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5 mai
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Toutes les 2 semaines

03/02/2020

Is Dollar-Cost Averaging Irrational? Compared to What?

Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperform a lump-sum approach. But what if it's what gets an investor into the markets? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

03/02/2020

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31 min
30/09/2019

Value Investing: Intelligent Investing Aims to Get More Than You Pay For

Too often value investing is confused with the value style, and value investors are mistakenly thought to buy only value stocks. Daniel Needham, president and chief investment officer at Morningstar Investment Management, shares his views on value investing and on the way his team uses a valuation-driven approach to multi-asset investing. After all, as Charlie Munger has famously said, “All intelligent investment is value investment because why would you want to buy something which wasn’t worth as much as you were paying for it, and who wouldn’t like buying something for less than it’s worth? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

30/09/2019

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39 min
16/05/2022

Investing Amidst Uncertainty

We’ve got the same thing on our mind as the rest of the market—uncertainty. What’s going to happen? Why? When? And what should we do about it? Well, in this episode, taken from a recently recorded webinar, we do our best to address those concerns. We also hope to allay some of the associated fears. To do so, we’ll hear from Tyler Dann, our Head of Research in the Americas; Ricky Williamson, a Portfolio Manager and our Head of U.S. Outcome-Based Strategies; and Paul Arnold, Co-Head of Asset Allocation Strategies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

16/05/2022

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1 h 3 min
16/12/2019

Markets Quiz: Test Your Knowledge!

Questions? Contact us at simple@morningstar.com. Learn more about Morningstar® Managed PortfoliosSM at mp.morningstar.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

16/12/2019

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50 min
19/09/2024

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

19/09/2024

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39 min
06/06/2024

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: Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/sec-approved-bitcoin-etfs 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-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

06/06/2024

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34 min
13/11/2023

The three common factors driving the highest-growth advisor practices

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 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

13/11/2023

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28 min
20/11/2023

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

20/11/2023

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31 min
29/08/2024

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 Questions or ideas? Email us at bigpictureinpractice@morningstar.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

29/08/2024

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45 min
04/11/2022

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

04/11/2022

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26 min

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.

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Meilleures émissions

Is Dollar-Cost Averaging Irrational? Compared to What?

Value Investing: Intelligent Investing Aims to Get More Than You Pay For

Investing Amidst Uncertainty

Markets Quiz: Test Your Knowledge!

Unified Managed Accounts and SMAs, Compared

What Financial Advisors Don’t Know About Bitcoin ETFs

The three common factors driving the highest-growth advisor practices

The SEC’s 2024 Rulemaking Agenda: What’s Ahead for Climate and AI Proposals

Understanding and Meeting the Unique Needs of Different Investor Segments

Future Proof Your Business With the Next Generation of Investors

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