https://simplecast.com 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. Morningstar en Fri, 5 Dec 2025 12:00:00 +0000 Fri, 5 Dec 2025 12:00:13 +0000 https://big-picture-in-practice.simplecast.com Big Picture In Practice https://image.simplecastcdn.com/images/a7b5d56f-cf75-4e57-b025-215586430012/4323212a-563c-4325-9a3b-161b1514924f/3000x3000/big-20picture-20in-20practice-intrinsic.jpg?aid=rss_feed https://big-picture-in-practice.simplecast.com episodic 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. Morningstar, Ben Johnson, Julie Willoughby false https://feeds.simplecast.com/TeIhxHjk financial planning, investing, portfolio management, equity research, financial advisor, finance, regulation, index, sustainability, best interest, personalization, enterprise platform, wealth manager, client engagement, direct indexing, wealth management Morningstar bigpictureinpractice@morningstar.com 8a689a2c-e04b-454a-bed3-0b56d4b87e65 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 six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management.

In this episode, Bill and Bill talk with Ben and Julie about:

  • The importance of investing in artisan tax planning as a financial advisory practice
  • Why wealth firms are pulling tax work in-house
  • The tax landmines in the One Big Beautiful Bill
  • Overlooked issues in estate planning and inheritance taxes

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


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]]> Fri, 5 Dec 2025 12:00:00 +0000 bigpictureinpractice@morningstar.com (Bill Artzerounian, Bill Sweet, investing podcast, Julie Willoughby, Ben Johnson) https://big-picture-in-practice.simplecast.com/episodes/ritholtz-wealth-management-tax-advice-is-financial-advice-7qpAml7e 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 six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management.

In this episode, Bill and Bill talk with Ben and Julie about:

  • The importance of investing in artisan tax planning as a financial advisory practice
  • Why wealth firms are pulling tax work in-house
  • The tax landmines in the One Big Beautiful Bill
  • Overlooked issues in estate planning and inheritance taxes

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


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]]> Ritholtz Wealth Management: “Tax Advice is Financial Advice" Bill Artzerounian, Bill Sweet, investing podcast, Julie Willoughby, Ben Johnson 00:43:33 One truth that Ritholtz Wealth Management holds to be self-evident: Clients hate paying taxes more than they like making money. One truth that Ritholtz Wealth Management holds to be self-evident: Clients hate paying taxes more than they like making money. financial advice, tax planning, podcast for financial professionals, tax advice, financial advisor podcast, investing podcast false full 49 3a901bff-0aa1-473a-a941-db3c3efb8d74 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 market.

In this episode, Stephanie talks with Ben and Julie about:

  • Making the most of the multi-trillion-dollar opportunity in private markets
  • What’s behind their accelerating democratization
  • The shift from “managing to the lowest fee to achieving the greatest outcome"
  • Why less-liquid private investments are a good fit for long-term retirement funds

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


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]]> Fri, 21 Nov 2025 12:00:00 +0000 bigpictureinpractice@morningstar.com (Stephanie Drescher, Julie Willoughby, Ben Johnson) https://big-picture-in-practice.simplecast.com/episodes/stephanie-drescher-the-case-for-adding-private-market-exposure-to-401k-plans-J8LMrCZE 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 market.

In this episode, Stephanie talks with Ben and Julie about:

  • Making the most of the multi-trillion-dollar opportunity in private markets
  • What’s behind their accelerating democratization
  • The shift from “managing to the lowest fee to achieving the greatest outcome"
  • Why less-liquid private investments are a good fit for long-term retirement funds

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


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]]> Stephanie Drescher: The Case for Adding Private-Market Exposure to 401(k) Plans Stephanie Drescher, Julie Willoughby, Ben Johnson 00:45:02 Private investments are easier than ever to include in investor portfolios. And though they’re more in-demand than ever, they still account for only about 3% of individual portfolios, compared to approximately 20% of institutional portfolios. Private investments are easier than ever to include in investor portfolios. And though they’re more in-demand than ever, they still account for only about 3% of individual portfolios, compared to approximately 20% of institutional portfolios. how do i add private investments to my 401(k), private markets in 401(k), private market investments in retirement account false full 48 81553763-b32f-47b3-84f8-14ce1d909d24 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 excitement to bonds than we give them credit for.

In this episode, Steve talks with Ben and Julie about:

  • ETFs’ role in transforming investor access to bonds
  • The value of bond ETFs in providing liquidity, transparency, and price discovery
  • How fixed-income ETFs fared during the covid-19 market turmoil
  • Recent innovations in the fixed-income space

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


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]]> Wed, 29 Oct 2025 21:47:15 +0000 bigpictureinpractice@morningstar.com (Steve Laipply, Julie Willloughby, Ben Johnson) https://big-picture-in-practice.simplecast.com/episodes/how-fixed-income-etfs-transformed-bond-markets-lessons-from-blackrocks-steve-laipply-i9bYROus 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 excitement to bonds than we give them credit for.

In this episode, Steve talks with Ben and Julie about:

  • ETFs’ role in transforming investor access to bonds
  • The value of bond ETFs in providing liquidity, transparency, and price discovery
  • How fixed-income ETFs fared during the covid-19 market turmoil
  • Recent innovations in the fixed-income space

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


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]]> How Fixed-Income ETFs Transformed Bond Markets: Lessons from BlackRock’s Steve Laipply Steve Laipply, Julie Willloughby, Ben Johnson 00:34:10 BlackRock’s Steve Laipply traces the evolution of fixed-income ETFs—from their skeptical early reception to becoming a core liquidity and price-discovery tool across global bond markets. He explains how innovations such as portfolio trading, electronic pricing, and active ETF strategies have helped advisors build more efficient portfolios and manage risk through even the most stressed market environments, including the COVID-19 crisis. BlackRock’s Steve Laipply traces the evolution of fixed-income ETFs—from their skeptical early reception to becoming a core liquidity and price-discovery tool across global bond markets. He explains how innovations such as portfolio trading, electronic pricing, and active ETF strategies have helped advisors build more efficient portfolios and manage risk through even the most stressed market environments, including the COVID-19 crisis. price discovery etfs, liquidity in bond markets, etf market structure, bond etfs, fixed-income etfs, etf liquidity, fixed-income portfolio construction false full 47 dfd21119-800e-439a-b536-4de16dde0403 Planning First: Redefining Retirement Income with Schwab’s Inga Rachwald and Rob Williams Wed, 15 Oct 2025 23:23:43 +0000 bigpictureinpractice@morningstar.com (Rob Williams, Inga Rachwald, Julie Willoughby, Ben Johnson) https://big-picture-in-practice.simplecast.com/episodes/planning-first-redefining-retirement-income-with-schwabs-inga-rockwell-and-rob-williams-A_hl0Ms_ Planning First: Redefining Retirement Income with Schwab’s Inga Rachwald and Rob Williams Rob Williams, Inga Rachwald, Julie Willoughby, Ben Johnson 00:41:37 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 smart investment choices. Together, they explore how advisors can reframe conversations around income, broaden clients’ understanding of risk, and apply practical strategies that connect portfolios to real-life outcomes. 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 smart investment choices. Together, they explore how advisors can reframe conversations around income, broaden clients’ understanding of risk, and apply practical strategies that connect portfolios to real-life outcomes. morningstar retirement insights, financial planning for retirees, retirement income planning, behavioral finance in retirement, retirement planning strategies, schwab retirement insights, income distribution strategies, sustainable retirement income, retirement portfolio management, advisor retirement planning, big picture in practice podcast, retirement income conversations, morningstar podcast for advisors, financial advisor best practices, retirement income solutions, retirement withdrawal strategies, client goals in financial planning false full 46 aa7b1ecb-698c-496c-aa5f-f1a3b39f15d9 Live from MIC: Anna Snider on Private Market Opportunities Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts


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]]> Thu, 25 Sep 2025 05:00:00 +0000 bigpictureinpractice@morningstar.com (Anna Snider, Ben Johnson, Julie Willoughby) https://www.morningstar.com/business/insights/podcasts Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts


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]]> Live from MIC: Anna Snider on Private Market Opportunities Anna Snider, Ben Johnson, Julie Willoughby 00:28:10 In a special live episode taped at this year's Morningstar Investment Conference, Anna Snider shares her perspective on private markets and its opportunities for advisors. In a special live episode taped at this year's Morningstar Investment Conference, Anna Snider shares her perspective on private markets and its opportunities for advisors. alternative investing, private markets, public vs. private markets, advisors, private markets vs. public markets investing, advisor opportunities in private markets false full 45 82e9b358-9e10-4589-910b-874999885b25 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: https://www.morningstar.com/business/insights/podcasts


