Episode 103: Fiduciary or Fraud? Unmasking the Truth Behind Financial Advice

The 9Innings Podcast di Kevin Thompson, RICP®, CFP®

Note sull'episodio

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the fiduciary standard with guest Knute Rostad from the Fiduciary Institute. They explore the implications of a new administration potentially deprioritizing this standard, which mandates that financial advisors act in their clients' best interests. The conversation covers the importance of transparency, the evolution of the financial advisory landscape, and the challenges posed by different business models. Both speakers emphasize the need for ongoing education, ethical practices, and constructive dialogue within the financial advisory community to maintain trust and integrity.

Discussion on the New Administration (00:01:27)

Fiduciary Perspective Defined (00:02:25)

Understanding Client Conflicts (00:05:17)

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Parole chiave
financial planningfinancial educationfiduciaryfee onlyfee basedcfpmlb2cfpfiduciary rulefinancial expertgroupthinktribalismknut rostad