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Press + Media
Latest News
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
October 22, 2025
Wealth Professional
Conquest partners with credit union to launch AI-driven planning platform
October 21, 2025
Business Wire
Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning
October 16, 2025
Business Wire
Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners
September 26, 2025
The Globe and Mail
Ranking Canada’s Top Growing Companies of 2025
August 15, 2025
Wealth Management
The Transformation of Advisors from Wealth Managers to Life Planners
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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
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com