Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic partnership with Meridian Credit Union ...

Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional ...

Financial planners share their top retirement strategies, from utilizing Roth accounts to delaying Social Security to highlighting the value of a personalized financial plan.

Lexington, Kentucky, has a quirky new initiative that’s a testament to its equine history while drawing in visitors with personalized travel itineraries straight from the horse’s mouth.

Hospitality-sales trainer Ciara Feely led an IMEX America session on how both meeting planners and venue staff should ...