Best The Chartered Institute For It Podcasts (2025)

1
Money Talks| listener questions 49:14

9h ago49:14

49:14

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, Nancy and Ryder answer questions about carrying a balance on credit cards and IRA conversions. Hosted on Acast. See acast.com/pri…

1
Judith Peterson of DwellFi - The Power of Artificial Intelligence to Enhance Your Career 54:45

19h ago54:45

54:45

Today on the podcast, Rusty and Robyn are joined by Judith Peterson, Chief Marketing Officer at DwellFi and SteerCo Member of the Women’s Accelerator Network in NYC. Judith Peterson, based in New York, NY, US, is currently a Chief Marketing Officer at DwellFi. Judith Peterson brings experience from previous roles at Intertrust Group, Cerulean Sky L…

1
Money Talks| Volunteering 49:39

7d ago49:39

49:39

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we talk about the personal and professional benefits of volunteering. Hosted on Acast. See acast.com/privacy for more information…

1
Alma Rodriguez-Piscitello of Revela Advisors - How to Brand and Market Your Firm and Why It All Matters 40:47

8d ago40:47

40:47

Today on the podcast, Rusty and Robyn are joined by Alma Rodriguez-Piscitello, CEO & Founder of Revela Advisors. As the driving force behind Revela Advisors, Alma is all about helping businesses unlock their true potential and achieve sustainable growth. With over 30 years in financial services, she’s worked with Fortune 500 companies and global or…

1
Money Talks| Answering Tax Day questions 49:01

14d ago49:01

49:01

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, Nancy is out so on this Tax Day, Ryder answers listeners' tax related questions. Also, we share a few moeny habits of successful …

1
Frank Trotter of Battle Bank - The Inside Story of Online Banking 48:54

15d ago48:54

48:54

Today on the podcast, Rusty and Robyn are joined by Frank Trotter, President at Battle Bank. Frank Trotter has been involved in the banking business since 1981. In 1998, he became a co-founder of everBank.com, a national direct-to-consumer bank which was acquired by EverBank Financial in 2004. From 1998 through the sale of EverBank Financial Corp t…

1
From Think Tanks to Do Tanks: Coaching for Equity in Education 17:21

20d ago17:21

17:21

In this episode, EALA sits down with Alicia Ciocca, an experienced educator and coach, for an inside look at the EALA Community of Action. Alicia shares her journey from teaching in NYC public schools to guiding educators in transformational coaching. Together, they discuss the power of centering student voices, embracing vulnerability, and turning…

1
Money Talks| What is a recession? 49:43

21d ago49:43

49:43

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we define what a recession is and talk about when being frugal might not add up to saving money. Hosted on Acast. See acast.com/p…

1
Morris Chen of DoubleLine Capital - Commercial Real Estate 48:50

22d ago48:50

48:50

Today on the podcast, Rusty and Robyn are joined by Morris Chen, Portfolio Manager at DoubleLine Capital. Mr. Chen joined DoubleLine at its inception in 2009. He is a Portfolio Manager leading the CMBS/CRE Debt Investment team and CRE New Investment Review Group, and is responsible for the oversight and management of all CRE Debt related investment…

1
Money Talks: Savings vehicles 50:57

28d ago50:57

50:57

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, Nancy is out of the studio, so Ryder talks about several different kinds of savings accounts and answers several listener questio…

1
Daryl Clements of AllianceBernstein - It's All About Municipal Bonds 49:15

29d ago49:15

49:15

Today on the podcast, Rusty and Robyn are joined by Daryl Clements, Municipal Portfolio Manager at AllianceBernstein. Daryl Clements joined AB in 2002 from a role in credit research. Drawn by the firm's reputation and potential for opportunity, he has played a key role in pulling the municipal market forward through relentless innovation. For Cleme…

1
Fortifying Digital Defences: Exploring Zero-Trust Models in Cyber Security 15:30

30d ago15:30

15:30

In this special edition following the latest BCS CIO Network event, Heather Lowrie, Chief Information Security Officer and Cyber Security Advisor and Ian McCormack, Deputy CTO at the National Cyber Security Centre speak to Brian Runciman MBCS about zero trust cyber security models. Hosted on Acast. See acast.com/privacy for more information.…

1
Senate Lawmakers Reject CFPB Overdraft Fee Cap, Robinhood Launches Banking Services, & Automotive Repossessions Surge 4:52

