Best Financialservices Podcasts (2025)

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The CFPB's Most Ambitious Regulatory Agenda Ever – Part 1 45:15

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6d ago45:15

45:15

Today's episode features Part 1 of our November 4 webinar, "The CFPB's Most Ambitious Regulatory Agenda Ever." In this packed episode, our expert panel breaks down the Consumer Financial Protection Bureau's largest and boldest regulatory agenda to date. Discussing an unprecedented lineup of 24 rulemaking items that could reshape the consumer financ…

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The CFPB's Reg B Proposal: Key Changes and Industry Impact 1:07:26

13d ago1:07:26

1:07:26

Today's podcast brings listeners a timely and insightful discussion as our panel examines the CFPB's proposed amendments to Regulation B under the Equal Credit Opportunity Act (ECOA). As our regular listeners know, we released an episode yesterday, and we are providing this additional special episode in light of a development we consider both time-…

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AI in Financial Services: Understanding the White House Action Plan – and What It Leaves Out – Part 2 48:49

14d ago48:49

48:49

Today's episode features Part 2 of our October 30, 2025 webinar, "AI in Financial Services: Understanding the White House Action Plan – and What It Leaves Out." In this installment, our panel dives deeper into the evolving intersection of artificial intelligence, regulation, and innovation in financial services. Moderated by Alan Kaplinsky, Senior …

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Unpacking 45 Years of Financial Planning Evolution with Bob Veres 28:33

15d ago28:33

28:33

In this Swift Chat conversation, Marie Swift speaks with renowned industry commentator and author Bob Veres to explore his sweeping new book, "A Behind the Scenes History of Financial Planning and the Profession: My 45-Year Journey as an Insider." Veres shares how he went from knowing almost nothing about financial planning in the early 1980s to ch…

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AI in Financial Services: Understanding the White House Action Plan – and What It Leaves Out – Part 1 36:49

20d ago36:49

36:49

Today's episode features Part 1 of our October 30, 2025 webinar, "AI in Financial Services: Understanding the White House Action Plan – and What It Leaves Out." In this installment, a panel of leading experts breaks down the rapidly evolving role of artificial intelligence in financial services—from foundational concepts to the latest regulatory de…

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How Independent Advisors Can Stand Out in the Age of AI Search with Paul Gilbert and Shawna Ohm 38:00

20d ago38:00

38:00

In this Swift Chat conversation, Marie Swift speaks with Paul Gilbert, Marketing Manager at Myriad Advisor Solutions, a long-established, full-service business advisory firm, and Shawna Ohm, Founder of Content 151, a customized content and marketing solution for independent financial advisors, to discuss year-end insights for independent advisors n…

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Opportunities in the Solar Finance Industries Despite Trump 2.0 51:12

28d ago51:12

51:12

Step into the intersection of consumer finance law and the solar energy industry with host Alan Kaplinsky, senior counsel at Ballard Spahr, and special guest Steven Burt, attorney and former public policy leader at major residential solar companies. In this episode, listeners will get an insider's look at today's solar landscape. Discover the key m…

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Enabling Deeper Client Connections Through AI-Driven Insights with Mark Heynen 34:59

29d ago34:59

34:59

In this Swift Chat conversation, Marie Swift speaks with Mark Heynen, Co-Founder and Chief Product Officer at Knapsack, an AI platform for financial advisors that automates meeting prep, note-taking, follow-ups, and CRM updates directly on-device, enabling compliance and workflow efficiency without compromising client data security, to discuss the …

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The Jameel Cast: Episode 6 - What do Gen Z employees want from the workplace? (November 2025) 19:11

29d ago19:11

19:11

Welcome to The Jameel Cast. In this our sixth episode, our regular AI host Omar is are joined by guests Sophie and Jade to discuss changing workplace dynamics with Gen Z. Often dubbed the first ‘digital native’ generation, their world has always been dominated by technology – both at home and work - growing up with the internet as an integral part …

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Fair Lending Developments Under Trump 2.0 – Part 2 45:01

1M ago45:01

45:01

Today's episode marks the second of a two-part series, with Part One having been released on November 13th. In this installment, we continue our conversation on the many changes in fair lending policy and enforcement under the second Trump administration. The discussion is moderated by Alan Kaplinsky, Senior Counsel, founder and former chair for 25…

