Skip to Content

An Enterprise Wealth Podcast

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.

Stay informed with the Big Picture in Practice Newsletter
Big Picture in Practice delivers new episodes and bonus content on wealth management, best investment processes, and the evolving investor straight to your inbox twice a month.

Featured Episode

What Financial Advisors Don’t Know About Bitcoin ETFs

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.

Has crypto finally arrived in the mainstream for financial advisors?

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.

Related Content

Meet the Hosts

Julie Willoughby

Head of Global Sales
Julie serves Morningstar’s largest clients across the asset management, advisor, and alliances segments.

Ben Johnson, CFA

Head of Client Solutions, Asset Management
Ben leads client solutions for Morningstar’s asset management clients, after an impressive tenure in passive funds research.


Now, more than ever, investors expect personalized recommendations based on that individual's risk tolerance, total assets, and financial goals. What does personalization look like for investors today?

Efficiency and Scale

How are advisors embracing technology to balance efficient personalization at scale? Advisors can differentiate themselves by seizing opportunities to adopt emerging technology and automation.


As advisors and asset managers look to grow their books of business, they must also be mindful of new and evolving regulations that dictate the way they function and report on their impact.

Subscribe to Big Picture in Practice anywhere you like to listen

Apple Podcasts | Google Podcasts | Spotify | Amazon Music | Stitcher