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Press + Media
Latest News
Anthropic promises to disrupt financial services, Conquest CEO adds context
May 12, 2023
Wealth Professional
Wealthsimple partnership 'proof that traditional advice is evolving'
May 3, 2023
Wealth Professional
Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy
July 21, 2021
Citywire Canada
Wealthtech firms spring into action as CFR rules take effect
December 2, 2025
Wealth Professional
New Conquest CEO looks to the firm's future
October 23, 2025
The Globe and Mail
Meet the Technology Fast 50
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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
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