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What is a Fiduciary? Dual Registration Can Make It Harder to Tell

Many successful investors know what a fiduciary is and want to work with an advisor who is legally required to put clients’ interests first. But even people who understand the value of a fiduciary might be surprised to learn that not all fiduciaries are the same.  The differentiator? Dual Read more…

What Does it Mean for an Investment Advisory Firm to be CEFEX Certified?

Ever wonder what goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in their industry. The standards include specific criteria which have been substantiated by regulation or Read more…

5 Ways Our Firm is Adapting So We Can Still Offer Internships

This piece is not taking aim at anyone. I understand that because of the coronavirus and the related economic upheaval, some businesses are being forced to cut staff or even close their doors. I know how gut-wrenching that is. However, I’m hearing from some students that the internships they Read more…

Plancorp’s Response to COVID-19 Challenges

Friends of Plancorp: Thank you for your support over the last two months. We miss seeing you in person, but we are grateful to be able to continue working with you remotely. Your flexibility and understanding have helped us maintain our high standards of service and security. Read more…

What Designations Should Your Financial Advisor Have?

A version of this post was originally authored by Peter for Forbes. Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to Read more…

Staying the Course in Turbulent Times: Apollo Lupescu

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.” Read more…

The Benefits of Being in The Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

What is the Global Association of Independent Advisors™ (GAIA)

I, and subsequently Plancorp,  was the founding member of The Global Association of Independent Advisors™ (GAIA). The association consists of a group of firms from around the world that all serve as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, Read more…

Plancorp's CEO on Employee Development & Succession Planning

    At a recent TD Ameritrade conference, I discussed Plancorp's proactive approach to adopting new technology, as well as our partnership with BrightPlan.  Read more…

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