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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…

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…

Peter Lazaroff Discusses Future Market Outlook on CNBC

I recently appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. Read more…

RIA Channel: Peter Lazaroff on Democratizing Financial Planning Advice

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image above. Read more…

What's the Deal with Bitcoin?

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Why We’re CEFEX-Certified Fiduciaries

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The Plancorp Difference

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Benefits of Having a CEFEX-Certified Advisor

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What Does It Mean to Be CEFEX Certified?

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