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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.

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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

The SEC’s 2024 Rulemaking Agenda: What’s Ahead for Climate and AI Proposals

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.

In this episode:

  • A breakdown of the SEC rulemaking process
  • The latest on developing proposed rules
  • The outlook on the 2024 SEC agenda

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.

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