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The Jameel Cast: Episode 5 - How can we solve the e-waste problem? (November 2025) 22:40

1M ago22:40

22:40

Welcome to The Jameel Cast. In this fourth episode, our regular AI host Alex is are joined by guests Sophie and Jade to discuss the issue of growing global issue electronic waste and how we can deal with it more effectively. Thank you for joining us—and until next time, stay curious. The Jameel Cast is the official generative AI podcast of Abdul La…

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Fair Lending Developments Under Trump 2.0 – Part 1 41:51

1M ago41:51

41:51

Today's episode marks the first of a two-part series, with Part Two scheduled for release on November 20th. In this installment, we examine the sweeping changes in fair lending policy and enforcement under the second Trump administration. The discussion is moderated by Alan Kaplinsky, Senior Counsel, founder and former chair for 25 years of Ballard…

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The Jameel Cast: Episode 4 - So, how do small businesses make a BIG difference? (November 2025) 19:26

1M ago19:26

19:26

Welcome to The Jameel Cast. In this fourth episode, our regular AI hosts Alex and Omar are joined by Jade to discuss the role of small and medium business as the very back bone of economies across the region and a powerful engine for continued growth in the future. Thank you for joining us—and until next time, stay curious. The Jameel Cast is the o…

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A New Era for Banking: What President Trump's Debanking Executive Order and Related State Laws Mean for Financial Institutions, Government, and Banking Customers – Part 2 50:46

2M ago50:46

50:46

Today's podcast features the second part of a recent webinar produced on September 24, 2025, titled: "A New Era for Banking: What President Trump's Debanking Executive Order and Related State Laws Mean for Financial Institutions, Government, and Banking Customers." In Part 2, we discuss the following topics: 1. What are the areas of uncertainty wit…

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Insurance Insights for Better Wealth Defense with Meaghan Dowd 24:11

2M ago24:11

24:11

In this Swift Chat conversation, Marie Swift speaks with Meaghan Dowd CAPI, CPRIA, PLCS, CLCS, Director of Insurance at Holistiplan, focusing on insurance planning and risk management for financial advisors, abut gaps in personal insurance coverage, such as issues with replacement cost, young drivers, and lifestyle factors like renovations or ownin…

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A New Era for Banking: What President Trump's Debanking Executive Order and Related State Laws Mean for Financial Institutions, Government, and Banking Customers – Part 1 51:01

2M ago51:01

51:01

Today's podcast features the first part of a recent webinar produced on September 24, 2025, titled: "A New Era for Banking: What President Trump's Debanking Executive Order and Related State Laws Mean for Financial Institutions, Government, and Banking Customers." In Part 1, we discuss the following topics: 1. History of Debanking, including: o Ope…

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The GENIUS Act and the Future of Stablecoins: What Banks and Fintechs Need to Know - Part 2 41:51

2M ago41:51

41:51

Today's podcast features the second part of a repurposed webinar produced on September 3, 2025, which dives into the legal risks, compliance challenges, and emerging constitutional questions stemming from the GENIUS Act. The conversation examines the strict prohibition of deceptive claims regarding federal backing or insurance for stablecoins, high…

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The Jameel Cast: Episode 3 - Are EVs winning the race in the Middle East? (October 2025) 23:14

2M ago23:14

23:14

Welcome to The Jameel Cast, the official generative AI podcast of Abdul Latif Jameel. In this third episode, our regular AI hosts Alex is joined by Sophie to discuss the rise of electric vehicles (EV) and examine their accelerating success in the Middle East in this global context. Thank you for joining us—and until next time, stay curious. The Jam…

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The GENIUS Act and the Future of Stablecoins: What Banks and Fintechs Need to Know - Part 1 41:34

2M ago41:34

41:34

Today's podcast features the first part of a recent webinar produced on September 3, 2025, which examined the key provisions of the GENIUS Act ("The Guiding and Establishing National Innovation for U.S. Stablecoins Act") and its regulatory impact on banks, fintechs and the future of stablecoins. The discussion covers critical definitions, licensing…

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The Jameel Cast: Episode 2 - Building utility-scale battery storage in Europe, (October 2025) 12:19

