Big Picture In Practice

Morningstar, Ben Johnson, Julie Willoughby
  • 5,0 (2)
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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. New Tech and the Future of Financial Advice

    HÁ 5 DIAS

    New Tech and the Future of Financial Advice

    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.

    43min
  2. Why AI Can’t Replace Human Financial Advisors

    12/12/2024

    Why AI Can’t Replace Human Financial Advisors

    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.

    33min
  3. How Active ETFs Are Revolutionizing Investment Strategies

    02/12/2024

    How Active ETFs Are Revolutionizing Investment Strategies

    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.

    49min
  4. Creative Planning's Vision for the RIA Industry

    14/11/2024

    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.

    45min
  5. The Growing Importance of Alternative Assets

    17/10/2024

    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.

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

    03/10/2024

    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.

    35min
  7. Unified Managed Accounts and SMAs, Compared

    19/09/2024

    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.

    39min
  8. Tax-Managed Separate Accounts, Explained

    05/09/2024

    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.

    30min
Ver tudo (37)

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Sobre

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.

Informações

  • Criado por
    Morningstar, Ben Johnson, Julie Willoughby
  • Anos de atividade
    2022 - 2025
  • Episódios
    37
  • Classificação
    Livre
  • Copyright
    © Morningstar
  • Site do podcast
    Big Picture In Practice

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