1M ago4:52

4:52

Senate lawmakers have recently rejected a critical rule proposed by the Consumer Financial Protection Bureau (CFPB) that sought to impose a cap on overdraft fees, maintaining the current average fee of $35 per transaction. This legislative decision has significant implications for financial inclusivity, particularly affecting lower-income individua…

1
Robinhood Launches Wealth Management Services, Affirm's CEO Positions Company as the "American Express" of Buy Now, Pay Later, and CFPB Grilled on Capitol Hill 4:57

1M ago4:57

4:57

Robinhood has unveiled its new wealth management services, a pivotal development that underscores the increasing demand for professional financial guidance among retail traders. Concurrently, Affirm's CEO has articulated a vision for the company to emerge as the "American Express" of the Buy Now, Pay Later sector, emphasizing structured repayment o…

1
Building Bridges: Families, Educators, and Policy in Action 8:21

1M ago8:21

8:21

In this Community of Action Podcast, Aurora from the Educating All Learners Alliance sits down with Jason B. Allen, National Director of Partnerships at the National Parents Union. Jason shares insights from his experience at the Community of Action convening—where educators, leaders, and families came together to create real solutions for students…

1
JPMorgan Chase Partners With Walmart on Embedded Finance Solutions, Treasury Department Prepares to Streamline Banking Regulators Under its Control, & Chime Launches $500 Instant Loans Targeting the Underbanked ... 4:30

1M ago4:30

4:30

JPMorgan Chase has entered into a strategic partnership with Walmart to unveil an innovative embedded finance solution designed to facilitate seamless payment processing for merchants operating within Walmart's Marketplace platform. This collaboration is poised to enhance transaction efficiency while enabling sellers to manage their cash flow direc…

1
Felipe Toews of Toews Asset Management - The Behavioral Portfolio Book 43:18

1M ago43:18

43:18

Today on the podcast, Rusty and Robyn are joined by Felipe Toews, Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. Felipe Toews is Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. His management strategies focus on creating “investor friendly” prod…

1
BNPL Transactions Explode to $175B, the FDIC Warns of Cybersecurity Risks, & the Trump Administration Weighs Capital Requirement Reductions for Smaller Banks 4:59

1M ago4:59

4:59

The burgeoning landscape of financial transactions has witnessed an unprecedented surge in Buy Now Pay Later (BNPL) transactions, which have skyrocketed to a staggering $175 billion. This remarkable growth not only underscores a significant shift in consumer purchasing behavior but also intensifies the competitive dynamic between fintech companies …

1
Critical ChatGPT Vulnerability Targeting Financial Institutions Identified, Strategic Cloud Partnership Announced Between Finastra and IBM, Affirm's Expanded Credit Reporting, & a Data Breach at Western ... 4:16

1M ago4:16

4:16

A critical vulnerability in ChatGPT has been identified, specifically targeting financial institutions, raising significant concerns about the security of sensitive consumer data. This revelation is accompanied by the announcement of a strategic cloud partnership between Finastra and IBM, which aims to enhance cloud-based lending solutions and faci…

1
Fed Chair Powell Navigates Economic Crosswinds, Tariffs Drive Inflation Uncertainty, Fintech Firms Eye Bank Charters, & Community Bankers Challenge Credit Union Tax Exemptions 3:39

1M ago3:39

3:39

Federal Reserve Chair Jerome Powell confronts a complex economic landscape characterized by inflationary pressures stemming from tariffs, which complicate the central bank’s monetary policy decisions. The Fed has opted to maintain its benchmark interest rate, acknowledging the challenges posed by stagnant growth and rising prices, reminiscent of st…

1
Anthropic Pivots Toward Enterprise AI Solutions as Microsoft Envisions Collaborative "Digital Chief of Staff" Future, Acting Comptroller Hood Condemns "Repugnant" Debanking Practices, & Capital One-Discover ... 4:49

1M ago4:49

4:49

Anthropic is making a significant pivot toward enterprise AI solutions, as Microsoft envisions a future where AI acts as a collaborative "Digital Chief of Staff." This episode delves into the implications of these developments, particularly in the context of the Justice Department's concerns regarding the Capital One-Discover merger, which may adve…

