Shows
The InvestmentNews PodcastEpisode 193: InvestmentNews talks fiduciary standard with Knut RostadInvestmentNews Podcast host Bruce Kelly invites Knut Rostad to the show to discuss the fiduciary standard and how it impacts investment advisors.
2025-08-2123 min
401(k) Specialist PodcastKnut A. Rostad: Why EBSA Crypto Guidance Reversal is 'Absolutely Awful Decision'Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptocurrency investments in 401(k) plans.The move is seen as a removal of a big regulatory roadblock that forced plan fiduciaries to exercise “extreme care” before adding crypto to 401(k) investment menus, in line with the Trump administration’s expressed desire to eliminate what it sees as regulatory overreach and that investment decisions should be made by fiduciaries, and not D.C. bureaucrats.Knut A. Rostad, Co-Founder and President of the Inst...
2025-06-0209 min
MarkedspulsMarkedspuls Næringseiendom per Q1 `25 med Knut Efskin og Jørgen Rostad Nøkkeltall, segmentgjennomgang og meglerprat for næringseiendomsmarkedet så langt i 2025. Med et totalt transaksjonsvolum i Midt-Norge på 2,1 MRD per Q1, og mange pågående prosesser, ser Knut Efskin og Jørgen Rostad lyst på mulighetsrommet for investorer og eiendomsaktører i Midt-Norge i 2025. Sammen deler de også visjonen for den sammenslåtte næringsmegleren SpareBank 1 Norion Næringsmegling. Podcastvert Jan Håvard Valstad oppsummerer med at finansieringstilgangen er god, rentene ikke nødvendigvis skal ned, men løsningsgraden på casene ser ut til å øke. Hosted on Acast. See acast.com/privacy for more information.
2025-04-2942 min
NAPFA Nation PodcastDefending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role – Episode #28 of NAPFA NationIn Episode #28 of NAPFA Nation, host Marie Swift speaks with Knut A Rostad, MBA, President at The Institute for the Fiduciary Standard. Rostad discusses why he believes the fiduciary standard is dying at the SEC and what fee-only fiduciary advisors can do to protect it, a topic he explored in his NAPFA article: The Fiduciary Best Interest Standard is Dying at the SEC – Fee-Only Fiduciary Advisers Can Act to Preserve it. He underscores the importance of understanding the history of fee-only financial advisory and investment management and how NAPFA members uphold the fiduciary standard. He also shares wh...
2025-04-0824 minThe InvestmentNews PodcastEpisode 74: Knut Rostad puts fiduciary advice up against best-interest standardsJeff takes Knut Rostad of The Institute for the Fiduciary Standard deep into the weeds and back in a discussion designed to untangle the endless regulatory wrangling over whether brokers or advisers have the better standard of practice. Do consumers even understand or care about so much inside baseball? Or is this whole debate just an attempt to leverage a marketing advantage?
2023-08-1831 minThe InvestmentNews PodcastEpisode 93: Knut Rostad clarifies the SEC’s revisions to Form CRSJeff 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.
2023-08-1839 minThe InvestmentNews PodcastEpisode 112: Celebrating Fiduciary September with Knut RostadEpisode Notes
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 In...
2023-08-1719 min
The Augmented AdvisorHow Financial Advisors Can Grow Faster and Provide Better Service By Looking Beyond Their Local NetworksJulie Pinkerton, CEO and Founder of ClientFirst by Evozen noticed a couple of trends that have likely affected your business in the recent years. First, clients are moving to other parts of the country well before their retirement years. This wave of movement has created interesting challenges for financial advisors looking to continue to serve these clients to the fullest.
Second, the demographics of the average financial advisor’s client roster is changing rapidly. For many clients, this means their financial needs and experience preferences are likely different from those the advisor has served in the past.
2023-08-1751 minThe Augmented AdvisorWhy RIAs Need To Protect, Preserve, and Defend The Fiduciary StandardLive From RIA Summit 2022 with Knut Rostad, Co-founder and President of The Institute For The Fiduciary Standard.
The Fiduciary Standard is the bedrock of the RIA business model. Yet as Knut shared with John Prendergast and Mike Langford, the very concept of a fiduciary is under attack and at risk of losing its relevance if RIAs do not defend it aggressively.
Other Resources Mentioned In This Episode:
The Future of Financial Advice: A Bird’s Eye View With The NAPFA CEO - Knut mentioned the great work that NAPFA is doing to support RIAs. Ch...
2022-11-1727 min
inSecuritiesThe Highest Duty of Care: Preserving the Fiduciary StandardOn this episode of the inSecurities podcast, Kurt sits down with Knut Rostad, co-founder and president of the Institute for the Fiduciary Standard, to talk about the fiduciary standard registered investment advisors owe their clients, how the SEC interprets that standard in 2022, the challenges and opportunities for advisors created by the SEC’s interpretation and Regulation Best Interest, and what the future of the fiduciary standard might look like. Knut also shares details about panel discussions and content available through the Institute’s Fiduciary September program. Learn more here: https://thefiduciaryinstitute.org/2022-2/.
2022-10-0652 min
Access Essential Full Audiobooks in Biography & Memoir, BusinessThe Man in the Arena: Vanguard Founder John C. Bogle and His Lifelong Battle to Serve Investors First by Knut A. RostadPlease visit https://thebookvoice.com/podcasts/1/audiobook/444351 to listen full audiobooks. Title: The Man in the Arena: Vanguard Founder John C. Bogle and His Lifelong Battle to Serve Investors First Author: Knut A. Rostad Narrator: Basil Sands Format: Unabridged Audiobook Length: 14 hours 15 minutes Release date: May 31, 2021 Genres: Business Publisher's Summary: The importance of the life's work of mutual fund pioneer and investing legend John C. BogleThe Man in the Arena offers the essence of John C. Bogle's thinking and the meaning of his life's work, which transformed individual investing to benefit tens of millions of investors. Through Bogle's own words...
2021-05-3105 min
Financial Freedom With Tim DeckerFinancial Freedom 8/22/20TIM DECKER of ISI FINANCIAL TALKS WITH KNUT ROSTAD of the INSTITUTE for the FIDUCIARY STANDARD.
2020-08-2246 min
Monday Morning MojoEpisode 283: Trust And Character On June 9th, 2017 – only four short days from today – is a day many believe will live in infamy. This Friday is the DOL Fiduciary Rule implementation day, and it is a day making headlines in the financial news – carrying a multitude of questions for advisors and financial firms alike. How will the Fiduciary Rule evolve business practices? What impact will the rule have on our future and current relationships with clients? These are excellent questions many of us are asking, but perhaps this rule is not as earth-shattering as we seem to think. This Monday Morning, we are taking a moment to...
2017-06-0504 min