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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
June 16, 2025
World Economic Forum
How AI is making financial advice more accessible
September 18, 2024
Wealth Professional
Manulife Wealth adds Conquest's financial planning platform for advisors
August 30, 2024
Business Insider
MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice
May 10, 2024
Benefits Canada
How DC plan sponsors can take the guesswork out of retirement planning
October 10, 2023
Fintech
Lone Canadian Firm Ranks Among World’s Most Promising Fintechs
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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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For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com