Big Picture In Practice – Détails, épisodes et analyse

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Big Picture In Practice

Morningstar, Ben Johnson, Julie Willoughby

Business & Entrepreneuriat

Fréquence : 1 épisode/26j. Total Éps: 41

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.

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Apple Podcasts

🇩🇪 Allemagne - investing
20/04/2025
#98
🇫🇷 France - investing
21/12/2024
#89

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Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

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https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter
49 partages
https://www.morningstar.com/views/podcasts/big-picture-in-practice
44 partages
https://morningstar.com/views/podcasts/big-picture-in-practice
5 partages

https://www.linkedin.com/in/syl-flood-7381721/
7 partages
https://www.linkedin.com/in/julie-willoughby-4a6a091/
6 partages

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Score global : 63%

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Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Why AI Can’t Replace Human Financial Advisors

Épisode 35

jeudi 12 décembre 2024 • Durée 33:18

In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.

Listen now for:

How financial advice has evolved over the last 25 years.
What advisors can outsource to free up time for client engagement?
What advisor activities truly add value for investors.

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/financial-advisor-value-proposition
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-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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How Active ETFs Are Revolutionizing Investment Strategies

Épisode 34

lundi 2 décembre 2024 • Durée 48:34

AllianceBernstein’s Global Head of ETFs, Noel Archard, joins Big Picture in Practice to discuss the evolution of ETFs, their adaptability to changing markets, and the rising demand for tailored investment solutions. From the emergence of active ETFs to the integration of alternative wrappers like interval funds and SMAs, Noel sheds light on how these tools empower financial advisors to better serve their clients.

In this episode:

The evolution of ETFs and their role in modern investing
Active ETFs and their alignment with transparency and cost-efficiency
The importance of liquidity and tax efficiency in portfolio management
How interval funds and private credit solutions complement traditional portfolios

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/etf-interval-fund-trends
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-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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What Financial Advisors Don’t Know About Bitcoin ETFs

Épisode 25

jeudi 6 juin 2024 • Durée 33:49

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-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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Demystifying the Escalating Cost of Education and the Power of 529 Plans with Tricia Scarlata

Épisode 24

jeudi 23 mai 2024 • Durée 29:17

In this episode:

The rising costs of high education
The importance of saving and investing early
The versatility of 529 college savings plans

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/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-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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Tokenization of Real-World Assets: Definitions, Pros, Use Cases

Épisode 23

jeudi 9 mai 2024 • Durée 30:10

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-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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The Ever-Changing Face of Finance with Jen Abate

Épisode 22

jeudi 25 avril 2024 • Durée 41:41

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 industry
The crucial role of solution-focused asset management
The 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-finance
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-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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What Advisors Need to Know About Interval Funds

Épisode 21

jeudi 11 avril 2024 • Durée 30:30

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-funds
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-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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The Future of Investments: A Conversation with New Edge Weath

Épisode 20

jeudi 28 mars 2024 • Durée 37:30

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 philosophy
The 2024 outlook of wealth management and strategy
Where 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-practice
Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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The Role of Private-Market Investments in Today’s Portfolios

Épisode 19

jeudi 14 mars 2024 • Durée 31:42

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.

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How to Grow a Family Office Without Losing the Personal Touch

Épisode 18

jeudi 15 février 2024 • Durée 30:56

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.

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