2M ago12:19

12:19

Welcome to The Jameel Cast, the official generative AI podcast of Abdul Latif Jameel. In this second episode, our regular AI hosts Alex and Omar explore the progress of utility-scale battery energy storage systems in Europe - the quiet heroes of the renewable energy revolution. For more insights and conversations shaping our world, follow us wherev…

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Recent Consumer Financial Services Developments at the Federal Trade Commission 1:00:51

3M ago1:00:51

1:00:51

We are pleased to share a new podcast episode, which was taken from our September 9, 2025, webinar featuring Malini Mithal, Associate Director of the Federal Trade Commission's Division of Financial Practices. Malini has been a valued guest on our podcast in past years, and this session provided another timely and insightful discussion. In today's …

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Harnessing Technology and Analytics for Smarter Investing with Intervallum with Alan Thomson 26:25

3M ago26:25

26:25

In this Swift Chat conversation, Marie Swift speaks with Alan Thomson, Founder and Chief Architect of Intervallum Technologies, which specializes in innovative investment solutions, particularly through their flagship product, the CrestCast™ Macro-Aware US Factor Rotation Index, to discuss insights on the future of portfolio management, focusing on…

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The Supreme Court's Landmark Ruling on Universal Injunctions in the Birthright Citizenship Cases - Part 1 53:30

3M ago53:30

53:30

The podcast show we are releasing today is a repurposing of part 2 of a webinar we produced on August 13, 2025, which explored the U.S. Supreme Court's pivotal 6-3 decision in Trump v. CASA, Inc., a ruling that significantly curtails the use of nationwide or "universal" injunctions. A universal injunction is one which confers benefits on non-partie…

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First Circuit Rules National Bank Act Does Not Preempt Rhode Island State Law: Is There Still Any Advantage to Having A National Bank Charter? 47:49

3M ago47:49

47:49

As our regular podcast listeners know, we ordinarily release a new regular podcast show once each week on Thursday. On a very few occasions, we have released a special extra podcast show during the same week. We have only done that when a development occurs which we feel is of extraordinary importance and time sensitive. On September 22, the United…

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The Supreme Court's Landmark Ruling on Universal Injunctions in the Birthright Citizenship Cases - Part 1 49:21

3M ago49:21

49:21

The podcast show we are releasing today is a repurposing of part 1 of a webinar we produced on August 13, 2025, which explored the U.S. Supreme Court's pivotal 6-3 decision in Trump v. CASA, Inc., a ruling that significantly curtails the use of nationwide or "universal" injunctions. A universal injunction is one which confers benefits on non-partie…

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How Technology is Shaping Wealth Management with Michael Rose 22:24

3M ago22:24

22:24

In this Swift Chat conversation, Marie Swift speaks with Michael Rose, CFP®, MST, Director of Wealth Management Research at Cerulli Associates, a leading global research, consulting, and analytics firm specializing in asset management, wealth management, and financial services, to discuss Cerulli's 117-page 2025 study on U.S. wealth management tech…

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Current State Statutes That Apply to AI in the Consumer Financial Services Industry 47:09

3M ago47:09

47:09

In this episode of the Consumer Finance Monitor podcast, host Alan Kaplinsky welcomes Pat Utz, CEO and co-founder of Abstract, a venture capital-backed AI company headquartered in New York. Pat brings extensive expertise on artificial intelligence. The podcast focuses on current developments in AI regulation and implementation, first covering Presi…

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Ep 67 - The Power of Legal Case Management for Modern Law Firms 43:48

3M ago43:48

43:48

What if your case management system could also handle billing and payments seamlessly? In this episode, James Betzold, CEO of Prim.Law shares how firms can simplify client payments, automate trust accounting, and eliminate confusing processing fees with built-in tools. Confido and Prima's partnership…

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Empowering Advisors to Solve Estate Planning Pain Points with Matt Morris 44:58

3M ago44:58

44:58

In this Swift Chat conversation, Marie Swift speaks with Matt Morris, CEO and co-founder of EncorEstate Plans, a comprehensive, customizable estate planning and trust funding platform that empowers financial advisors to efficiently create, update, and fund estate plans for their clients, all backed by expert legal review and support—without requiri…