1
Money Talks | Credit Card Fundamentals 47:15

1M ago47:15

47:15

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, Lacey Alexander fills the host's position while Kevin is out to talk about the fundamentals of credit cards. Hosted on Acast. See…

1
Trump Nominates Bowman for Fed Vice Chair, Klarna Replaces Affirm at Walmart, Oracle Eyes TikTok takeover, & Highlights From Day One of CBA LIVE 4:58

1M ago4:58

4:58

President Donald Trump has nominated Michelle Bowman as the next vice chair for supervision of the Federal Reserve, a decision that underscores her considerable expertise in inflation regulation and banking. This nomination comes in the wake of Michael Barr's resignation from the position, and if confirmed, Bowman intends to strengthen the banking …

1
Wade Pfau of Retirement Researcher - Retirement Income and RISA 57:47

1M ago57:47

57:47

Today on the podcast, Rusty and Robyn are joined by Wade Pfau, Director of Retirement Research for McLean Asset Management, Founder of The Retirement Researcher and Co-Founder of the Retirement Income Style Awareness Tool. Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial ad…

1
Klarna Files for NYSE Listing, Chase Cracks Down on Zelle Fraud, Trump Slashes CDFI Fund, & CBA Live Conference Kicks Off 4:55

1M ago4:55

4:55

Klarna has officially filed for a listing on the New York Stock Exchange, marking a significant step in the fintech landscape. This episode delves into the implications of this IPO, alongside a critical examination of Chase's recent measures to combat fraud on the Zelle platform, wherein the bank has identified a notable correlation between social …

1
ImpeachThePres.com (562)804-5625 9:39

2M ago9:39

9:39

Take One (and only): Replace Electric Vehicle IDea with HYBRIDS: Why? Existing HYBRIDS could be inherited by Corp leets wanting to go 100% ELECTYRIC (I say "digital" in the podcast. Error Number 2: I state that PMG DeJoy's wife states whe was a Sogt Power for BUSH (but Trump wanted her as Ambassador to Canada his first term, remember?)…

1
Money Talks| investment basics 46:35

2M ago46:35

46:35

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, Ryder is out of the studio, so Nancy answers a few listener questions and talks about the basics of investing. Hosted on Acast. S…

1
Lunar Launches Youth Banking App, Valley National Bank and Achieva Credit Union Make Senior Level Appointments, Wall Street Suffers Downturn as Consumer Debt Concerns Grow, & Major Banks Make Strategic ... 4:55

2M ago4:55

4:55

Lunar has recently launched a pioneering youth banking application designed to cater to children aged 7 to 14 across Denmark, Sweden, and Norway, thereby addressing a significant gap in the market for digital financial literacy. Concurrently, major shifts are occurring within the banking sector, as Valley National Bank and Achieva Credit Union anno…

1
Anmol Sinha of Capital Group - The Fixed Income Market and ETFs 1:01:57

2M ago1:01:57

1:01:57

Today on the podcast, Rusty and Robyn are joined by Anmol Sinha, a Fixed Income Investment Director at Capital Group, home of American Funds. He has 15 years of investment industry experience and has been with Capital Group for one year. Prior to joining Capital, Anmol worked as an EVP - fixed income strategist at PIMCO. Before that, he was a consu…

1
Banks Brace for Regulatory Whiplash as FDIC Reverses Course, Job Numbers Miss Expectations, & LoanDepot sees Anthony Hsieh Return 4:58

2M ago4:58

4:58

The Federal Deposit Insurance Corporation (FDIC) has recently reversed its regulatory stance, prompting banks to brace for significant regulatory fluctuations that could impact their operational frameworks. Concurrently, the U.S. economy has illustrated a concerning trend, as job creation in February fell short of expectations, with an addition of …

1
Trump to meet with Tech CEOs Amid Tariff Concerns, Klarna Readies IPO with a $15 billion Valuation Target, & Fed's Beige Book Reveals Mounting Economic Uncertainty 4:38

2M ago4:38

4:38

President Trump is poised to engage in discussions with prominent tech CEOs amidst escalating concerns regarding tariffs that could profoundly affect the industry. This crucial meeting will involve executives from major corporations such as IBM, Intel, Qualcomm, and HP, who are expected to deliberate on the ramifications of current trade policies a…

