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Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
27 Episodes
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In this episode:• The benefits of model portfolios for advisors and investors.• BlackRock's approach to model portfolios.• How technology is transforming portfolio management.You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/model-portfolios-evolutionCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
Matt Hougan, Bitwise chief investment officer, joined the Big Picture in Practice podcast to explain how advisors should think about bitcoin ETFs and their place in a diversified portfolio.In this episode: How to value bitcoin. How bitcoin ETFs affect the wider crypto landscape. What's next for decentralized finance.You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources: Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/sec-approved-bitcoin-etfs Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
In this episode:The rising costs of high education The importance of saving and investing early The versatility of 529 college savings plansYou can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources: Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/529-savings-plan-benefits?utm_source=simplecast&utm_medium=streaming Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
Will Peck, the head of digital assets at WisdomTree, defines tokenized funds and explains their impact on the industry.In this episode:Benefits and drawbacks of real-world asset tokenization.The difference between cryptocurrency funds and tokenized funds.The future of tokenized funds.You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources: Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/blockchain-asset-management Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
Lazard Asset Management’s Head of Financial Institutions Group, Jen Abate, sat down with Morningstar to discuss the future of investments, the status of intermediary business, and how a solutions-first approach is the foundation of good, long-term client relationships. In this episode:The ever-changing face of the finance industryThe crucial role of solution-focused asset managementThe importance of infrastructure investment You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/investment-solutions-future-of-financeCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
Interval funds have found a foothold in the U.S. private markets, accumulating $48.9 billion in assets under management. PIMCO’s Christian Clayton explains some of the benefits and risks of this complex new investment vehicle.In this episode:A clear definition of interval funds.Benefits and drawbacks of interval funds.When advisors should consider alternative investments.You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/private-markets-interval-fundsCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
New Edge Wealth’s CIO, Cameron Dawson, sat down with Morningstar to discuss the future of investments, the status of active management, and how a holistic, customized approach is the foundation of a good investment philosophy that ensures each decision, whether risk or return, is balanced and ideal for the individual investor.In this episode: How New Edge Wealth approaches their investment philosophyThe 2024 outlook of wealth management and strategyWhere active management stands in today’s investment landscape – is it still useful?You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources:Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
Alternative investment strategies have become more accessible than ever before with product innovations. Are alternatives a fad or here to stay? According to Franklin Templeton’s Tony Davidow, the right education and content can help advisors uncover overlooked opportunities in the private market.
In this episode of Big Picture in Practice, our hosts sit down with Chris to understand Rockefeller Global Family Office and their approach to sustainable practice growth.The value of personal touch in a digital world.Strategies to recruit advisor talent.Approaches to a consistent company culture across geographies.You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.
In this episode, the Big Picture in Practice podcast breaks down retirement spending and saving trends.KC Boas, the head of retirement marketing at BlackRock, shares her outlook on emerging retirement solutions including: Life expectancy and retirement planning. Access and inclusion issues in retirement. Secure Act 2.0 and retirement.You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources:Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceCheck out our blog: https://www.morningstar.com/views/podcasts/big-picture-in-practice/retirement-savings-spending-trends](https://www.morningstar.com/views/podcasts/big-picture-in-practice/retirement-savings-spending-trends)Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
The world of investments today isn’t the same as what it was 20 years ago. Back then, the services that financial advisors provided their clients were much more 1:1 matched. As Rob Pettman, EVP and head of wealth management solutions at LPL Financial can attest, it was “a bit like being a Home Depot floor worker.”In today’s landscape, however, advisors have evolved greatly in how they work with their investor clients on wealth management and exploring opportunities.Rob Pettman joins the Big Picture in Practice hosts to talk about the evolution of the broker-dealer landscape. What it was, what it has become, and what it could be down the line.You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources:Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceCheck out our blog: https://www.morningstar.com/views/podcasts/big-picture-in-practice/broker-dealer-landscapeSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.
Even if you live under a rock, you’ve probably heard the recent buzz around artificial intelligence. In the financial services industry, AI has sparked enthusiasm with its promise to automate tedious tasks and revolutionize efficiency, products, and services. But it’s also raised concerns, as financial regulators explore guardrails and practitioners evaluate potential biases. To understand what AI means for wealth management professionals and investors, the Big Picture in Practice podcast went to the experts. Andrew Brzezinski, head of data strategy, business intelligence, and advanced analytics at Fidelity Investments, defines AI and what it means for the future of financial services. You can listen to this and other episodes of Morningstar’s Big Picture in Practice podcast on a variety of platforms. Keep up with the latest episodes by subscribing to our Big Picture in Practice Newsletter.If you have questions or ideas for future topics, email us at bigpictureinpractice@morningstar.com.
Want to dive deeper? Check out these additional resources:Subscribe to the Big Picture in Practice newsletter and get each episode delivered straight to your inbox: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterRead our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/etfs-reshape-capital-marketsExplore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
Want to dive deeper? Check out these additional resources:Subscribe to the Big Picture in Practice newsletter and get each episode delivered straight to your inbox: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterRead our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/sec-rules-ai-proposalExplore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
How can advisors keep up with the evolving expectations of investors? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Mike Van Wyk, director of customer research and insights at Capital Group, to explore what financial advisor firms need to target to see high growth, client reach, and long-term scalability.
Want to dive deeper? Check out these additional resources:
Subscribe to the Big Picture in Practice newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter
Read our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/financial-advisor-growth-best-practices
Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
In the season 1 finale of Big Picture in Practice, Julie Willoughby and Syl Flood interview Sandy Kaul about how disruptive technology like digital assets and AI will impact the future of the investment and wealth management industry. Sandy is the senior vice president of Franklin Templeton.
As the demand for personalization at scale increases, direct indexing and separately managed accounts are also becoming more popular. Tune into the latest episode of Big Picture in Practice to hear Syl Flood and Julie Willoughby discuss these strategies with guests Kaitlin Hendrix and Shawn Jaberzadeh.
In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss the role of behavioral finance as a science in managing wealth client relationships. Joining them are guests Sarah Newcomb, Director of Financial Psychology for Morningstar, and Stan Treger, a behavioral insights advisor with Northern Trust.
In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss how advisors can reach the next generation of investors. Joining them are guests Chanelle Pattinson, a Chartered Financial Planner and cofounder of Money Means, a financial planning subscription platform, and Ollie Smith, the senior editor of Morningstar’s European editorial team.
In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood dive into ESG regulations with guests Aron Szapiro and Bryan McGannon. Aron is the head of retirement studies and public policy at Morningstar, and Bryan is the director of policy and programs at US SIF: The Forum for Sustainable and Responsible Investment.
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