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Press + Media
Latest News
Anthropic promises to disrupt financial services, Conquest CEO adds context
March 5, 2026
Business Wire
Conquest Planning Previews Next Chapter of Compliance-First AI Innovation
December 2, 2025
Business Wire
Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning
November 10, 2025
Wealth Professional
Conquest CEO offers a realist's view on gen AI
October 30, 2025
Council of Canadian Innovators
CCI Welcomes Conquest Planning to Our National Network of Innovators
October 21, 2025
Business Wire
Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning
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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