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Latest News

Conquest Planning Surpasses 1 Million Plans Created, Selected as Top Innovator in Manulife and World Economic Forum’s Prospering in Longevity Challenge

June 16, 2025

World Economic Forum

How AI is making financial advice more accessible

April 2, 2025

Lorne Rubis

Culture Talks: How to Build a Thriving Remote Culture with Stacie Calder

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

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