Big Picture In Practice
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.
Episodes
Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts
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Morgan Stanley CIO Jim Caron explains how Trump’s tariff-funded fiscal policy could impact market volatility, sector trends, and investor portfolios.
Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts
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Explore with BNY Wealth’s Sinead Colton Grant how private markets, risk tolerance, and asset allocation shape wealth strategies in today’s volatile market.
Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts
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Grayscale’s Dave LaValle and John Hoffman share how advisors can navigate crypto’s rapid evolution, from understanding the technology and ETF parallels to preparing for regulatory shifts and AI-driven innovation as digital asset adoption accelerates.
Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts
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Additional resources:
Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/evidence-driven-financial-advisor-value
Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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Additional resources:
Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategies
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@...
In this episode
- The red flags to watch for when evaluating model portfolios.
- How private markets could strengthen model portfolios—and the risks involved.
- Why technology will drive personalization, but human connection with remain key.
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/r...
In this episode:
- The tax advantages of ETFs and how they compare to other investment vehicles.
- How Section 351 conversions enable tax-efficient transitions from SMAs to ETFs.
- Potential regulatory risks and what they mean for the future of ETF tax benefits.
Additional resources:
Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/351-conversion-sma-to-etf-white-labe...
Deborah is the chief investment officer of global liquidity markets at Federated Hermes. She joined the Big Picture in Practice hosts to discuss this humble, yet sizable corner of the asset management industry.
Listen now for:
- A one-minute history of money market funds.
- The role of money market funds in cash management and capital preservation.
- Emerging innovations in money market funds.
Additional resources:
Additional resources:
Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/asset-management-new-tech-stack
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 bigpictureinpracti...
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...
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:
In this episode:
- Understand the importance of aligning growth strategies with client needs and preferences.
- Learn practical techniques to enhance client engagement while pursuing new business opportunities.
- Explore how prioritizing client satisfaction can lead to sustainable growth in the wealth management sector.
Additional resources:
- Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in...
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.mor...
In this episode:
- How advisors can focus on services over products to meet client needs.
- Why holistic guidance and treating the practice like a small business can help drive success.
- How staying informed on global trends and embracing continuous learning fosters long-term success.
You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.
Additional resources:
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: http...
Schwab’s Jason Diefenthaler breaks down the inner workings of tax-exempt investment strategies.
In this episode:
- The basics of tax-managed fixed income.
- Tax management tactics for separate accounts.
- Tips to measure client outcomes and manage expectations.
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....
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 ...
In this episode:
- Benefits and drawbacks of RIA consolidation.
- What investors want from financial advisors.
- How financial advisors can explain their value in a sea of sameness.
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/ria-consolidation-r...
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...
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