independent investment research

March 4, 2020

Morningstar to Acquire Software Provider PlanPlus Global

Morningstar, Inc., a leading provider of independent investment research, today announced it has reached an agreement to acquire PlanPlus Global, a financial-planning and risk-profiling software firm […]
September 10, 2019

Morningstar Launches Goal Bridge to Help Improve Investor Outcomes

Morningstar, Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and […]