Knut Rostad's guest appearances

Knut Rostad

The Cannon Curve

The InvestmentNews Podcast

Megan Carpenter

David Hill

Dave Ramsey

Michael Kitces

Kevin Lee

Jenny Johnson

Kevin Scott

Charles Schwab

Hester Peirce

Rick Ferri

Ed Slott

Josh Brown

Ric Edelman

Daniel Crosby

Susan Robinson

OwlTail

Bruce and Jeff talk to Knut Rostad, co-founder and president of the Institute for the Fiduciary Standard, about what the institute has accomplished so far during what Knut terms “Fiduciary September.” Knut discusses what he sees as the dismal state of the SEC's Regulation Best Interest.Guest Bio: Knut A. Rostad co-founded and is president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education, and advocacy. Earlier, he served as the regulatory and compliance officer at Rembert Pendleton Jackson, a registered investment adviser in Falls Church, Virginia.The Institute for the Fiduciary Standard advances fiduciary principles and practices in investment and financial advice and planning. The Institute has established a national reputation as a leading voice for uncompromised fiduciary duties. The Institute Real Fiduciary™ Practices Board has promulgated practices to guide advisors on fiduciary conduct. These Real Fiduciary Practices serve as the Institute’s North Star. The Institute has also launched Fiduciary September to remind the industry why fiduciary duties matter. The Frankel Fiduciary Prize honors individuals for outstanding contributions to fiduciary principles. Rostad advocates before federal and state regulators. He has authored numerous articles, papers, and regulatory comment letters.Rostad is editor of The Man in the Arena: Vanguard Founder John C. Bogle and His Lifelong Battle to Serve Investors First, published by Wiley in December 2013. He is also a contributor to Advisor Perspectives; speaks frequently at industry conferences on fiduciary and compliance issues; and is regularly cited in media national and industry outlets. Rostad was named to Investment Adviser Magazine’s ‘IA 25’ list in 2014, which it calls “our annual list of the most influential people in and around the advisor industry.”

Bruce and Jeff talk to Knut Rostad, co-founder and president of the Institute for the Fiduciary Standard, about what the institute has accomplished so far during what Knut terms “Fiduciary September.” Knut discusses what he sees as the dismal state of the SEC's Regulation Best Interest.Guest Bio: Knut A. Rostad co-founded and is president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education, and advocacy. Earlier, he served as the regulatory and compliance officer at Rembert Pendleton Jackson, a registered investment adviser in Falls Church, Virginia.The Institute for the Fiduciary Standard advances fiduciary principles and practices in investment and financial advice and planning. The Institute has established a national reputation as a leading voice for uncompromised fiduciary duties. The Institute Real Fiduciary™ Practices Board has promulgated practices to guide advisors on fiduciary conduct. These Real Fiduciary Practices serve as the Institute’s North Star. The Institute has also launched Fiduciary September to remind the industry why fiduciary duties matter. The Frankel Fiduciary Prize honors individuals for outstanding contributions to fiduciary principles. Rostad advocates before federal and state regulators. He has authored numerous articles, papers, and regulatory comment letters.Rostad is editor of The Man in the Arena: Vanguard Founder John C. Bogle and His Lifelong Battle to Serve Investors First, published by Wiley in December 2013. He is also a contributor to Advisor Perspectives; speaks frequently at industry conferences on fiduciary and compliance issues; and is regularly cited in media national and industry outlets. Rostad was named to Investment Adviser Magazine’s ‘IA 25’ list in 2014, which it calls “our annual list of the most influential people in and around the advisor industry.”

Celebrating Fiduciary September with Knut Rostad

Jeff and Bruce talk to Knut Rostad, president of the Institute for the Fiduciary Standard, about the SEC's revisions to Form CRS and the complications that it's added to defining the term 'fiduciary.' Knut explains the purpose of the form and its very limited coverage of the fiduciary experience. The guys debate the significance of the fiduciary label, asset-based pricing vs. fee-based pricing, and the importance of transparency around fees. Related Article: Fiduciary advocates raise alarm about SEC limits on term ‘fiduciary’Guest Bio: Knut A. Rostad, MBA, co-founded and is president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education and advocacy. Earlier, he served as the regulatory and compliance officer at Rembert Pendleton Jackson, a registered investment adviser in Falls Church, Virginia.

