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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 Role of Private-Market Investments in Today’s Portfolios

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.

In this episode of Big Picture in Practice, our hosts sit down with Tony to break down recent developments and best-practice guidelines for alternative strategies.

In this episode:

  • A clear definition for alternatives.
  • How to use alternatives to help reach investing goals.
  • The risks and opportunities of alternative strategies.

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.


Personalization

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.


Regulation

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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