Press + Media

Latest News

Conquest Integrates Shaping Wealth's Lydia to Combine AI Expert System with Behavioral Intelligence

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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