Jeff and Bruce talk to Knut Rostad, president of the Institute for the Fiduciary Standard, about the SEC's revisions to Form CRS and the complications that it's added to defining the term 'fiduciary.' Knut explains the purpose of the form and its very limited coverage of the fiduciary experience. The guys debate the significance of the fiduciary label, asset-based pricing vs. fee-based pricing, and the importance of transparency around fees. Related Article: <a href="https://www.investmentnews.com/fiduciary-advocates-raise-alarm-sec-limits-term-fiduciary-220099" rel="nofollow" target="_blank">Fiduciary advocates raise alarm about SEC limits on term ‘fiduciary’</a>Guest Bio: Knut A. Rostad, MBA, co-founded and is president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education and advocacy. Earlier, he served as the regulatory and compliance officer at Rembert Pendleton Jackson, a registered investment adviser in Falls Church, Virginia.

Knut Rostad clarifies the SEC’s revisions to Form CRS

Keeping you ahead of the Curve today is Mr. Knut Rostad – President &amp; Co-Founder of the Institute for the Fiduciary Standard.  In today’s episode, we uncover a common theme that continuously resurfaces in Rostad’s professional narrative: Reform in an Industry. From his career with the Enterprise Prison Institute, to his role at Washington Latin Public Charter School, to his executive position at the Institute for the Fiduciary Standard, Rostad has taken on quite a few titles involving an active push for change. His accomplishments include collaborating with Edwin Meese III, the 75th US Attorney General, on prison reform, and co-founding the Institute for the Fiduciary Standard. Knut Rostad has diverse and unparalleled experience, and we are thrilled to share his story with you.  Resources: Knut Rostad: http://www.thefiduciaryinstitute.org/knut/ Institute for the Fiduciary Standard: http://www.thefiduciaryinstitute.org/ Email: info@thefiduciaryinstitute.org  12 Best Practices - Professional Conduct Standards: http://www.thefiduciaryinstitute.org/wp-content/uploads/2017/03/BestPracticesMarch152017.pdf  Edwin Meese III: https://www.justice.gov/ag/bio/meese-edwin-iii

Keeping you ahead of the Curve today is Mr. Knut Rostad – President &amp; Co-Founder of the Institute for the Fiduciary Standard. In today’s episode, we uncover a common theme that continuously resurfaces in Rostad’s professional narrative: Reform in an Industry. From his career with the Enterprise Prison Institute, to his role at Washington Latin Public Charter School, to his executive position at the Institute for the Fiduciary Standard, Rostad has taken on quite a few titles involving an active push for change. His accomplishments include collaborating with Edwin Meese III, the 75th US Attorney General, on prison reform, and co-founding the Institute for the Fiduciary Standard. Knut Rostad has diverse and unparalleled experience, and we are thrilled to share his story with you. Resources: Knut Rostad: <a href="http://www.thefiduciaryinstitute.org/knut/" rel="nofollow" target="_blank">http://www.thefiduciaryinstitute.org/knut/</a> Institute for the Fiduciary Standard: <a href="http://www.thefiduciaryinstitute.org/" rel="nofollow" target="_blank">http://www.thefiduciaryinstitute.org/</a> Email: <a href="mailto:info@thefiduciaryinstitute.org?subject=Cannon%20Curve%20Listener%20Question">info@thefiduciaryinstitute.org</a> 12 Best Practices - Professional Conduct Standards: <a href="http://www.thefiduciaryinstitute.org/wp-content/uploads/2017/03/BestPracticesMarch152017.pdf" rel="nofollow" target="_blank">http://www.thefiduciaryinstitute.org/wp-content/uploads/2017/03/BestPracticesMarch152017.pdf</a> Edwin Meese III: <a href="https://www.justice.gov/ag/bio/meese-edwin-iii" rel="nofollow" target="_blank">https://www.justice.gov/ag/bio/meese-edwin-iii</a>