Presse + Médias

Dernières nouvelles

Anthropic promises to disrupt financial services, Conquest CEO adds context

April 9, 2026

Business Wire

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

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

Advisor.ca

Conquest Planning secures $110 million in financing

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