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Latest News

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

December 22, 2022

Professional Adviser

Pricing, private equity and tech — where next for platforms in 2023?

July 21, 2021

The Globe and Mail

Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand

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

October 23, 2025

CB Insights

Fintech 100: The most promising fintech startups of 2025

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