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]]> Thu, 28 Aug 2025 20:15:22 +0000 bigpictureinpractice@morningstar.com (Jim Caron, Ben Johnson, Julie Willoughby) https://www.morningstar.com/business/insights/podcasts 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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]]> Jim Caron on Volatile Market Strategy and Global Portfolio Diversification Jim Caron, Ben Johnson, Julie Willoughby 00:37:59 Jim Caron, CIO of the Portfolio Solutions Group at Morgan Stanley, breaks down how tariffs, inflation, and rising correlations are reshaping investment playbooks. Get practical insight into navigating a volatile market. Jim Caron, CIO of the Portfolio Solutions Group at Morgan Stanley, breaks down how tariffs, inflation, and rising correlations are reshaping investment playbooks. Get practical insight into navigating a volatile market. volatility increases, stock prices, stock market, interest rates, trading volatility, broker dealer, price swings, market risk, market volatility, investment strategies, long term, short term, s&p 500 false full 44 a5598fe9-5b0f-49dd-ba7f-dd20dbdb4085 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: https://www.morningstar.com/business/insights/podcasts


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]]> Thu, 14 Aug 2025 05:00:00 +0000 bigpictureinpractice@morningstar.com (Sinead Colton Grant, Ben Johnson, Julie Willoughby) https://www.morningstar.com/business/insights/podcasts 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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]]> Navigating Opportunity in Volatile Markets Sinead Colton Grant, Ben Johnson, Julie Willoughby 00:27:34 BNY Wealth Chief Investment Officer, Sinead Colton Grant, discusses how private markets, risk tolerance, and asset allocation can shape modern wealth strategies and how to find opportunity in today's volatile investment landscape. BNY Wealth Chief Investment Officer, Sinead Colton Grant, discusses how private markets, risk tolerance, and asset allocation can shape modern wealth strategies and how to find opportunity in today's volatile investment landscape. geopolitical risk, evergreen funds, asset allocation, infrastructure investing, private markets, public vs. private markets, private credit, institutional investing, portfolio diversification, risk tolerance, long-term investing, semi-liquid funds, manager selection false full 43 57f3dc4f-f90b-4270-9e0c-4d290447af47 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 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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]]> Thu, 31 Jul 2025 21:04:40 +0000 bigpictureinpractice@morningstar.com (John Hoffman, Dave LaValle, Julie Willoughby, Ben Johnson) https://www.morningstar.com/business/insights/podcasts 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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]]> The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders John Hoffman, Dave LaValle, Julie Willoughby, Ben Johnson 00:41:29 Crypto adoption is accelerating. Hear Grayscale leaders break down market trends, investor education, and how advisors can guide clients through the next wave. Crypto adoption is accelerating. Hear Grayscale leaders break down market trends, investor education, and how advisors can guide clients through the next wave. grayscale crypto insights, crypto adoption trends, crypto regulation 2025, digital asset strategies for wealth managers, cryptocurrency etfs for advisors, ai in crypto investing, crypto for financial advisors false full 42 dfad1372-e8a4-4110-873f-d902ac07b535 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-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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]]> Fri, 18 Jul 2025 17:50:00 +0000 bigpictureinpractice@morningstar.com (John West, Julie Willloughby, Ben Johnson) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/evidence-driven-financial-advisor-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-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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]]> How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value John West, Julie Willloughby, Ben Johnson 00:45:14 John West has spent decades in the investment world —and he’s sharing game-changing advice for financial advisors on how they can elevate their practice with tax-efficient planning, personalized portfolios, and an honest, evidence-based approach to client success. John West has spent decades in the investment world —and he’s sharing game-changing advice for financial advisors on how they can elevate their practice with tax-efficient planning, personalized portfolios, and an honest, evidence-based approach to client success. financial advisor for high-net-worth individuals, capital markets consulting, tax-efficient investing, personalized financial planning, institutional investment consulting, investment portfolio construction, evidence-based investing, wealth management for professionals, holistic wealth management, fee and tax-aware investing false full 41 4d3f73a3-b374-4007-b51b-9351997388f9 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-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

 

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]]> Thu, 6 Mar 2025 15:10:00 +0000 bigpictureinpractice@morningstar.com (Ben Johnson, Julie Willoughby, Matt O'Connor) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategies 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@morningstar.com.


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]]> How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships Ben Johnson, Julie Willoughby, Matt O'Connor 00:40:25 Explore how modern advisor engagement strategies are transforming client relationships in wealth management. Learn from Capital Group’s innovative approaches, the evolving role of fund wholesalers, and actionable insights to strengthen financial plans and drive long-term success. Explore how modern advisor engagement strategies are transforming client relationships in wealth management. Learn from Capital Group’s innovative approaches, the evolving role of fund wholesalers, and actionable insights to strengthen financial plans and drive long-term success. morningstar portfolio management trends, asset management trendsa, morningstar advisor insights, strategies for financial advisors to grow their practice, advisor marketing strategies, morningstar research for financial advisors, capital group wealth management solutions, investment solutions, personalized investment strategies, the future of financial advisor-client interactions, private markets investing, etf trends and portfolio construction for advisors, best investment solutions for wealth managers, capital group investment strategies, capital markets insights, client relationship management, advisor marketing trends, financial advisor engagement, wealth management strategies, how asset managers can optimize client relationships, how top financial firms are evolving advisor support, private markets vs. public markets investing, financial advisor tools, the role of ai in financial advisory services, leveraging technology for financial advisor success, how financial advisors can enhance client engagement, capital group private markets, morningstar big picture in practice podcast false full 40 c15fc732-888e-4fc6-9aee-2a5b8f2b1026 The Evolution of Model Portfolios: A Deep Dive with Envestnet 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/research/big-picture-in-practice-newsletter


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]]> Thu, 20 Feb 2025 11:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Ling-Wei Hew) https://big-picture-in-practice.simplecast.com/episodes/the-evolution-of-model-portfolios-a-deep-diva-with-envestnet-0jGIn6qb 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/research/big-picture-in-practice-newsletter


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]]> The Evolution of Model Portfolios: A Deep Dive with Envestnet Julie Willoughby, Ben Johnson, Ling-Wei Hew 00:36:17 The evolution of model portfolios is underway, presenting a substantial benefit for advisors and asset managers through the simplification of operational duties and promoting enhanced client connections. Join us as we dive deep into model portfolios with Ling-Wei Hew, a Principal Director at Envestnet and a veteran in the model portfolio space. The evolution of model portfolios is underway, presenting a substantial benefit for advisors and asset managers through the simplification of operational duties and promoting enhanced client connections. Join us as we dive deep into model portfolios with Ling-Wei Hew, a Principal Director at Envestnet and a veteran in the model portfolio space. outsourced investing, portfolio management, morningstar wealth management trends, personalized investing, asset allocation, fee compression, due diligence, best practices for conducting due diligence on model portfolios, transparency, private markets, morningstar model portfolios, the role of private markets in modern investment strategies, risk-adjusted returns, distribution, financial advisors, how financial advisors can leverage model portfolios, future of model portfolios, investment opportunities, big picture in practice podcast, asset managers, technology, distribution strastegy, personalization, model portfolios, fees, morningstar research insights false full 39 738a0ec2-d984-4bb5-9011-925dcbb6d400 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 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-label-etf

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

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]]> Thu, 6 Feb 2025 11:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Wesley Gray) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/351-conversion-sma-to-etf-white-label-etf 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-label-etf

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

 

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]]> Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing Julie Willoughby, Ben Johnson, Wesley Gray 00:37:40 Wes Gray, founder of Alpha Architect, breaks down ETF tax efficiency, the rise of SMA to ETF conversions, and the future of tax-aware investing. Learn how Section 351 can help investors minimize capital gains taxes and optimize portfolio management. Wes Gray, founder of Alpha Architect, breaks down ETF tax efficiency, the rise of SMA to ETF conversions, and the future of tax-aware investing. Learn how Section 351 can help investors minimize capital gains taxes and optimize portfolio management. asset management trends, alpha architect, exchange-traded funds (etfs), morningstar podcast, registered investment advisors (rias), alternative investment vehicles, etf regulatory risks, etf architect, etf vs. mutual funds, sma to etf conversions, tax-aware investing, tax-efficient portfolio management, capital gains tax strategies, investment strategies, financial advisors, wes gray, section 351 conversions, etf innovations, white-label etfs, big picture in practice, etf tax efficiency, tax-advantaged investing false full 38 c433ba00-9f02-473e-9854-731be9656cf9 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 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:

Read a summary of this episode: https://www.morningstar.com/business/insights/blog/big-picture-in-practice/money-market-funds-cash

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

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]]> Thu, 23 Jan 2025 11:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Deborah Cunningham) https://big-picture-in-practice.simplecast.com/episodes/money-market-funds-benefits-drawbacks-regulations-dXJMTCfD 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:

Read a summary of this episode: https://www.morningstar.com/business/insights/blog/big-picture-in-practice/money-market-funds-cash

