Big Picture In Practice Morningstar

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.

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?

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.

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.

A growing practice or excellent client service? Christopher Dupuy, President of Rockefeller Global Family Office, explains how firms can have both.

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?