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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
May 12, 2023
Wealth Professional
Wealthsimple partnership 'proof that traditional advice is evolving'
May 3, 2023
Wealth Professional
Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy
September 19, 2022
Wealth Professional
Why the euphoria for fintech investment has fizzled out
July 21, 2021
Citywire Canada
Wealthtech firms spring into action as CFR rules take effect
December 2, 2025
Wealth Professional
New Conquest CEO looks to the firm's future
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
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