Big Picture In Practice
Morningstar, Ben Johnson, Julie Willoughby
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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.
Available episodes
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Nov 20, 2023
The SEC’s 2024 Rulemaking Agenda: What’s Ahead for Climate and AI Proposals
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Read our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/sec-rules-ai-proposal
Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
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Nov 13, 2023
The three common factors driving the highest-growth advisor practices
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.
Want to dive deeper? Check out these additional resources:
Subscribe to the Big Picture in Practice newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter
Read our blog summary: https://www.morningstar.com/views/podcasts/big-picture-in-practice/financial-advisor-growth-best-practices
Explore past episode of Big Picture in Practice: https://morningstar.com/views/podcasts/big-picture-in-practice
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Dec 16, 2022
Rise of the Machines: Disruptive Technology and Advice
In the season 1 finale of _Big Picture in Practice_, Julie Willoughby and Syl Flood interview Sandy Kaul about how disruptive technology like digital assets and AI will impact the future of the investment and wealth management industry. Sandy is the senior vice president of Franklin Templeton.
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Dec 2, 2022
Diving Deep into Direct Indexing and Separately Managed Accounts
As the demand for personalization at scale increases, direct indexing and separately managed accounts are also becoming more popular. Tune into the latest episode of Big Picture in Practice to hear Syl Flood and Julie Willoughby discuss these strategies with guests Kaitlin Hendrix and Shawn Jaberzadeh.
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Nov 18, 2022
How Behavioral Finance Impacts Wealth Management
In this episode of _Big Picture in Practice_, Julie Willoughby and Syl Flood discuss the role of behavioral finance as a science in managing wealth client relationships. Joining them are guests Sarah Newcomb, Director of Financial Psychology for Morningstar, and Stan Treger, a behavioral insights advisor with Northern Trust.
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Nov 4, 2022
Future Proof Your Business With the Next Generation of Investors
In this episode of _Big Picture in Practice_, Julie Willoughby and Syl Flood discuss how advisors can reach the next generation of investors. Joining them are guests Chanelle Pattinson, a Chartered Financial Planner and cofounder of Money Means, a financial planning subscription platform, and Ollie Smith, the senior editor of Morningstar’s European editorial team.
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Oct 21, 2022
ESG Regulation: Coming Up or Catching Up?
In this episode of _Big Picture in Practice_, Julie Willoughby and Syl Flood dive into ESG regulations with guests Aron Szapiro and Bryan McGannon. Aron is the head of retirement studies and public policy at Morningstar, and Bryan is the director of policy and programs at US SIF: The Forum for Sustainable and Responsible Investment.
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Oct 6, 2022
Winter Is Coming, but Cryptocurrency Isn’t Going Anywhere
In this special two-part episode of _Big Picture in Practice_, Julie Willoughby and Syl Flood discuss the impact of cryptocurrency and digital financial assets on advice. First, they interview Morningstar Research Services analyst Madeline Hume on the current cryptocurrency landscape. Next, they interview Hashim Mitha, CEO of MeetAmi, on the challenges and opportunities that cryptocurrency provides for advisors.
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Sep 9, 2022
It’s Time to Have the Talk ... About Sustainability
Matt and Julie interview Shila Wattamwar and Danika Waddell about sustainability. Shila is the Global Head of Retail and Wealth ESG Strategy and Strategic Partnerships at Morningstar Sustainalytics. Danika is the founder and president of Xena Financial Planning.
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Sep 1, 2022
Interviewing Tanja Hester: Advising a New Generation of Wallet Activists
In this special, live episode of Big Picture in Practice, Julie Willoughby and new co-host Syl Flood interview Tanja Hester on sustainability, wallet activism, and advice for advisors who want to engage with the new generation of investors. Tanja Hester is an award-winning author and activist.
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Aug 24, 2022
Not Your Grandfather's Advertising Rule
Matt and Julie interview Eric Purple and Shreya Matt, partner at Stradley Ronon and director of product management at Morningstar respectively, about the impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage.
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Aug 11, 2022
Omnichannel Engagement, Because One Channel Is Never Enough
Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. Matt and Julie interview Rich Smith, the COO of global distribution from American Century Investments, about omnichannel engagement.
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Jul 27, 2022
Making Portfolios Personal
What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. Matt and Julie interview Cindy Galiano and Zach Hamilton about direct indexing. Cindy is the head of product, investment management at Morningstar. Zach serves as a financial advisor at Alterra Advisors.
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Apr 21, 2022
Introducing Big Picture In Practice
Featuring Matthew Radgowski, Head of Morningstar's Advisor Solutions, and Julie Willoughby, Head of Enterprise Sales and Integrated Client Coverage, Americas.
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