Big Picture In Practice

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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.

  1. 14 NOV

    Creative Planning's Vision for the RIA Industry

    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.

    45 min
  2. The Growing Importance of Alternative Assets

    17 OCT

    The Growing Importance of Alternative Assets

    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.

    43 min
  3. Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

    3 OCT

    Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

    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.

    35 min
  4. Unified Managed Accounts and SMAs, Compared

    19 SEPT

    Unified Managed Accounts and SMAs, Compared

    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.

    39 min
  5. Tax-Managed Separate Accounts, Explained

    5 SEPT

    Tax-Managed Separate Accounts, Explained

    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.

    30 min
  6. Understanding and Meeting the Unique Needs of Different Investor Segments

    29 AUG

    Understanding and Meeting the Unique Needs of Different Investor Segments

    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.

    45 min
  7. Hightower’s Bob Oros: What's Ahead for RIA Rollups

    8 AUG

    Hightower’s Bob Oros: What's Ahead for RIA Rollups

    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.

    37 min
  8. The Evolution and Popularity of Model Portfolios: A Conversation with BlackRock

    20 JUN

    The Evolution and Popularity of Model Portfolios: A Conversation with BlackRock

    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.

    29 min
See All (34)

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About

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.

Information

  • Channel
    Morningstar
  • Creator
    Morningstar, Ben Johnson, Julie Willoughby
  • Years Active
    2023 - 2024
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © Morningstar
  • Show Website
    Big Picture In Practice

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