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

 

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]]> Money Market Funds, Explained Julie Willoughby, Ben Johnson, Deborah Cunningham 00:39:38 US money market funds recently eclipsed $7 trillion in assets for the first time. For decades, investors have turned to this simple, conservative investment vehicle for cash management and capital preservation. And while the Fed eyes future interest rate cuts, Deborah Cunningham doesn’t see investor interest flagging anytime soon. US money market funds recently eclipsed $7 trillion in assets for the first time. For decades, investors have turned to this simple, conservative investment vehicle for cash management and capital preservation. And while the Fed eyes future interest rate cuts, Deborah Cunningham doesn’t see investor interest flagging anytime soon. asset management trends, stable nav, money market funds, capital preservation, blockchain investments, tokenization, interest rate trends, investment risk management, treasury bills, investment strategies, short-term debt, financial advisors, tax-free investments, prime portfolios, federated hermes, daily liquidity, commercial paper, certificates of deposit, debbie cunningham, cash management false full 37 9a548130-a66e-4690-998f-16f992bcc6b5 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-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

 

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]]> Thu, 9 Jan 2025 11:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Jason Pereira) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/asset-management-new-tech-stack 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 bigpictureinpractice@morningstar.com


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]]> New Tech and the Future of Financial Advice Julie Willoughby, Ben Johnson, Jason Pereira 00:43:02 Jason Pereira, a seasoned financial planner and fintech advocate, shares his insights on the future of financial advice. From the growing impact of AI in wealth management to the evolving role of technology stacks, Pereira explores how financial advisors can navigate the complexities of the digital age while staying focused on client relationships. He also highlights key shifts in client expectations and how advisors can adapt to meet the needs of the next generation of investors. Jason Pereira, a seasoned financial planner and fintech advocate, shares his insights on the future of financial advice. From the growing impact of AI in wealth management to the evolving role of technology stacks, Pereira explores how financial advisors can navigate the complexities of the digital age while staying focused on client relationships. He also highlights key shifts in client expectations and how advisors can adapt to meet the needs of the next generation of investors. financial advisor insights, morningstar podcast, holistic client solutions, transparent financial planning, financial services thought leaders, rethinking asset management, millennial and gen z investors, digital transformation in wealth management, integrated advisor platforms, financial planning, asset management, wealth management, fintech, advisor fee models, advisor technology, disruptive financial technology, ai in finance, next-generation investors, technology for financial advisors, industry trends podcast, advisory practice innovation, financial services, future of financial advice, big picture in practice, client engagement false full 36 59bac026-ea6a-4663-8157-8ea701dc882e 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 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:

 

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> Thu, 12 Dec 2024 11:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Brent Beardsley) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/financial-advisor-value-proposition 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:

 

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> Why AI Can’t Replace Human Financial Advisors Julie Willoughby, Ben Johnson, Brent Beardsley 00:33:18 Brent Beardsley is the head of advisor solutions at Vanguard, which began working directly with advisors a quarter of a century ago. Since then, investors have gained access to the same investment information as the pros. With modern investment platforms, they can choose funds and see portfolio details on their own. Brent Beardsley is the head of advisor solutions at Vanguard, which began working directly with advisors a quarter of a century ago. Since then, investors have gained access to the same investment information as the pros. With modern investment platforms, they can choose funds and see portfolio details on their own. advisor-client relationships, role of financial advisors, investor needs in 2025, investment strategy evolution, financial planning strategies, how financial advisors add value, ai in financial services, personalized indexing for wealth managers, advisory firm growth, direct indexing explained, ai disruption in finance, future of wealth management, advisor productivity tools, why investors need financial advisors, digital transformation in wealth management, advisor automation tools, chatgpt for financial advisors, personalized financial advice, human touch in financial services, advisor technology transformation, financial advisor value, human vs. ai in finance, future of advisory firms, what is advisor alpha, advisor alpha, ai vs. human advisors, tax-loss harvesting, vanguard advisor solutions, model portfolios, advisor career insights, behavioral coaching for investors, tech for financial advisors, how behavioral coaching works false full 35 0d95d3d5-c5d4-4dcd-96d0-f040dc669481 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 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:

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> Mon, 2 Dec 2024 11:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Noel Archard) https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/etf-interval-fund-trends 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:

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> How Active ETFs Are Revolutionizing Investment Strategies Julie Willoughby, Ben Johnson, Noel Archard 00:48:34 Are you leveraging the latest trends in ETFs to enhance your investment strategies? In this episode of Big Picture in Practice, hosts Ben and Julie sit down with Noel Archard, Global Head of ETFs at AllianceBernstein, to unpack the evolution of ETFs and their growing role in reshaping portfolio management. Noel shares insights on the rapid growth of thematic and ESG-focused ETFs, the rise of active ETFs, and how these investment vehicles continue to democratize access for both individual and institutional investors. He also delves into the impact of ETFs during market volatility and provides actionable advice for financial advisors navigating today’s complex financial landscape. Are you leveraging the latest trends in ETFs to enhance your investment strategies? In this episode of Big Picture in Practice, hosts Ben and Julie sit down with Noel Archard, Global Head of ETFs at AllianceBernstein, to unpack the evolution of ETFs and their growing role in reshaping portfolio management. Noel shares insights on the rapid growth of thematic and ESG-focused ETFs, the rise of active ETFs, and how these investment vehicles continue to democratize access for both individual and institutional investors. He also delves into the impact of ETFs during market volatility and provides actionable advice for financial advisors navigating today’s complex financial landscape. transparency in investing, benefits of interval funds for private asset exposure, how etfs are reshaping investment strategies, private credit investments, etf market trends 2025, innovative investment solutions, etf market trends 2024, etfs (exchange-traded funds), using active etfs in client portfolios, tax efficiency in etfs, market volatility, advisor engagement strategies, investment strategies, esg-focused funds, alternative investment wrapped, the evolution of etfs for portfolio diversification, separately managed accounts, investment management tools, etfs for financial advisors, active etfs, private market assets, best investment wrapped for tailored client solutions, portfolio management tools, interval funds, liquidity in etfs, thematic etfs false full 34 23752a4c-ad79-44e5-a459-cbe472c8edab 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 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-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](mailto:bigpictureinpractice@morningstar.com).


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]]> Thu, 14 Nov 2024 11:00:00 +0000 bigpictureinpractice@morningstar.com (Ramesh Poola, Ben Johnson, Julie Willoughby) https://www.morningstar.com/views/podcasts/big-picture-in-practice 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-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](mailto:bigpictureinpractice@morningstar.com).


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]]> Creative Planning's Vision for the RIA Industry Ramesh Poola, Ben Johnson, Julie Willoughby 00:45:07 Ramesh Poola, co-chief investment officer at Creative Planning, shares insights on how firms can prioritize client relationships while still achieving their growth objectives. Discover strategies that integrate client focus into every aspect of business development for long-term success. Ramesh Poola, co-chief investment officer at Creative Planning, shares insights on how firms can prioritize client relationships while still achieving their growth objectives. Discover strategies that integrate client focus into every aspect of business development for long-term success. active etfs growth, interval funds for private assets, sma adoption by advisors, indexing vs active etfs, financial market innovation, etf trends 2024, etf as a share class, advisor engagement strategies, portfolio solutions for advisors, sma growth, private market investments, private equity for retail investors, advisor engagement, interval funds false full 32 815b559b-c5a6-4df0-8633-9278ca3b285a 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 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 [bigpictureinpractice@morningstar.com](mailto:bigpictureinpractice@morningstar.com).


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]]> Thu, 17 Oct 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Phil Huber, Ben Johnson, Julie Willoughby) https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/future-of-investing-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 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 [bigpictureinpractice@morningstar.com](mailto:bigpictureinpractice@morningstar.com).


