Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

With Conquest’s technology, advisors at CI Assante, CIPW and Aligned Capital Partners can build sophisticated, personalized financial plans that complement their investment strategies Conquest’s ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

PlanHappy will support Financial Planners and Advisers with a range of back-office, training and business support services TEESSIDE, UK, February 9, 2024 ...

SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial planning software for financial advisors, today announced a new offering to support advisors migrating ...

Abhishek shares details on how AI is helping pivot the role of financial planners from analyst to strategic advisor and assisting CFOs in making better decisions. He also shares actionable strategies ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced an integration ...

The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...