Press + Media

Latest News

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

June 26, 2025

RIA Channel

Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale

July 21, 2025

RIA Channel

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice

June 23, 2025

Advisor.ca

Conquest Planning secures $110 million in financing

April 2, 2025

Lorne Rubis

Culture Talks: How to Build a Thriving Remote Culture with Stacie Calder

October 15, 2024

IFA Magazine

Conquest and PlannrCRM partner up to optimise planning workflows for advisers

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