Big Picture In Practice
Morningstar, Ben Johnson, Julie Willoughby
Outreach Signals
Publishing Details
Contact & Outreach
About This Podcast
Social Media
Explore Statistics
Recent Episodes
Ritholtz Wealth Management: “Tax Advice is Financial Advice"
Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than…
Stephanie Drescher: The Case for Adding Private-Market Exposure to 401(k) Plans
Stephanie Drescher, chief client and product development officer at Apollo Global Management, says it’s up to advisors to educate clients on how to strategically tap into the potential of this…
How Fixed-Income ETFs Transformed Bond Markets: Lessons from BlackRock’s Steve Laipply
Are bonds boring? That’s their reputation—and it’s a big part of why investors embrace them.But Steve Laipply, global co-head of iShares fixed-income ETFs at BlackRock, thinks there’s also a lot more…
Planning First: Redefining Retirement Income with Schwab’s Inga Rachwald and Rob Williams
Schwab’s Rob Williams and Inga Rachwald join Ben and Julie to unpack why retirement income is first and foremost a planning challenge—one that demands balancing emotional biases, clear goals, and…
Live from MIC: Anna Snider on Private Market Opportunities
Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection…
Jim Caron on Volatile Market Strategy and Global Portfolio Diversification
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:…
Navigating Opportunity in Volatile Markets
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:…
The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders
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…
How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value
Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/evidence-driven-financial-advisor-valueCatch up on previous…
How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships
Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategiesCatch up on previous episodes:…
The Evolution of Model Portfolios: A Deep Dive with Envestnet
In this episodeThe 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…
Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing
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…
Money Market Funds, Explained
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…
New Tech and the Future of Financial Advice
Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/asset-management-new-tech-stackCatch up on previous episodes:…
Why AI Can’t Replace Human Financial Advisors
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…
How Active ETFs Are Revolutionizing Investment Strategies
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…
Creative Planning's Vision for the RIA Industry
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…
The Growing Importance of Alternative Assets
In this episode: Alternative investments offer unique diversification opportunities.Interval funds provide liquidity and access to private assets.Tokenization could reshape access to alternative…
Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin
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…
Unified Managed Accounts and SMAs, Compared
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…
Frequently Asked Questions
Big Picture In Practice has published 50 episodes since April 2022, covering topics in Business, Investing.
Big Picture In Practice is currently sporadic with new episodes every 2 weeks. Average episode length is 34m.
Sign up on Grep.FM to access contact details for Big Picture In Practice, including email and social media links.
Similar Podcasts
A Book with Legs
Smead Capital Management
126 episodes
The Meb Faber Show - Better Investing
The Idea Farm
701 episodes
Jake & Gino: Real Estate Investing & Multifamily
Jake & Gino
1,342 episodes
Real Estate Investing Mastery Podcast
Joe McCall
974 episodes
Big Technology Podcast
Alex Kantrowitz
534 episodes
Exit Rich
Michelle Seiler Tucker
145 episodes