Conquest Planning | Investment Executive https://www.investmentexecutive.com/tag/conquest-planning/ Canada's news source for financial professionals Fri, 10 Apr 2026 19:01:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Conquest Planning | Investment Executive https://www.investmentexecutive.com/tag/conquest-planning/ 32 32 Industry moves: New execs join SLI, Focus Wealth, CI Financial and Conquest https://www.investmentexecutive.com/news/industry-moves-new-execs-join-sli-focus-wealth-ci-financial-and-conquest/ Fri, 10 Apr 2026 18:48:18 +0000 https://www.investmentexecutive.com/?p=536058 Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named

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]]> Two financial planning software programs offer new tools https://www.investmentexecutive.com/news/industry-news/two-financial-planning-software-programs-offer-new-tools/ Fri, 03 Apr 2026 10:00:18 +0000 https://www.investmentexecutive.com/?p=534731 Conquest, Friedmann AI add features like large language model data migration, insurance quotes

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