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Latest News
Five Fintechs Garner Accolades from CIX Startup Awards Ahead of Summit
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
January 2, 2025
Wealth Management
Artificial Intelligence is Democratizing Financial Advice and Enabling Advisors to Scale
September 27, 2024
The Globe and Mail
Ranking Canada’s Top Growing Companies of 2024
December 4, 2024
Business Wire
Conquest Planning Surpasses 1 Million Plans Created, Selected as Top Innovator in Manulife and World Economic Forum’s Prospering in Longevity Challenge
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Media
Conquest Planning with Brad Joudrie and Ken Lotocki | E267
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
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