Big Picture In Practice
Morningstar, Ben Johnson, Julie Willoughby
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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.
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.
How Have Broker-Dealer Practices Evolved, and What’s Coming Next?
Big Picture In Practice
01/18/24 • 26 min
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-practice
Check out our blog: https://www.morningstar.com/views/podcasts/big-picture-in-practice/broker-dealer-landscape
Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter
Questions or ideas? Email us at [email protected].
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.
The SEC’s 2024 Rulemaking Agenda: What’s Ahead for Climate and AI Proposals
Big Picture In Practice
11/20/23 • 30 min
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-newsletter
Read our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/sec-rules-ai-proposal
Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
2024 Trends in Retirement Savings and Spending With BlackRock
Big Picture In Practice
02/01/24 • 32 min
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-practice
Check 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-newsletter
Questions or ideas? Email us at [email protected].
Decode AI Uses in Wealth Management With Fidelity’s Head of Data Strategy
Big Picture In Practice
01/04/24 • 35 min
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 [email protected].
It’s Time to Have the Talk ... About Sustainability
Big Picture In Practice
09/09/22 • 27 min
Matt and Julie interview Shila Wattamwar and Danika Waddell about sustainability. Shila is the Global Head of Retail and Wealth ESG Strategy and Strategic Partnerships at Morningstar Sustainalytics. Danika is the founder and president of Xena Financial Planning.
What Advisors Need to Know About Interval Funds
Big Picture In Practice
04/11/24 • 30 min
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 [email protected].
Tokenization of Real-World Assets: Definitions, Pros, Use Cases
Big Picture In Practice
05/09/24 • 30 min
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 [email protected].
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]).
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FAQ
How many episodes does Big Picture In Practice have?
Big Picture In Practice currently has 34 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 'The Evolution and Popularity of Model Portfolios: A Conversation with BlackRock' 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 31 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.
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