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Latest News

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

March 25, 2026

Financial Advisor

Four Common Misconceptions Financial Advisors Have About AI

February 12, 2026

Investment News

Human advisors still essential amid AI revolution, say fintechs

June 23, 2025

Investment News

Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice

June 23, 2025

Wealth Professional

Goldman, Citi, and other US giants back Canadian fintech in funding round

June 23, 2025

Barron's

Goldman Sachs, Citi Bet on AI in Financial Advice With Investment in Start-up Conquest

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