Big Picture In Practice
Morningstar, Ben Johnson, Julie Willoughby
All episodes
Best episodes
Top 10 Big Picture In Practice Episodes
Goodpods has curated a list of the 10 best Big Picture In Practice episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Big Picture In Practice for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Big Picture In Practice episode by adding your comments to the episode page.
Diving Deep into Direct Indexing and Separately Managed Accounts
Big Picture In Practice
12/02/22 • 28 min
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.
How Behavioral Finance Impacts Wealth Management
Big Picture In Practice
11/18/22 • 28 min
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.
Making Portfolios Personal
Big Picture In Practice
07/27/22 • 29 min
What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. Matt and Julie interview Cindy Galiano and Zach Hamilton about direct indexing. Cindy is the head of product, investment management at Morningstar. Zach serves as a financial advisor at Alterra Advisors.
The Growing Importance of Alternative Assets
Big Picture In Practice
10/17/24 • 42 min
In this episode:
- Alternative investments offer unique diversification opportunities.
- Interval funds provide liquidity and access to private assets.
- Tokenization could reshape access to alternative markets.
Additional resources:
- Read a summary of the episode: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/future-of-investing-alternative-assets
- 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 [[email protected]](mailto:[email protected]).
Unified Managed Accounts and SMAs, Compared
Big Picture In Practice
09/19/24 • 38 min
Dimensional Fund Advisors’ Katie Hendrix and Bryce Skaff dive into the firm’s new UMA platform.
In this episode:
- Differences between unified managed accounts, separate accounts, and direct indexing.
- A look inside UMA platform technology.
- How UMAs address tax considerations.
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/tax-managed-separate-accounts
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 [email protected].
Understanding and Meeting the Unique Needs of Different Investor Segments
Big Picture In Practice
08/29/24 • 44 min
In the complex world of financial advising, one size doesn't fit all. The diversity among investors is vast, with hybrid investors, millennials, Gen X, and women each bringing unique preferences, concerns, and goals to the table. This presents a powerful yet perplexing challenge to financial advisors: how to tailor their services effectively to each group.
Listen to our in-depth conversation with Brie as she shares the distinctive needs of four primary investor cohorts and her views on the digitization and personalization of financial advisory services.
Additional resources:
Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/serving-diverse-investor-needs
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 [email protected].
The Role of Private-Market Investments in Today’s Portfolios
Big Picture In Practice
03/14/24 • 31 min
How to Grow a Family Office Without Losing the Personal Touch
Big Picture In Practice
02/15/24 • 30 min
- 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.
Introducing Big Picture In Practice
Big Picture In Practice
04/21/22 • 1 min
Featuring Matthew Radgowski, Head of Morningstar's Advisor Solutions, and Julie Willoughby, Head of Enterprise Sales and Integrated Client Coverage, Americas.
Rise of the Machines: Disruptive Technology and Advice
Big Picture In Practice
12/16/22 • 28 min
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.
Show more best episodes
Show more best episodes
FAQ
How many episodes does Big Picture In Practice have?
Big Picture In Practice currently has 41 episodes available.
What topics does Big Picture In Practice cover?
The podcast is about Financial Planning, Management, Investing, Financial Advisor, Podcasts, Finance, Business and Sustainability.
What is the most popular episode on Big Picture In Practice?
The episode title 'What Financial Advisors Don’t Know About Bitcoin ETFs' is the most popular.
What is the average episode length on Big Picture In Practice?
The average episode length on Big Picture In Practice is 33 minutes.
How often are episodes of Big Picture In Practice released?
Episodes of Big Picture In Practice are typically released every 14 days.
When was the first episode of Big Picture In Practice?
The first episode of Big Picture In Practice was released on Apr 21, 2022.
Show more FAQ
Show more FAQ