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]]> The Growing Importance of Alternative Assets Phil Huber, Ben Johnson, Julie Willoughby 00:42:37 In a rapidly evolving investment landscape, the ability to adapt and innovate is crucial for success. Phil Huber, the Head of Portfolio Solutions at Cliffwater, offers valuable insights into his career journey and the strategies that have propelled him to the forefront of alternative investments. In a rapidly evolving investment landscape, the ability to adapt and innovate is crucial for success. Phil Huber, the Head of Portfolio Solutions at Cliffwater, offers valuable insights into his career journey and the strategies that have propelled him to the forefront of alternative investments. alternative asset classes, diversifying client portfolios, direct lending benchmarks, private equity access, wealth management trends, private market investment opportunities, tokenization in finance, investing in alternative assets, financial advisor strategies, alternative investments, liquidity in alternative investments, phil huber cliffwater, portfolio diversification strategies, interval funds false full 32 d860148d-e4e7-480b-865d-136810b7d797 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 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:

Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/financial-advisor-client-success

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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]]> Thu, 3 Oct 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Mike Gitlin, Julie Willoughby, Ben Johnson) https://www.morningstar.com/business/insights/blog/podcasts/financial-advisor-client-success 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:

Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/financial-advisor-client-success

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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]]> Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin Mike Gitlin, Julie Willoughby, Ben Johnson 00:35:06 Mike Gitlin, CEO of Capital Group, offers invaluable insights for industry professionals on thriving in an ever-evolving financial landscape. His candid discussion touches on adaptability, client-centric solutions, and the critical need for continuous learning. Mike Gitlin, CEO of Capital Group, offers invaluable insights for industry professionals on thriving in an ever-evolving financial landscape. His candid discussion touches on adaptability, client-centric solutions, and the critical need for continuous learning. financial advisors as small business owners, financial advisor education on active etfs, comprehensive financial portfolio management, holistic financial planning tips, tax-efficient investment strategies, best practices for financial advisors, financial advisory business strategies, successful financial coaching methods, financial advisor coaching techniques, how to build a client-centered financial advisory practice, generational wealth transfer planning, continuous learning for wealth managers, client relationship management for financial advisors, how to integrate active passive and alternative investments, how to provide comprehensive financial advice, trends in financial advising 2024, kkr and capital group, how to grow a financial advisory businses, financial advisor investment strategies 2024, global economic trends impacting financial advisors false full 31 d776c7d1-86a3-4ed6-bc7e-334f56e3bd18 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 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 bigpictureinpractice@morningstar.com.


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]]> Thu, 19 Sep 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Ben Johnson, Julie Willoughby, Bryce Skaff, Kaitlin Hendrix) https://big-picture-in-practice.simplecast.com/episodes/tax-managed-separately-managed-accounts-S_3QXO58 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 bigpictureinpractice@morningstar.com.


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]]> Unified Managed Accounts and SMAs, Compared Ben Johnson, Julie Willoughby, Bryce Skaff, Kaitlin Hendrix 00:38:42 Amid compressing fees and mushrooming fund options, asset managers are clashing for market share in a new arena: personalization. Thanks to recent technological leaps, Dimensional Fund Advisors hopes to prevail with a newly accessible investment vehicle. Amid compressing fees and mushrooming fund options, asset managers are clashing for market share in a new arena: personalization. Thanks to recent technological leaps, Dimensional Fund Advisors hopes to prevail with a newly accessible investment vehicle. portfolio manager, investment portfolio, separately managed account, morningstar podcast, individual securities, investment vehicles, single account, asset allocation, stocks and bonds, mutual funds, high net worth, unified managed account uma, tax loss harvesting, types of investments, investment manager, risk tolerance, tax efficiencies, big picture in practice podcast, tax management, asset classes, overall investment strategy, big picture in practice, management fees false full 30 30e8a331-492a-44ab-9ba9-c9d1482c062b Tax-Managed Separate Accounts, Explained 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.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

Disclosures

There are risks associated with any investment approach, the Wasmer Schroeder Strategies have their own set of risks. The Wasmer Schroeder Strategies invests primarily in fixed income instruments and as such the strategies are subject to various risks including but not limited to interest rate risk, reinvestment risk, credit risk, default risk and event risk. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.

Past performance is no guarantee of future results. The material provided is for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. The statements contained herein are based upon the opinions of Charles Schwab Investment Management, Inc., dba Schwab Asset Management™, and the data available at the time of the presentation which may be subject to change depending on current market conditions. This presentation does not purport to be a complete overview of the topic stated, nor is it intended to be a complete discussion or analysis of the topic or securities discussed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Schwab Asset Management does not accept any liability for any loss or damage arising out of the use of all or any part of this presentation. This report should not be regarded by recipients as a substitute for the exercise of their own judgment and may contain numerous assumptions. Different assumptions could result in materially different outcomes. Please contact Schwab Asset Management for more complete information, including the implications and appropriateness of the strategy or securities discussed herein for any particular portfolio or client.

Wasmer Schroeder Strategies are available through Schwab's Managed Account Connection® program ("Connection"). Please read Schwab's disclosure brochure for important information and disclosures relating to Connection and Schwab's Managed Account Services®.

Portfolio Management for the Wasmer Schroeder Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.


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]]> Thu, 5 Sep 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Jason Diefenthaler) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/tax-managed-separate-accounts 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.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

Disclosures

There are risks associated with any investment approach, the Wasmer Schroeder Strategies have their own set of risks. The Wasmer Schroeder Strategies invests primarily in fixed income instruments and as such the strategies are subject to various risks including but not limited to interest rate risk, reinvestment risk, credit risk, default risk and event risk. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.

Past performance is no guarantee of future results. The material provided is for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. The statements contained herein are based upon the opinions of Charles Schwab Investment Management, Inc., dba Schwab Asset Management™, and the data available at the time of the presentation which may be subject to change depending on current market conditions. This presentation does not purport to be a complete overview of the topic stated, nor is it intended to be a complete discussion or analysis of the topic or securities discussed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Schwab Asset Management does not accept any liability for any loss or damage arising out of the use of all or any part of this presentation. This report should not be regarded by recipients as a substitute for the exercise of their own judgment and may contain numerous assumptions. Different assumptions could result in materially different outcomes. Please contact Schwab Asset Management for more complete information, including the implications and appropriateness of the strategy or securities discussed herein for any particular portfolio or client.

Wasmer Schroeder Strategies are available through Schwab's Managed Account Connection® program ("Connection"). Please read Schwab's disclosure brochure for important information and disclosures relating to Connection and Schwab's Managed Account Services®.

Portfolio Management for the Wasmer Schroeder Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.


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]]> Tax-Managed Separate Accounts, Explained Julie Willoughby, Ben Johnson, Jason Diefenthaler 00:30:14 As high interest rates linger, investors are on the hunt for income opportunities. Investors have flocked to fixed-income separate accounts for the promise of personalized portfolios and tax management savvy. As high interest rates linger, investors are on the hunt for income opportunities. Investors have flocked to fixed-income separate accounts for the promise of personalized portfolios and tax management savvy. tax-managed fixed-income strategies, municipal bond investing, bond ladders and interest rate risk, separate accounts for high net worth, fixed-income portfolio management, schwab tax-exempt strategies, why advisors choose smas, smas for tax management, how to reduce capital gains taxes, fixed-income separate accounts, capital gains tax efficiency, tax-efficient investing for advisors, custom fixed-income portfolios, managing fixed-income accounts efficiently, smas vs mutual funds, personalized investment portfolios, tax-sensitive investment strategies, tax-loss harvesting strategies, when to choose smas, active management in fixed-income, smas for wirehouse platforms, investment tax efficiency for financial advisors, schwab investment strategies, portfolio turnover and capital gains, smas for institutional clients false full 29 8bd24712-cc52-4509-bb94-126d004bada9 Understanding and Meeting the Unique Needs of Different Investor Segments 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

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]]> Thu, 29 Aug 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Morningstar) https://big-picture-in-practice.simplecast.com/episodes/serving-diverse-investor-needs-SVv_FcH6 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 bigpictureinpractice@morningstar.com.


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]]> Understanding and Meeting the Unique Needs of Different Investor Segments Morningstar 00:44:53 Brie Williams, head of practice management at State Street Global Advisors, is addressing this challenge through her groundbreaking research, redefining the future of wealth management. Her research focuses on understanding the distinct needs of different investor segments, enabling personalized financial services to build stronger relationships and add greater value to clients' lives. Brie Williams, head of practice management at State Street Global Advisors, is addressing this challenge through her groundbreaking research, redefining the future of wealth management. Her research focuses on understanding the distinct needs of different investor segments, enabling personalized financial services to build stronger relationships and add greater value to clients' lives. false full 28 e72a39fe-1d73-4484-8269-96e8ddd546a1 Hightower’s Bob Oros: What's Ahead for RIA Rollups 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-rollups
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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]]> Thu, 8 Aug 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Bob Oros) https://big-picture-in-practice.simplecast.com/episodes/ria-consolidation-rollups-HGlF3zBF 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-rollups
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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]]> Hightower’s Bob Oros: What's Ahead for RIA Rollups Julie Willoughby, Ben Johnson, Bob Oros 00:36:55 Is consolidation the answer for RIAs who want to compete in a fragmented field? Hightower’s Bob Oros talks about the industry’s future and what investors want from their advisors. Is consolidation the answer for RIAs who want to compete in a fragmented field? Hightower’s Bob Oros talks about the industry’s future and what investors want from their advisors. hightower advisors, high-value services, advisory firm differentiation, financial well-being, bob oros, advisor credentials, morningstar investment conference, client assets, sustainable growth, ria business model, private equity investments, ria firms, assets under management, financial advisors, wealth management, advisor websites, big picture in practice podcast, mid-sized ria, ria consolidation, ria industry trends, succession planning, mergers and acquisitions, fiduciary obligations, advisory platforms, wealthtechs false full 27 f8ed5ad8-2fe2-42c7-b5ae-7ec48f25b6b9 The Evolution and Popularity of Model Portfolios: A Conversation with BlackRock 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-evolution
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

