Big Picture In Practice Morningstar, Ben Johnson, Julie Willoughby

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.

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.

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.

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.