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Latest News
Revolutionizing Financial Planning
March 24, 2025
Wealth Management
Revolutionizing Financial Planning
March 20, 2025
Business Wire
Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada
March 6, 2025
Business Wire
CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software
February 7, 2025
Fintech
Five Fintechs Garner Accolades from CIX Startup Awards Ahead of Summit
February 6, 2025
Morningstar
CIX Summit, Powered by Elevate, Announces the 2025 CIX Startup Award Recipients
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Media
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
How Tech Is Transforming the Financial Services Industry with Stacie Calder
Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie
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