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]]> Thu, 20 Jun 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Eve Cout) https://big-picture-in-practice.simplecast.com/episodes/the-evolution-and-popularity-of-model-portfolios-a-conversation-with-blackrock-dl_yljPA 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-evolution
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 Evolution and Popularity of Model Portfolios: A Conversation with BlackRock Julie Willoughby, Ben Johnson, Eve Cout 00:28:46 What does the future hold for model portfolios? The Big Picture in Practice podcast team had an enlightening conversation with Eve Cout from BlackRock, who leads the portfolio design and solutions pillar for BlackRock's US wealth advisory. She shared some valuable insights into the growth trajectory and future potential of model portfolios. What does the future hold for model portfolios? The Big Picture in Practice podcast team had an enlightening conversation with Eve Cout from BlackRock, who leads the portfolio design and solutions pillar for BlackRock's US wealth advisory. She shared some valuable insights into the growth trajectory and future potential of model portfolios. technology in portfolio management, cost-efficient investment strategies, personalized investment solutions, open architecture platform, popularity of model portfolios, portfolio oversight, tax-efficient investments, separately managed accounts (smas), future of mode portfolios, private market access, financial advisors, investment customization, blackrock insights, portfolio design, model portfolio benefits\, asset managers, asset management growth, evolution of model portfolios, wealth advisory, etf strategies false full 26 de42e470-6ddf-4669-ad54-36ec0f241133 What Financial Advisors Don’t Know About Bitcoin ETFs 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:

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> Thu, 6 Jun 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Matt Hougan) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/sec-approved-bitcoin-etfs 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:

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> What Financial Advisors Don’t Know About Bitcoin ETFs Julie Willoughby, Ben Johnson, Matt Hougan 00:33:49 Bitcoin exchange-traded funds made a long-awaited splash in the market in early 2024. Asset managers rushed out of the gate with 11 SEC-approved spot bitcoin ETFs, which have already racked up billions of dollars in assets under management. Bitcoin exchange-traded funds made a long-awaited splash in the market in early 2024. Asset managers rushed out of the gate with 11 SEC-approved spot bitcoin ETFs, which have already racked up billions of dollars in assets under management. morningstar podcast, financial podcast, wise origin bitcoin trust, funds etfs, spot bitcoin etfs, advisor podcast, ark 21shares bitcoin etf, podcast for advisors, spot bitcoin exchange traded, spot bitcoin etf approvals, matt hougan podcast, bitwise podcast, price of bitcoin, fidelity wise origin bitcoin, products whose value is tied, invesco galaxy bitcoin etf, bitcoin and products, exchanged traded fund etf false full 25 4a4058bb-46f3-435a-baac-fbffd839cabe Demystifying the Escalating Cost of Education and the Power of 529 Plans with Tricia Scarlata 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:

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> Thu, 23 May 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Tricia Scarlata) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/529-savings-plan-benefits?utm_source=simplecast&utm_medium=streaming 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:

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 Julie Willoughby, Ben Johnson, Tricia Scarlata 00:29:17 How much do people in pursuit of higher education really know about their financial options? This week on Big Picture in Practice, Tricia Scarlata Head of Education Savings at J.P. Morgan Asset Management, shares her insights about the costs and benefits of higher education and tips for financial planning. How much do people in pursuit of higher education really know about their financial options? This week on Big Picture in Practice, Tricia Scarlata Head of Education Savings at J.P. Morgan Asset Management, shares her insights about the costs and benefits of higher education and tips for financial planning. higher education costs, education funding, j.p. morgan asset management, college tuition fees, financial aid for college, maximizing college aid, cost of college, retirement vs. college savings, tuition inflation, 529 plans, college savings strategies, financial planning for college, versatility of 529 plans, education savings, tricia scarlata, tax-advantaged college savings, smart college saving tips, college financial burder, benefits of college education false full 24 756d5ab2-ba56-422e-b92c-c368739161ee Tokenization of Real-World Assets: Definitions, Pros, Use Cases 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:

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> Thu, 9 May 2024 12:00:00 +0000 bigpictureinpractice@morningstar.com (Will Peck, Julie Willoughby, Ben Johnson) https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/blockchain-asset-management 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:

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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]]> Tokenization of Real-World Assets: Definitions, Pros, Use Cases Will Peck, Julie Willoughby, Ben Johnson 00:30:10 WisdomTree’s Will Peck believes that tokenized funds could do to ETFs what ETFs did to mutual funds. In this episode, the Big Picture in Practice podcast deciphers the ins and outs of blockchain-enabled asset management. WisdomTree’s Will Peck believes that tokenized funds could do to ETFs what ETFs did to mutual funds. In this episode, the Big Picture in Practice podcast deciphers the ins and outs of blockchain-enabled asset management. digital asset management tools, morningstar podcast, distributed ledger technology, asset management podcast, blockchain solutions, finance podcast, tokenized fund, digital asset management platform, blockchain technology, digital asset definition, advisor podcast, blockchain-based, podcast for advisors, what is asset tokenization, wisdomtree podcast, financial services, what is a digital asset, digital asset investor false full 23 c43854dc-1079-4d74-afcc-dc26a3682894 The Ever-Changing Face of Finance with Jen Abate 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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]]> Thu, 25 Apr 2024 13:00:00 +0000 bigpictureinpractice@morningstar.com (Jennifer Abate, Ben Johnson, Julie Willoughby) https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/investment-solutions-future-of-finance 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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]]> The Ever-Changing Face of Finance with Jen Abate Jennifer Abate, Ben Johnson, Julie Willoughby 00:41:41 Has your financial firm been keeping up with the biggest changes in the industry? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Jen Abate of Lazard Asset Management to explore the shift from product to solution-based operations and what is coming next. Has your financial firm been keeping up with the biggest changes in the industry? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Jen Abate of Lazard Asset Management to explore the shift from product to solution-based operations and what is coming next. financial advisor, lazard, morningstar podcast, intermediary business, podcast for financial professionals, investment solutions, investments, investment products, asset management, podcast for advisors, morningstar, big picture in practice false full 22 c76f2265-c44e-48a4-bc3a-088f308e81d3 What Advisors Need to Know About Interval Funds 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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]]> Thu, 11 Apr 2024 05:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Christian Clayton) https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/private-markets-interval-funds 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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]]> What Advisors Need to Know About Interval Funds Julie Willoughby, Ben Johnson, Christian Clayton 00:30:30 Interval funds have found a foothold in the U.S. private markets, accumulating $48.9 billion in assets under management. These complicated wrappers pull from new private-market opportunities but may be unfamiliar. When are interval funds right for a client? Interval funds have found a foothold in the U.S. private markets, accumulating $48.9 billion in assets under management. These complicated wrappers pull from new private-market opportunities but may be unfamiliar. When are interval funds right for a client? morningstar podcast, financial insights, financial podcast, characteristics of interval funds, interval fund definition, closed-end interval funds, what is an interval fund, benefits of interval funds, financial advisor podcast, what are interval funds, investing podcast, big picture in practice podcast, asset manager podcast, interval fund, morningstar, big picture in practice false full 21 087c0c1b-1c81-4caa-a727-400172e77891 The Future of Investments: A Conversation with New Edge Weath 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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]]> Thu, 28 Mar 2024 21:43:20 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Cameron Dawson) https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/wealth-management-future-of-investments 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 Future of Investments: A Conversation with New Edge Weath Julie Willoughby, Ben Johnson, Cameron Dawson 00:37:30 In a recent conversation between Ben Johnson, Julie Willoughby, and Cameron Dawson, Chief Investment Officer (CIO) for New Edge Wealth, a plethora of insights were unveiled surrounding New Edge Wealth's core investment philosophy and the future landscape of investments. This invaluable discussion, packed with pearls of wisdom, shines a light on how to navigate the ever-evolving investment environment. In a recent conversation between Ben Johnson, Julie Willoughby, and Cameron Dawson, Chief Investment Officer (CIO) for New Edge Wealth, a plethora of insights were unveiled surrounding New Edge Wealth's core investment philosophy and the future landscape of investments. This invaluable discussion, packed with pearls of wisdom, shines a light on how to navigate the ever-evolving investment environment. passive maangement, morningstar podcast, investment philosophy, wealth strategy, financial professionals, client portfolios, active management, new edge wealth, wealth management investing, big picture in practice podcast, morningstar, chief investment officer podcast, big picture in practice, portfolio construction false full 20 171218d7-512c-48e8-8d3b-435189def20d The Role of Private-Market Investments in Today’s Portfolios Thu, 14 Mar 2024 13:00:00 +0000 bigpictureinpractice@morningstar.com (Tony Davidow, Julie Willoughby, Ben Johnson) https://www.morningstar.com/views/podcasts/big-picture-in-practice?utm_source=mstar&utm_medium=simeplcast&utm_campaign=bpip The Role of Private-Market Investments in Today’s Portfolios Tony Davidow, Julie Willoughby, Ben Johnson 00:31:42 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. 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. private capital markets, alt investing, tony davidow, private market investing, alternative real estate investments, ben johnson morningstar, private markets, julie willoughby, financial advisor podcast, liquid alternative investments, podcast for advisors, ben johnson, investing podcast, julie willoughby morningstar, what are alternative investments?, franklin templeton podcast, alternative investments, morningstar, big picture in practice, private credit market false full 19 67d25781-57cd-4d07-b4f0-e5b4b6d66d1c How to Grow a Family Office Without Losing the Personal Touch
  • 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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    ]]>     Thu, 15 Feb 2024 14:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Chris Dupuy) https://www.morningstar.com/views/podcasts/big-picture-in-practice?utm_source=mstar&utm_medium=simeplcast&utm_campaign=bpip
  • 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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    ]]>     How to Grow a Family Office Without Losing the Personal Touch Julie Willoughby, Ben Johnson, Chris Dupuy 00:30:56 A growing practice or excellent client service? Christopher Dupuy, President of Rockefeller Global Family Office, explains how firms can have both. A growing practice or excellent client service? Christopher Dupuy, President of Rockefeller Global Family Office, explains how firms can have both. rockefeller family office, asset manager, financial advisor, advantages of a family office, wealth transfer, asset owner, wealth planning for business owners, rockefeller, family wealth planning, financial advisor scale, wealth manager, family office services, multifamily office, portfolio personalization, family office wealth management, financial advisor efficiency, morningstar, intergenerational wealth planning, financial advisor practice growth, big picture in practice, institutional investor, family office false full 18     ee8f15fd-4fc7-4b34-a1c4-c8237189a0d4 2024 Trends in Retirement Savings and Spending With BlackRock 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 bigpictureinpractice@morningstar.com.


