Article originally posted on Advisor Perspectives Tomorrow’s election will bring gloomy punditry about America. Whatever the results, some will deem Donald Trump the winner. I just returned from visits to Oslo and the Venice Biennale International, a contemporary art exhibition. The art was great – but the repeated questions about America were not. In Norway […]
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What We Learned in Fiduciary September
Knut discusses emergent themes in 2022’s Fiduciary September, which emphasizes state and private sector leadership amid SEC failure.
Podcast Interview with PLI: Preserving the Highest Duty of Care
Knut is interviewed on the fiduciary standard, how the SEC interprets that standard in 2022, and challenges and opportunities ahead.
How to Fix Our Failed Approach to Fiduciary Lobbying
Industry commentator, Bob Veres, argues that fiduciary advocates should emphasize the “catastrophic failures” of the brokerage business model.
Bob Veres Review: IA Magazine “Luminaries”: Potential advertisers or “luminaries”?
Veres won’t review the 93 firms or 105 individual “finalists” on IA’s list. He DOES list those not nominated, including “Joel Bruckenstein, Angie Herbers, Knut Rostad, Stephanie Bogan”, (and many others)
How Manipulative Language Muddied the Meaning of Advice
The 1940 interpretation of investment advice is no longer what it once was. The meaning of conflict has been fundamentally altered as well.
