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?
How much influence does technology have on finances today versus 30 years ago? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Rob Pettman of LPL Financial to explore technology’s past, present, and future impact on the evolution of advisory services.
Over the years, there has been a substantial reallocation of budgets from traditional brokerage to advisory services. This shift has led to financial professionals evolving their services to meet the complex needs and expectations of investors.
Andrew Brzezinski, head of data strategy, business intelligence, and advanced analytics at Fidelity Investments, defines AI and what it means for the future of financial services.
Do you know everything you should about ETFs? In this week's episode of Big Picture in Practice, Nicole Hunter, Head of ETF Capital Markets at Dimensional Fund Advisors and Ugo Egbunike, Fixed Income Specialist at Jane Street trading firm, discuss the evolution and effectiveness of ETFs in today’s economy with our hosts, Ben Johnson and Julie Willoughby.
In the last two years, the Securities and Exchange Commission has proposed dozens of ambitious, complicated rules that go up against some powerful political constituencies. The upcoming election year could shake up the priorities of the rulemaking organization. In the meantime, drafted rules on artificial intelligence and climate disclosures hang in review.
What do investors need to keep an eye on as we head into 2024?
Aron Szapiro, Morningstar’s head of government affairs, sat down with the Big Picture in Practice podcast to share his perspective on SEC rulemaking.
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.
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Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
Learn how disruptive technology like digital assets and AI will impact the future of investing and wealth management in this podcast by Morningstar. Listen now!
In the latest episode of Big Picture in Practice, Julie and Syl interview Dimensional Fund Advisors about direct indexing and separately managed accounts. Tune in to learn how advisors can evaluate whether these strategies are right for their clients.
In this podcast, you'll learn how behavioral finance influences financial decision-making and how advisors can talk to clients about more than numbers.
How can financial advisors future-proof their business? Find out what advice younger audiences want and how to engage with them in a meaningful way.
ESG is a complex topic that requires continuous learning. Two experts help advisors navigate the new SEC-proposed ESG regulations. Listen to the podcast!
There's a lot to unpack when we talk about cryptocurrency. In this podcast, our experts unveil the future of digital financial assets despite a crypto winter.
New tools and data empower advisors to have meaningful client conversations around sustainability.
Wallet activism represents the next generation of investor sentiment. Tanja Hester, author and activist, discusses early retirement, ESG, debt funds, and more.
Impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage.
