Big Picture In Practice

By: Morningstar Ben Johnson Julie Willoughby
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  • Summary

  • 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.
    Morningstar
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Economics Management Personal Finance
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Episodes
  • The Growing Importance of Alternative Assets

    The Growing Importance of Alternative Assets
    Oct 17 2024

    In this episode:

    • Alternative investments offer unique diversification opportunities.
    • Interval funds provide liquidity and access to private assets.
    • Tokenization could reshape access to alternative markets.

    Additional resources:

    • Read a summary of the episode: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/future-of-investing-alternative-assets
    • Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
    • Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at [bigpictureinpractice@morningstar.com](mailto:bigpictureinpractice@morningstar.com).
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    43 mins
  • Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

    Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin
    Oct 3 2024

    In this episode:

    • How advisors can focus on services over products to meet client needs.
    • Why holistic guidance and treating the practice like a small business can help drive success.
    • How staying informed on global trends and embracing continuous learning fosters long-term success.

    You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/financial-advisor-client-success

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

    Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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    35 mins
  • Unified Managed Accounts and SMAs, Compared

    Unified Managed Accounts and SMAs, Compared
    Sep 19 2024

    Dimensional Fund Advisors’ Katie Hendrix and Bryce Skaff dive into the firm’s new UMA platform.

    In this episode:

    • Differences between unified managed accounts, separate accounts, and direct indexing.
    • A look inside UMA platform technology.
    • How UMAs address tax considerations.

    You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/tax-managed-separate-accounts

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

    Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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    39 mins

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