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Latest News

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

September 13, 2024

Wealth Professional

Raymond James adds AI-driven financial planning tool

September 12, 2024

Business Wire

Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized Advice

August 30, 2024

Business Insider

MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice

August 21, 2024

The Globe and Mail

The secret weapon financial planners can use to settle all your retirement worries

August 13, 2024

Advisor Engine

Tom Burmeister: The evolution of financial advice

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning with Brad Joudrie and Ken Lotocki | E267

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans

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