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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
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
July 23, 2025
Business Wire
Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future
June 26, 2025
RIA Channel
Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale
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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