Ramesh Poola, co-chief investment officer at Creative Planning, shares insights on how firms can prioritize client relationships while still achieving their growth objectives. Discover strategies that integrate client focus into every aspect of business development for long-term success.

In a rapidly evolving investment landscape, the ability to adapt and innovate is crucial for success. Phil Huber, the Head of Portfolio Solutions at Cliffwater, offers valuable insights into his career journey and the strategies that have propelled him to the forefront of alternative investments.

Mike Gitlin, CEO of Capital Group, offers invaluable insights for industry professionals on thriving in an ever-evolving financial landscape. His candid discussion touches on adaptability, client-centric solutions, and the critical need for continuous learning.

Amid compressing fees and mushrooming fund options, asset managers are clashing for market share in a new arena: personalization. Thanks to recent technological leaps, Dimensional Fund Advisors hopes to prevail with a newly accessible investment vehicle.

As high interest rates linger, investors are on the hunt for income opportunities. Investors have flocked to fixed-income separate accounts for the promise of personalized portfolios and tax management savvy.

Brie Williams, head of practice management at State Street Global Advisors, is addressing this challenge through her groundbreaking research, redefining the future of wealth management. Her research focuses on understanding the distinct needs of different investor segments, enabling personalized financial services to build stronger relationships and add greater value to clients' lives.

Is consolidation the answer for RIAs who want to compete in a fragmented field? Hightower’s Bob Oros talks about the industry’s future and what investors want from their advisors.

What does the future hold for model portfolios? The Big Picture in Practice podcast team had an enlightening conversation with Eve Cout from BlackRock, who leads the portfolio design and solutions pillar for BlackRock's US wealth advisory. She shared some valuable insights into the growth trajectory and future potential of model portfolios.

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.

How much do people in pursuit of higher education really know about their financial options? This week on Big Picture in Practice, Tricia Scarlata Head of Education Savings at J.P. Morgan Asset Management, shares her insights about the costs and benefits of higher education and tips for financial planning.

WisdomTree’s Will Peck believes that tokenized funds could do to ETFs what ETFs did to mutual funds. In this episode, the Big Picture in Practice podcast deciphers the ins and outs of blockchain-enabled asset management.

Has your financial firm been keeping up with the biggest changes in the industry? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Jen Abate of Lazard Asset Management to explore the shift from product to solution-based operations and what is coming next.

Interval funds have found a foothold in the U.S. private markets, accumulating $48.9 billion in assets under management. These complicated wrappers pull from new private-market opportunities but may be unfamiliar. When are interval funds right for a client?

In a recent conversation between Ben Johnson, Julie Willoughby, and Cameron Dawson, Chief Investment Officer (CIO) for New Edge Wealth, a plethora of insights were unveiled surrounding New Edge Wealth's core investment philosophy and the future landscape of investments. This invaluable discussion, packed with pearls of wisdom, shines a light on how to navigate the ever-evolving investment environment.

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.

A growing practice or excellent client service? Christopher Dupuy, President of Rockefeller Global Family Office, explains how firms can have both.

It’s the question that plagues investors as they near retirement. The one that keeps them up at night. The one that bubbles up in every meeting with their financial advisor. Will I have enough?

How much influence does technology have on finances today versus 30 years ago? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Rob Pettman of LPL Financial to explore technology’s past, present, and future impact on the evolution of advisory services. Over the years, there has been a substantial reallocation of budgets from traditional brokerage to advisory services. This shift has led to financial professionals evolving their services to meet the...

Andrew Brzezinski, head of data strategy, business intelligence, and advanced analytics at Fidelity Investments, defines AI and what it means for the future of financial services.

Do you know everything you should about ETFs? In this week's episode of Big Picture in Practice, Nicole Hunter, Head of ETF Capital Markets at Dimensional Fund Advisors and Ugo Egbunike, Fixed Income Specialist at Jane Street trading firm, discuss the evolution and effectiveness of ETFs in today’s economy with our hosts, Ben Johnson and Julie Willoughby.

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...

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:...

Learn how disruptive technology like digital assets and AI will impact the future of investing and wealth management in this podcast by Morningstar. Listen now!

In the latest episode of Big Picture in Practice, Julie and Syl interview Dimensional Fund Advisors about direct indexing and separately managed accounts. Tune in to learn how advisors can evaluate whether these strategies are right for their clients.