Big Picture In Practice – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

Big Picture In Practice

Morningstar, Ben Johnson, Julie Willoughby

Business

Frequency: 1 episode/26d. Total Eps: 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

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

Spotify

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Shared links between episodes and podcasts

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

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RSS feed quality

To improve

Score global : 63%

Publication history

Monthly episode publishing history over the past years.

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Latest published episodes

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Why AI Can’t Replace Human Financial Advisors

Episode 35

Thursday, December 12, 2024 • Duration 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

Episode 34

Monday, December 2, 2024 • Duration 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

Episode 25

Thursday, June 6, 2024 • Duration 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

Episode 24

Thursday, May 23, 2024 • Duration 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

Episode 23

Thursday, May 9, 2024 • Duration 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

Episode 22

Thursday, April 25, 2024 • Duration 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

Episode 21

Thursday, April 11, 2024 • Duration 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

Episode 20

Thursday, March 28, 2024 • Duration 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

Episode 19

Thursday, March 14, 2024 • Duration 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

Episode 18

Thursday, February 15, 2024 • Duration 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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Big Picture In Practice – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Big Picture In Practice – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other27

LinkedIn20

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other27

LinkedIn20