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    ]]>     Thu, 1 Feb 2024 15:18:10 +0000 bigpictureinpractice@morningstar.com (Ben Johnson, Julie Willoughby, KC Boas) https://www.morningstar.com/views/podcasts/big-picture-in-practice/retirement-savings-spending-trends 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 bigpictureinpractice@morningstar.com.


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    ]]>     2024 Trends in Retirement Savings and Spending With BlackRock Ben Johnson, Julie Willoughby, KC Boas 00:32:27 It’s the question that plagues investors as they near retirement. The one that keeps them up at night. The one that bubbles up in every meeting with their financial advisor. Will I have enough? It’s the question that plagues investors as they near retirement. The one that keeps them up at night. The one that bubbles up in every meeting with their financial advisor. Will I have enough? kc boas, defined contribution, 401k trends, financial advisor, retirement income, aging population, retirement savings, retirement withdrawal, working part-time, full retirement age, social security benefits, julie willoughby, future of retirement, retirement plan, baby boomer, retirement plan advisor, blackrock, life expectancy, retirement crisis, retirement investment, ben johnson, retirement specialist, retirement ages, american retirement savings crisis, people are living longer, morningstar, plan advisor, defined contribution trends false full 17     132657c1-f7fd-42bd-b8f2-fc60d7c7f802 How Have Broker-Dealer Practices Evolved, and What’s Coming Next? 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 bigpictureinpractice@morningstar.com.


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    ]]>     Thu, 18 Jan 2024 22:45:10 +0000 bigpictureinpractice@morningstar.com (Rob Pettman, Ben Johnson, Julie Willoughby) https://www.morningstar.com/views/podcasts/big-picture-in-practice/broker-dealer-landscape 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 bigpictureinpractice@morningstar.com.


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    ]]>     How Have Broker-Dealer Practices Evolved, and What’s Coming Next? Rob Pettman, Ben Johnson, Julie Willoughby 00:26:00 How much influence does technology have on finances today versus 30 years ago? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Rob Pettman of LPL Financial to explore technology’s past, present, and future impact on the evolution of advisory services. Over the years, there has been a substantial reallocation of budgets from traditional brokerage to advisory services. This shift has led to financial professionals evolving their services to meet the complex needs and expectations of investors. How much influence does technology have on finances today versus 30 years ago? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Rob Pettman of LPL Financial to explore technology’s past, present, and future impact on the evolution of advisory services. Over the years, there has been a substantial reallocation of budgets from traditional brokerage to advisory services. This shift has led to financial professionals evolving their services to meet the complex needs and expectations of investors. financial advisor, broker-dealers, advisor tools, financial broker, broker-dealer, investments, investment products, lpl, morningstar inc, lpl financial, advisor efficiency, asset management, advisors, generative ai, investors, morningstar, brokerage false full 16     28a0f4d1-3060-4abd-9fc2-7e98b627dde8 Decode AI Uses in Wealth Management With Fidelity’s Head of Data Strategy 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 bigpictureinpractice@morningstar.com.


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    ]]>     Thu, 4 Jan 2024 15:35:57 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Andrew Brzezinski) https://www.morningstar.com/views/podcasts/big-picture-in-practice/ai-asset-management 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 bigpictureinpractice@morningstar.com.


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    ]]>     Decode AI Uses in Wealth Management With Fidelity’s Head of Data Strategy Julie Willoughby, Ben Johnson, Andrew Brzezinski 00:35:00 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. 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. financial advisor, large language model, relationship management, data-driven, competitive advantage, a.i. artificial intelligence, fidelity, real-time, genai models, asset management firms, financial planning, ai in asset management, wealth management, generative ai, risk management, artificial intelligence, investment management, financial services, morningstar, big picture in practice, ai in wealth management false full 15     11194fdc-8a82-44f2-a2c7-16af49696a58 How mistakes and discoveries led ETFs to reshape capital markets 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/etfs-reshape-capital-markets

    Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice


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    ]]>     Fri, 15 Dec 2023 21:45:00 +0000 bigpictureinpractice@morningstar.com (Nicole Hunter, Ugo Egbunike, Ben Johnson, Julie Willoughby) https://www.morningstar.com/views/podcasts/big-picture-in-practice 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/etfs-reshape-capital-markets

    Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice


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    ]]>     How mistakes and discoveries led ETFs to reshape capital markets Nicole Hunter, Ugo Egbunike, Ben Johnson, Julie Willoughby 00:34:44 Do you know everything you should about ETFs? In this week's episode of Big Picture in Practice, Nicole Hunter, Head of ETF Capital Markets at Dimensional Fund Advisors and Ugo Egbunike, Fixed Income Specialist at Jane Street trading firm, discuss the evolution and effectiveness of ETFs in today’s economy with our hosts, Ben Johnson and Julie Willoughby. Do you know everything you should about ETFs? In this week's episode of Big Picture in Practice, Nicole Hunter, Head of ETF Capital Markets at Dimensional Fund Advisors and Ugo Egbunike, Fixed Income Specialist at Jane Street trading firm, discuss the evolution and effectiveness of ETFs in today’s economy with our hosts, Ben Johnson and Julie Willoughby. history of etfs, finance podcast, understanding etfs, dimensional fund advisors, etf capital markets, financial advisors, jane street, big picture in practice podcast, asset managers, asset manager podcast, what is an etf, dfa, etf investing, morningstar, enterprise wealth podcast false full 14     44c16258-c048-47af-81b2-410d1fecd5f9 The SEC’s 2024 Rulemaking Agenda: What’s Ahead for Climate and AI Proposals 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


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    ]]>     Mon, 20 Nov 2023 22:38:06 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Aron Szapiro) https://www.morningstar.com/views/podcasts/big-picture-in-practice/sec-rules-ai-proposal 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


