July 22, 2020—PlanPlus Global, a Morningstar company, announced the winners of the 2020 Canadian Financial Planning Awards competition, which recognizes excellence in the financial planning profession. The competition was launched in 2013 to help increase awareness and understanding of the important role played by financial planners in Canada. The competition...
PlanPlus Global, a Morningstar company, is proud to be included in the 2020 Global WealthTech100 list, which recognizes the top 100 companies transforming the global investment and banking industries. Thank you to our employees for your unbelievable work and to all our clients for placing their trust in us. Read...
"Bear markets beget portfolio losses, unhappy clients and, sadly, lawsuits against advisors. If you relied on any of the popular risk tolerance products to construct that portfolio, here’s how you are likely to fare under the careful scrutiny of an arbitrator." -Bob Veres Discover how FinaMetrica and the SuitabilityPro features...
On April 3, 2020, Morningstar, Inc. completed its acquisition of PlanPlus Global, combining PlanPlus Global’s financial planning tools with Morningstar's mission to empower investor success through the advisor ecosystem. Morningstar’s research-driven culture, trusted brand, and investment planning capabilities combined with PlanPlus Global’s financial planning and risk tolerance profiling tools, will...
How advisers invest: Belmayne Independent Chartered Financial Planners partner Jon Stevens discusses the company’s approach to investment management. Could you explain your approach to investment management: in-house, outsourced or a combination of both? We outsource our investment management. A few years ago, I spent a lot of time picking the...
Today, Morningstar, a global firm specialising in independent investment research, information, and technology, announced plans to acquire PlanPlus Global. This includes our full product suite, which is comprised of FinaMetrica Profiler, a global risk-profiling tool renowned around the world, our financial planning solution ProPlanner (formerly Planit) and ProTracker, our powerful...