1
Collaborating to Support All Students: Five Minutes with Inclusive Learning Design Co. 5:56

2M ago5:56

5:56

In this episode, EALA chats with Simmi Goomer and Symon Hayes, co-founders of the Inclusive Learning Design Co., an organization dedicated to designing professional learning that supports schools and organizations to embrace learner variability. Listen in as they discuss the importance of inclusive learning environments, the challenges schools face…

1
President Trump Addresses Congress Amid Market Turmoil, Klarna's CEO Predicts a SaaS shakeup, the CFPB Drops its Zelle Lawsuit, & a Credit Union Employee Replaces Real Cash with Movie Money 4:33

2M ago4:33

4:33

President Trump delivered a significant address to Congress amidst considerable market turmoil, emphasizing his administration's commitment to economic revitalization through various proposed measures, including new tariffs and tax eliminations. This address was marked by a stark display of partisan division, with Democratic lawmakers expressing di…

1
The FDIC Rolls Back Merger Policies, BMO Bets Big on Quantum Computing, Capital One & Wells Fargo Earn Top Marks for CRA, while VC Abandons FinTech for AI 4:54

2M ago4:54

4:54

The Federal Deposit Insurance Corporation (FDIC) has proposed a rollback of its recent merger policies, indicating a shift in regulatory approach as it seeks to foster economic growth and innovation within the banking sector. Concurrently, BMO Financial Group is making significant investments in quantum computing, aligning itself with the IBM Quant…

1
Russ Koesterich of BlackRock - Global Strategies and Market Outlook 34:06

2M ago34:06

34:06

Today on the podcast, Rusty and Robyn are joined by Russ Koesterich, portfolio manager at BlackRock in Denver, CO. Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team and the lead portfolio manager of the GA Selects Model Portfolios. Mr. Koesterich's service with BlackRock dates back to 2005,…

1
Banking Executives Brace for Industry Reshuffling as Texas Banks Merge, Leadership Changes Sweep Across Financial Institutions, & Regulators Face Organizational Upheaval at the CFPB 4:52

2M ago4:52

4:52

Banking executives are currently poised for significant industry reshuffling, as evidenced by the recent merger activities among Texas banks and the overarching leadership changes proliferating across various financial institutions. The Consumer Financial Protection Bureau (CFPB) is confronting considerable organizational upheaval, with allegations…

1
BNY Partners with OpenAI, Betterment Acquires Ellevest's Automated Investing Business, & Jonathan McKernan Faces Tough Questioning During his CFPB Confirmation Hearing 4:59

2M ago4:59

4:59

We discuss the recent partnership between BNY, the United States' oldest bank, and OpenAI, which aims to incorporate artificial intelligence into BNY's operations to enhance efficiency and streamline complex workflows. Additionally, we delve into the implications of Jonathan McKernan's confirmation hearing for the Consumer Financial Protection Bure…

1
From Insight to Action: DreamHouse’s Journey Through the School Study Tour 5:09

2M ago5:09

5:09

In this episode, EALA chats with Jessica Russell, Student Service Coordinator at DreamHouse ‘Ewa Beach Public Charter School in Hawai‘i, about her experience as a School Study Tour attendee. Listen in as she shares what inspired DreamHouse to join, the biggest eye-opening moments, and how the school is already putting key takeaways into action. Plu…

1
Money Talks| Saving at the grocery store 48:58

2M ago48:58

48:58

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to [email protected]. In this episode, tips on saving money at the grocery store and listener calls about scams and how to avoid them. Hosted on Acast. See acast.com/pr…

1
JPMorgan Doubles Down on Private Credit, Anthropic Unveils Claude 3.7 Sonnet, & Robinhood celebrates as the SEC Drops its Crypto Investigation Without Enforcement Action 4:51

2M ago4:51

4:51

JPMorgan Chase has decisively intensified its engagement in the private credit sector, allocating an additional $50 billion towards direct lending initiatives, thereby positioning itself strategically within a market anticipated to burgeon into a $3 trillion enterprise by 2028. Concurrently, Anthropic has unveiled its latest innovation, the Claude …

1
Meb Faber of Cambria Funds - A Wealth of Valuable Content and Most of It Is Free 1:19:12

2M ago1:19:12

1:19:12

Today on the podcast, Rusty and Robyn are joined by Meb Faber, Co-founder and Chief Investment Officer of Cambria Investment Management. Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and ha…

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