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New Consumer Financial Services Fintech Business Opportunities Arising from Deregulation at the CFPB during Trump 2.0 – Part 2 45:49

3M ago45:49

45:49

Today's podcast episode is a continuation of a previous repurposed webinar held on August 12th, focusing on emerging opportunities in the consumer financial services sector under the Trump administration. The session aims to provide insights into the evolving regulatory landscape and its implications for businesses and consumers. The first part of …

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New Consumer Financial Services Fintech Business Opportunities Arising from Deregulation at the CFPB during Trump 2.0 – Part 1 39:33

4M ago39:33

39:33

In the latest episode of our podcast, we explore the significant shifts in the regulatory landscape under the second Trump administration and how these recent deregulatory actions have opened new pathways for banks and FinTech companies by reducing barriers to entry and compliance costs. This evolving environment presents opportunities for innovati…

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The Jameel Cast: Episode 1 - Eastern Horizons (September 2025) 24:02

4M ago24:02

24:02

Welcome to The Jameel Cast, the official generative AI podcast of Abdul Latif Jameel. In this episode, our regular AI hosts Alex and Omar explore the ever-strengthing relationship between the Middle- and Far East regions and how this is shaping the future of global trade. For more insights and conversations shaping our world, follow us wherever you…

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A Deep Dive into the Fight for the CFPB's Survival 52:17

4M ago52:17

52:17

We recently wrote about the August 15th D.C. Circuit Court of Appeals decision in the lawsuit brought by the labor unions representing CFPB employees against Acting Director Russell Vought. The unions sought injunctive relief in response to what they described as an attempted "shutdown" of the Bureau. In a 2–1 ruling, the Court of Appeals vacated a…

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Ep 66 - Law Firm Partner Compensation Explained: Models, Trends, and Pitfalls 50:35

4M ago50:35

50:35

How do law firms really decide what partners get paid? Partner compensation is one of the most important and controversial topics in the legal industry. The way firms structure pay doesn’t just impact income; it shapes firm culture, collaboration, and long-term profitability. In this episode of Financially Legal, Emery Wager sits down with Hugh Sim…

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Do Arbitrators Follow the Law? A New Study Provides Data, But the Debate Continues 49:48

4M ago49:48

49:48

Today's episode of the Consumer Finance Monitor podcast is centered around a novel and thought-provoking article by David Horton, a professor of law at the University of California, Davis. The article, titled "Do Arbitrators Follow the Law? Evidence from Clause Construction," dives into the intriguing question of whether arbitrators render decision…

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Student Lending Legislation and Litigation: 2025 Mid-Year Review 52:53

4M ago52:53

52:53

Today on our podcast, we're releasing a repurposed recording of our July 23, 2025 webinar titled "Student Lending Legislation and Litigation: 2025 Mid-Year Review." The webinar features esteemed partners John Culhane and Tom Burke, who dive into the intricacies of student lending litigation and regulatory developments. As a senior partner in the Co…

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Reclaim Time, Reduce Stress, and Reshape Your Business with Claire Alexander 17:30

5M ago17:30

17:30

In this Swift Chat conversation, Marie Swift speaks with Claire Alexander, founder of The Arch's Anvil, an operations and growth platform designed to help service-based businesses, particularly financial advisors, transform big visions into high-functioning businesses. Claire shares her journey from working in administrative roles to building and l…

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The Legality of Trump's Terminations Without Cause of Members and Commissioners of Federal "Independent" Agencies 53:17

5M ago53:17

53:17

Today's episode of the Consumer Finance Monitor podcast offers an in-depth analysis of the unitary executive theory and its implications for terminations by President Trump of the Democratic members/commissioners of several so-called independent Federal agencies. The episode features Lev Menand, an associate professor of law at Columbia Law School,…

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Loper Bright Enterprises One Year Later: The Practical Impact on Business, Consumers and Federal Agencies 1:01:43

5M ago1:01:43

1:01:43

Our podcast show being released today commemorates the one-year anniversary of the U.S. Supreme Court's opinion in Loper Bright Enterprises - the opinion in which the Court overturned the Chevron Deference Doctrine. The Chevron Deference Doctrine stems from the Supreme Court's 1984 decision in Chevron v. Natural Resources Defense Council. The decis…

