Plancorp’s Peter Lazaroff Recognized as a Young Advisor To Watch
Peter Lazaroff was named by Financial Advisor Magazine as a Young Advisor to Watch for his accomplishments in financial planning and investment advice. Read more…
Plancorp is thrilled to announce our strategic partnership with Prumentum Group, with whom we plan to launch a direct-to-consumer hybrid-robo financial planning platform.
The platform “evaluates a user’s entire financial picture to create a comprehensive and customized set of financial objectives. Together with Plancorp’s personalized financial guidance, this technology is aimed at inspiring clients to create and pursue their financial life goals while tracking progress every step of the way via the inclusive capabilities of a digital and interactive planning tool.”