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    ]]>     The SEC’s 2024 Rulemaking Agenda: What’s Ahead for Climate and AI Proposals Julie Willoughby, Ben Johnson, Aron Szapiro 00:30:35 In the last two years, the Securities and Exchange Commission has proposed dozens of ambitious, complicated rules that go up against some powerful political constituencies. The upcoming election year could shake up the priorities of the rulemaking organization. In the meantime, drafted rules on artificial intelligence and climate disclosures hang in review. What do investors need to keep an eye on as we head into 2024? Aron Szapiro, Morningstar’s head of government affairs, sat down with the Big Picture in Practice podcast to share his perspective on SEC rulemaking. In the last two years, the Securities and Exchange Commission has proposed dozens of ambitious, complicated rules that go up against some powerful political constituencies. The upcoming election year could shake up the priorities of the rulemaking organization. In the meantime, drafted rules on artificial intelligence and climate disclosures hang in review. What do investors need to keep an eye on as we head into 2024? Aron Szapiro, Morningstar’s head of government affairs, sat down with the Big Picture in Practice podcast to share his perspective on SEC rulemaking. morningstar podcast, dodd-frank act, financial podcast, esg rule, wealth managers, securities and exchange commission, ai regulation, comment letters, predictive data analytics, financial advisors, gary gensler, sec climate disclosure, asset managers, sec rulemaking, artificial intelligence, aron szapiro, sec, morningstar, big picture in practice false full 13     4233e2d7-1fba-42b1-890a-8685ec4b4782 The three common factors driving the highest-growth advisor practices Mon, 13 Nov 2023 13:00:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Ben Johnson, Mike Van Wyk) https://www.morningstar.com/views/podcasts/big-picture-in-practice The three common factors driving the highest-growth advisor practices Julie Willoughby, Ben Johnson, Mike Van Wyk 00:28:04 How can advisors keep up with the evolving expectations of investors? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Mike Van Wyk, director of customer research and insights at Capital Group, to explore what financial advisor firms need to target to see high growth, client reach, and long-term scalability. Want to dive deeper? Check out these additional resources: Subscribe to the Big Picture in Practice newsletter: 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/financial-advisor-growth-best-practices Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice How can advisors keep up with the evolving expectations of investors? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Mike Van Wyk, director of customer research and insights at Capital Group, to explore what financial advisor firms need to target to see high growth, client reach, and long-term scalability. Want to dive deeper? Check out these additional resources: Subscribe to the Big Picture in Practice newsletter: 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/financial-advisor-growth-best-practices Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice advisor workflow, enterprise wealth, capital group, julie willoughby, client acquisition, advisor efficiency, financial advisors, ben johnson, advisor technology, investors, mike van wyk, personalization, morningstar, big picture in practice, model portfolios false full 12 ab0db2df-e1a1-494b-a751-0186dbb42aea Rise of the Machines: Disruptive Technology and Advice 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.


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    ]]>     Fri, 16 Dec 2022 21:15:00 +0000 bigpictureinpractice@morningstar.com (Sandy Kaul, Syl Flood, Julie Willoughby) https://big-picture-in-practice.simplecast.com/episodes/rise-of-the-machines-qnj_EsAg 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.


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    ]]>     Rise of the Machines: Disruptive Technology and Advice Sandy Kaul, Syl Flood, Julie Willoughby 00:28:53 Learn how disruptive technology like digital assets and AI will impact the future of investing and wealth management in this podcast by Morningstar. Listen now! Learn how disruptive technology like digital assets and AI will impact the future of investing and wealth management in this podcast by Morningstar. Listen now! enterprise wealth manager, macro finance trends, financial advisor, morningstar podcast, cryptocurrency, sandy kaul, etfs, sustainable investing, bpip, franklin templeton, esg, syl flood, digital currency, julie willoughby, crypto, advisor podcast, digital disruption, wealth podcast, web3, artificial intelligence, passive investing, disruptive technology, web 2.0, morningstar, bitcoin, big picture in practice, morningstar products, digital assets, machine learning false full 11     1be78a51-c29b-49a4-83d1-c32ecfd926a5 Diving Deep into Direct Indexing and Separately Managed Accounts 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.


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    ]]>     Fri, 2 Dec 2022 20:55:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Syl Flood, Shawn Jaberzadeh, Kaitlin Hendrix) https://big-picture-in-practice.simplecast.com/episodes/diving-deep-into-direct-indexing-and-separately-managed-accounts-9r7Re2Xg 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.


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    ]]>     Diving Deep into Direct Indexing and Separately Managed Accounts Julie Willoughby, Syl Flood, Shawn Jaberzadeh, Kaitlin Hendrix 00:28:41 In the latest episode of Big Picture in Practice, Julie and Syl interview Dimensional Fund Advisors about direct indexing and separately managed accounts. Tune in to learn how advisors can evaluate whether these strategies are right for their clients. In the latest episode of Big Picture in Practice, Julie and Syl interview Dimensional Fund Advisors about direct indexing and separately managed accounts. Tune in to learn how advisors can evaluate whether these strategies are right for their clients. smas, morningstar solutions, financial advisor, advisor tools, wealth advisor, financial podcast, direct indexing, esg, syl flood, dimensional fund advisors, tax loss harvesting, julie willoughby, direct indexing solutions, advisor podcast, direct index investing, wealth manager, sec rule, separately managed accounts, sustainability, tax management, advisor education, dfa, advisor, personalization, morningstar, big picture in practice, morningstar products, enterprise wealth advisor false full 10     915e53f4-2f04-45e8-8447-29508947ef1f How Behavioral Finance Impacts Wealth Management 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.


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    ]]>     Fri, 18 Nov 2022 18:35:00 +0000 bigpictureinpractice@morningstar.com (Stan Treger, Sarah Newcomb, Syl Flood, Julie Willoughby) https://big-picture-in-practice.simplecast.com/episodes/how-behavioral-finance-impacts-wealth-management-vHCWyZCf 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.


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    ]]>     How Behavioral Finance Impacts Wealth Management Stan Treger, Sarah Newcomb, Syl Flood, Julie Willoughby 00:28:32 In this podcast, you'll learn how behavioral finance influences financial decision-making and how advisors can talk to clients about more than numbers. In this podcast, you'll learn how behavioral finance influences financial decision-making and how advisors can talk to clients about more than numbers. behavioral finance concepts, financial advisor, social psychology, wealth advisor, cryptocurrency, financial podcast, behavioral finance, bpip, meme stocks, enterprise wealth, behavioral psychology, stan treger, robo-advisors, wealth management, wealth manager, financial decisions, podcast for advisors, financial psychology, advisor education, investor psychology, sarah newcomb, behavioral science, morningstar, big picture in practice, northern trust false full 9     6ba20b7c-9ec1-4efe-a5ac-5fce09722b08 Future Proof Your Business With the Next Generation of Investors In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss how advisors can reach the next generation of investors. Joining them are guests Chanelle Pattinson, a Chartered Financial Planner and cofounder of Money Means, a financial planning subscription platform, and Ollie Smith, the senior editor of Morningstar’s European editorial team.


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    ]]>     Fri, 4 Nov 2022 16:15:00 +0000 bigpictureinpractice@morningstar.com (Channelle Pattinson, Ollie Smith, Syl Flood, Julie Willoughby) https://big-picture-in-practice.simplecast.com/episodes/future-proof-your-business-with-the-next-generation-of-investors-QPdLB4De In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss how advisors can reach the next generation of investors. Joining them are guests Chanelle Pattinson, a Chartered Financial Planner and cofounder of Money Means, a financial planning subscription platform, and Ollie Smith, the senior editor of Morningstar’s European editorial team.


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    ]]>     Future Proof Your Business With the Next Generation of Investors Channelle Pattinson, Ollie Smith, Syl Flood, Julie Willoughby 00:26:13 How can financial advisors future-proof their business? Find out what advice younger audiences want and how to engage with them in a meaningful way. How can financial advisors future-proof their business? Find out what advice younger audiences want and how to engage with them in a meaningful way. enterprise wealth manager, financial advisor, advice, future-proof your business, morningstar podcast, generation z, bpip, investing, social media, syl flood, channelle pattinson, julie willoughby, advisors, fintech, wealth manager, gen z, ollie smith, investors, morningstar, big picture in practice false full 8     9c918db9-dbe7-4667-b2a5-2544b0c8a94e ESG Regulation: Coming Up or Catching Up? In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood dive into ESG regulations with guests Aron Szapiro and Bryan McGannon. Aron is the head of retirement studies and public policy at Morningstar, and Bryan is the director of policy and programs at US SIF: The Forum for Sustainable and Responsible Investment.


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    ]]>     Fri, 21 Oct 2022 20:15:00 +0000 bigpictureinpractice@morningstar.com (Aron Szapiro, Bryan McGannon, Sylvestor Flood, Julie Willoughby) https://big-picture-in-practice.simplecast.com/episodes/esg-regulation-coming-up-or-catching-up-KsW1q_L9 In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood dive into ESG regulations with guests Aron Szapiro and Bryan McGannon. Aron is the head of retirement studies and public policy at Morningstar, and Bryan is the director of policy and programs at US SIF: The Forum for Sustainable and Responsible Investment.