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Less Polish, More Presence – The New Formula for Social Media Success with Andy Wang 54:36

5M ago54:36

54:36

In this Swift Chats episode, Marie Swift speaks with Any Wang, Managing Partner at Runnymede Capital Management, host of the Inspired Money podcast, and a LinkedIn Top Voice, to explore how he has strategically leveraged LinkedIn to grow his following, build authentic connections, and generate business opportunities, all while staying grounded in h…

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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 3 53:47

5M ago53:47

53:47

If there's one thing that rings true year after year, it's this: the T3 Technology Tools for Today Conference is the destination for discovering what's shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…

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The Hidden Costs of Financial Services: Consumer Complaints and Financial Restitution 54:55

5M ago54:55

54:55

We are releasing today a very interesting podcast show which is also breaking news. Before I read an article by Professor Charlotte Haendler of Southern Methodist University and Professor Rawley Z. Heimer of Arizona State University titled "The Hidden Costs of Financial Services: Consumer Complaints and Financial Restitution," I never knew that the…

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Ep 65 - The Ethics of Digital Disbursements for Law Firms 41:32

5M ago41:32

41:32

Checks are slow, risky, and outdated. So why are so many law firms still using them? In this episode, Emery Wager sits down with Jayne Reardon to explore how law firms can transition to digital disbursements while staying compliant with the Rules of Professional Conduct. We break down the ethical considerations, share a practical checklist for movi…

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Legislating for the Future 47:45

5M ago47:45

47:45

The podcast show we are releasing today features Professor Jonathan Gould of University of California (Berkeley) Law School who discusses his recent article co-written with Professor Rory Van Loo of Boston University School of Law which was recently published in the University of Chicago Law Review titled "Legislating for the Future". The introduct…

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Can the President Remove Governors of Federal Independent Agencies Without Cause? 51:24

6M ago51:24

51:24

The podcast show we are releasing this week focuses generally on the so-called "Unitary Executive Theory" and specifically on the legality of President Trump firing without cause the Democratic Commissioners of the Federal Trade Commission and the members of other independent agencies, despite language in the governing statutes that prohibit the Pr…

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Episode #19: How to Spot and Stop Cyber Scams with Cassandra Kirby, CFP®, EA 17:14

6M ago17:14

17:14

In Episode #19 of the Intentional Wealth podcast, host Amy Braun-Bostich is joined by Cassandra Kirby, CFP®, EA, COO, CCO, and Private Wealth Advisor at Braun-Bostich & Associates, for an eye-opening discussion on avoiding cyber scams. As cyber-attacks and data breaches become increasingly common, Amy and Cassandra explore the warning signs that yo…

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Haleon: How effectiveness transformation and a common language of performance has redefined media planning 42:07

6M ago42:07

42:07

In this episode, we follow up on our previous podcast with Haleon to find out more about the impact of its transformation to an always on, global effectiveness programme. We’re joined by Tom Mills, Global Head of Media Investment at Haleon, and Michelle Hobbs, Global Media Lead at Publicis Le One, Haleon’s media agency. We’ll hear more about the sc…

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Aspen Institute Seems to be Making Great Strides in Fixing Our Online Scams Problem 1:20:33

6M ago1:20:33

1:20:33

The genesis of the podcast show we are releasing today was an article written by Nick Bourke titled "America Can Fix Its Scam Problem. But We Keep Gifting Billions to Transnational Criminals Because It Feels Too Hard" published on April 12, 2025 in Open Banker. We learned from that article about the great work being done by Aspen Institute's Nation…

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What is Happening at the Federal Agencies That is Relevant to the Residential Mortgage and Settlement Service Industries 58:40

6M ago58:40

58:40

We are releasing today on our podcast show a repurposed webinar that we produced on June 11, 2025 entitled "What is happening at the federal agencies that is relevant to the residential mortgage and settlement service industries." During this podcast, we will inform you about recent developments at federal agencies, including the CFPB, HUD/FHA, OCC…

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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 2 1:13:45

6M ago1:13:45

1:13:45

If there's one thing that rings true year after year, it's this: the T3 Technology Tools for Today Conference is the destination for discovering what's shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…