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Dernières nouvelles

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

December 2, 2025

Wealth Professional

New Conquest CEO looks to the firm's future

December 2, 2025

Business Wire

Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning

October 23, 2025

CB Insights

Fintech 100: The most promising fintech startups of 2025

October 23, 2025

The Globe and Mail

Meet the Technology Fast 50

October 16, 2025

Business Wire

Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial 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

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

Business Wire

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families

October 10, 2024

Business Wire

FÉRIQUE renforce son engagement à offrir un service client personnalisé grâce à un partenariat avec Conquest Planning

September 17, 2024

Business Wire

Patrimoine Manuvie et Conquest Planning offrent aux conseillers des outils de planification financière personnalisés

September 12, 2024

Business Wire

Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized Advice

August 30, 2024

Business Insider

MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice

August 21, 2024

The Globe and Mail

The secret weapon financial planners can use to settle all your retirement worries

August 13, 2024

Advisor Engine

Tom Burmeister: The evolution of financial advice

June 20, 2024

Wealth Management

Democratizing Access to Advice

June 7, 2024

Investment News

Canadian fintech Conquest boosts AI-powered financial planning platform

June 5, 2024

Wealth Professional

Conquest unveils powerful AI tools to elevate financial planning

June 4, 2024

Wealth Management

Conquest Planning Upgrades Its Strategic Advice Manager

June 4, 2024

Business Wire

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights

May 10, 2024

Benefits Canada

How DC plan sponsors can take the guesswork out of retirement planning

April 16, 2024

Business Wire

Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada

February 15, 2024

Wealth Professional

Conquest Planning’s best practices for tech and change management

March 15, 2024

Financial Planning

Brad Joudrie of Conquest Planning on making advice accessible

March 11, 2024

Celent

Wealthtech Startups to Watch: How Conquest Planning is Bringing AI to the Forefront of Financial Planning

March 5, 2024

Assiniboine Community College

Assiniboine College Business Students Gain Access to Conquest Planning's AI-Powered Technology Platform

December 18, 2023

Wealth Solutions Report

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

November 13, 2023

Conquest Planning

Conquest Solves for Advisor Behaviours That Turn Clients Off

October 10, 2023

Fintech

Lone Canadian Firm Ranks Among World’s Most Promising Fintechs

October 4, 2023

Business Wire

Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

September 28, 2023

LinkedIn

LinkedIn Top Startups 2023: The 15 Canadian companies on the rise

September 12, 2023

Wealth Professional

What's behind the Conquest-CapIntel partnership?

September 7, 2023

Business Wire

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

August 30, 2023

Business Wire

Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice

August 17, 2023

Business Wire

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

June 14, 2023

Red River College Polytech

Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software

June 28, 2023

Financial Planning

Will giving clients access to ChatGPT tools bring more of them to advisors?

October 25, 2022

Wellington-Altus

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

October 6, 2022

BNY Mellon Pershing

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

May 16, 2023

Think Advisor

The Financial Advisor’s Caddy: AI-Based Planning

May 12, 2023

Wealth Professional

Wealthsimple partnership 'proof that traditional advice is evolving'

May 11, 2023

Business Wire

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

May 3, 2023

Wealth Professional

Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy

April 21, 2023

RBC

RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors

March 24, 2023

Advisor's Edge

Fintech in focus: Conquest Planning

March 13, 2023

Conquest Planning

Consumer Duty – How Conquest Can Help You Prepare

February 15, 2023

Wealth Professional

Five years after inception, Conquest continues with hyper-growth focus

February 14, 2023

Ortec Finance

Conquest Planning chooses Ortec Finance to further enhance it's market leading financial planning platform

February 9, 2023

Wealth Professional

Conquest eyes further growth after big players invest

February 8, 2023

Financial Planning

NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly

February 7, 2023

Wealth Management

Conquest Planning Secures $17.8M in Series A Funding

February 7, 2023

Fintech

Conquest Planning Secures $24 Million Series A to Power International Expansion

February 7, 2023

Citywire Canada

NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY

February 7, 2023

Business Wire

Conquest Planning Closes $24 Million Series A Raise

December 22, 2022

Professional Adviser

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

December 1, 2022

Professional Paraplanner

FTRC assesses new financial planning system Conquest

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