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    ]]>     ESG Regulation: Coming Up or Catching Up? Aron Szapiro, Bryan McGannon, Sylvestor Flood, Julie Willoughby 00:27:28 ESG is a complex topic that requires continuous learning. Two experts help advisors navigate the new SEC-proposed ESG regulations. Listen to the podcast! ESG is a complex topic that requires continuous learning. Two experts help advisors navigate the new SEC-proposed ESG regulations. Listen to the podcast! security and exchange commission, financial advisor, esg funds, sustainable investing, bpip, investing, esg, esg impact, sri, institutional wealth manager, bryan mcgannon, sec proposed rule, wealth manager, esg regulation, socially responsible investing, esg legislation, us sif, aron szapiro, advisor, sec, esg investing, esg risk, morningstar, big picture in practice true full 7     32b0162f-d574-4ffe-abf2-a3afda01a005 Winter Is Coming, but Cryptocurrency Isn’t Going Anywhere In this special two-part episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss the impact of cryptocurrency and digital financial assets on advice. First, they interview Morningstar Research Services analyst Madeline Hume on the current cryptocurrency landscape. Next, they interview Hashim Mitha, CEO of MeetAmi, on the challenges and opportunities that cryptocurrency provides for advisors. 


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    ]]>     Fri, 7 Oct 2022 02:40:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Syl Flood, Hashim Mitha, Madeline Hume) https://big-picture-in-practice.simplecast.com/episodes/winter-is-coming-but-cryptocurrency-isnt-going-anywhere-gc28lLDF In this special two-part episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss the impact of cryptocurrency and digital financial assets on advice. First, they interview Morningstar Research Services analyst Madeline Hume on the current cryptocurrency landscape. Next, they interview Hashim Mitha, CEO of MeetAmi, on the challenges and opportunities that cryptocurrency provides for advisors. 


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    ]]>     Winter Is Coming, but Cryptocurrency Isn’t Going Anywhere Julie Willoughby, Syl Flood, Hashim Mitha, Madeline Hume 00:30:17 There's a lot to unpack when we talk about cryptocurrency. In this podcast, our experts unveil the future of digital financial assets despite a crypto winter. There's a lot to unpack when we talk about cryptocurrency. In this podcast, our experts unveil the future of digital financial assets despite a crypto winter. alternative assets, crypto winter, investment portfolio, financial advisor, cryptocurrency, morningstar research, portfolio, alt assets, blockchain, investing, crypto assets, digital financial assets, digital currency, tokenization, cryptocurrency landscape, blockchain technology, crypto, morningstar research services, crypto regulation, wealth manager, portfolio diversification, investors, meetami, crypto etfs, morningstar, bitcoin, big picture in practice, wealth, crypto etf, digital assets false full 6     fc408bb0-cffd-4621-9775-e432d4dfbcbc It’s Time to Have the Talk ... About Sustainability 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.


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    ]]>     Fri, 9 Sep 2022 23:00:00 +0000 bigpictureinpractice@morningstar.com (Danika Waddell, Julie Willloughby, Shila Wattamwar, Matt Radgowski) https://big-picture-in-practice.simplecast.com/episodes/its-time-to-have-the-talk-about-sustainability-p9IesvwR 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.


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    ]]>     It’s Time to Have the Talk ... About Sustainability Danika Waddell, Julie Willloughby, Shila Wattamwar, Matt Radgowski 00:27:57 New tools and data empower advisors to have meaningful client conversations around sustainability. New tools and data empower advisors to have meaningful client conversations around sustainability. impact investing, sustainable investing, sustainalytics, investor preferences, esg, wealth management, data, sustainability, xena financial planning, esg investing, reporting, personalization, morningstar false full 4     59810390-53d0-45ac-bcca-c47eabca40c1 Interviewing Tanja Hester: Advising a New Generation of Wallet Activists In this special, live episode of Big Picture in Practice, Julie Willoughby and new co-host Syl Flood interview Tanja Hester on sustainability, wallet activism, and advice for advisors who want to engage with the new generation of investors. Tanja Hester is an award-winning author and activist.  


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    ]]>     Thu, 1 Sep 2022 18:20:00 +0000 bigpictureinpractice@morningstar.com (Julie Willoughby, Sylvestor Flood, Tanja Hester) https://big-picture-in-practice.simplecast.com/episodes/wallet-activism-next-generation-investors-iADd2zgW In this special, live episode of Big Picture in Practice, Julie Willoughby and new co-host Syl Flood interview Tanja Hester on sustainability, wallet activism, and advice for advisors who want to engage with the new generation of investors. Tanja Hester is an award-winning author and activist.  


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    ]]>     Interviewing Tanja Hester: Advising a New Generation of Wallet Activists Julie Willoughby, Sylvestor Flood, Tanja Hester 00:29:38 Wallet activism represents the next generation of investor sentiment. Tanja Hester, author and activist, discusses early retirement, ESG, debt funds, and more. Wallet activism represents the next generation of investor sentiment. Tanja Hester, author and activist, discusses early retirement, ESG, debt funds, and more. tanja hester, retirement, early retirement, climate change, financial advisor, social justice, impact investing, sustainable investing, returns, investing, debt funds, wallet activism, esg, future proof, financial independence retire early, esg metrics, transparency, millennials, stocks, index funds, gen z, equities, esg investing, morningstar, wealth, inflation, financial independence false full 5     982630e2-0e82-4ad0-87f4-8faa79db3d85 Not Your Grandfather's Advertising Rule Matt and Julie interview Eric Purple and Shreya Matt, partner at Stradley Ronon and director of product management at Morningstar respectively, about  the impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage. 


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    ]]>     Wed, 24 Aug 2022 17:47:46 +0000 bigpictureinpractice@morningstar.com (Matt Radgowski, Julie Willoughby, Eric Purple, Shreya Matt) https://www.morningstar.com/views/podcasts/for-enterprise-wealth-advisors/new-sec-marketing-rule Matt and Julie interview Eric Purple and Shreya Matt, partner at Stradley Ronon and director of product management at Morningstar respectively, about  the impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage. 


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    ]]>     Not Your Grandfather's Advertising Rule Matt Radgowski, Julie Willoughby, Eric Purple, Shreya Matt 00:28:29 Impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage. Impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage. solicitation, financial advisor, advertising, portfolio, regulation, policy, investing, enterprise wealth, hypothetical performance, securities and exchange commission, transparency, compliance, testimonials, wealth management, sec marketing rule, marketing, investment management, sec, endorsements, morningstar, sec advertising rule false full 3     4cde0fb7-2382-440b-83c4-bc4d2353ff37 Omnichannel Engagement, Because One Channel Is Never Enough Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. Matt and Julie interview Rich Smith, the COO of global distribution from American Century Investments, about omnichannel engagement.  


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    ]]>     Thu, 11 Aug 2022 19:07:38 +0000 bigpictureinpractice@morningstar.com (Matt Radgowski, Julie Willloughby, Rich Smith) https://www.morningstar.com/views/podcasts/for-enterprise-wealth-advisors/omnichannel-engagement-data-analytics Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. Matt and Julie interview Rich Smith, the COO of global distribution from American Century Investments, about omnichannel engagement.  


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    ]]>     Omnichannel Engagement, Because One Channel Is Never Enough Matt Radgowski, Julie Willloughby, Rich Smith 00:22:28 Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. finance, analytics, financial advisor, portfolio, mutual fund, investing, enterprise wealth, omni-channel, scale, financial planning, banking, wealth management, omnichannel, private banking, efficiency, data, business strategy, investor, investment management, american century, investment, personalization, morningstar false full 2     9b352d75-a820-4092-a056-7084258c1127 Making Portfolios Personal 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.


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    ]]>     Wed, 27 Jul 2022 19:20:46 +0000 bigpictureinpractice@morningstar.com (Matt Radgowski, Julie Willoughby, Cindy Galiano, Zach Hamilton) https://www.morningstar.com/views/podcasts/for-enterprise-wealth-advisors/direct-indexing-investing-strategy 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.


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    ]]>     Making Portfolios Personal Matt Radgowski, Julie Willoughby, Cindy Galiano, Zach Hamilton 00:29:20 What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. financial advisor, optimizer, tax strategy, tax optimization, portfolio, investing, enterprise wealth, direct indexing, esg, scale, wealth management, charitable contribution, sustainability, tax management, investment management, personalization, morningstar false full 1     69b955e8-23d9-4862-af86-98360ee47415 Introducing Big Picture In Practice Featuring Matthew Radgowski, Head of Morningstar's Advisor Solutions, and Julie Willoughby, Head of Enterprise Sales and Integrated Client Coverage, Americas.


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    ]]>     Thu, 21 Apr 2022 16:15:04 +0000 bigpictureinpractice@morningstar.com (Morningstar) https://big-picture-in-practice.simplecast.com/episodes/introducing-big-picture-in-practice-fSK7IP5Z Featuring Matthew Radgowski, Head of Morningstar's Advisor Solutions, and Julie Willoughby, Head of Enterprise Sales and Integrated Client Coverage, Americas.


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    ]]>     Introducing Big Picture In Practice Morningstar 00:01:06 Introducing Morningstar's new podcast for enterprise wealth and financial advisors, Big Picture In Practice. Introducing Morningstar's new podcast for enterprise wealth and financial advisors, Big Picture In Practice. false trailer