday, 27 September 2018
- Articles
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.
Read more...Trainee Financial Planner wins £2k study trip to South Africa
- Wednesday, 06 September 2017
- Articles
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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