Big Picture In Practice

Mar 06 2025 41 ep. 32 mins 37
Big Picture In Practice Podcast artwork

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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How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships

Mar 06 2025 40 mins  
Explore how modern advisor engagement strategies are transforming client relationships in wealth management. Learn from Capital Group’s innovative approaches, the evolving role of fund wholesalers, and actionable insights to strengthen financial plans and drive long-term success.

The Evolution of Model Portfolios: A Deep Dive with Envestnet

Feb 20 2025 36 mins  
The evolution of model portfolios is underway, presenting a substantial benefit for advisors and asset managers through the simplification of operational duties and promoting enhanced client connections. Join us as we dive deep into model portfolios with Ling-Wei Hew, a Principal Director at Envestnet and a veteran in the model portfolio space.

Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing

Feb 06 2025 37 mins  
Wes Gray, founder of Alpha Architect, breaks down ETF tax efficiency, the rise of SMA to ETF conversions, and the future of tax-aware investing. Learn how Section 351 can help investors minimize capital gains taxes and optimize portfolio management.

Money Market Funds, Explained

Jan 23 2025 39 mins  
US money market funds recently eclipsed $7 trillion in assets for the first time. For decades, investors have turned to this simple, conservative investment vehicle for cash management and capital preservation. And while the Fed eyes future interest rate cuts, Deborah Cunningham doesn’t see investor interest flagging anytime soon.

New Tech and the Future of Financial Advice

Jan 09 2025 43 mins  
Jason Pereira, a seasoned financial planner and fintech advocate, shares his insights on the future of financial advice. From the growing impact of AI in wealth management to the evolving role of technology stacks, Pereira explores how financial advisors can navigate the complexities of the digital age while staying focused on client relationships. He also highlights key shifts in

Why AI Can’t Replace Human Financial Advisors

Dec 12 2024 33 mins  
Brent Beardsley is the head of advisor solutions at Vanguard, which began working directly with advisors a quarter of a century ago. Since then, investors have gained access to the same investment information as the pros. With modern investment platforms, they can choose funds and see portfolio details on their own.

How Active ETFs Are Revolutionizing Investment Strategies

Dec 02 2024 48 mins  
Are you leveraging the latest trends in ETFs to enhance your investment strategies? In this episode of Big Picture in Practice, hosts Ben and Julie sit down with Noel Archard, Global Head of ETFs at AllianceBernstein, to unpack the evolution of ETFs and their growing role in reshaping portfolio management. Noel shares insights on the rapid growth of thematic and ESG-focused ETFs,

Creative Planning's Vision for the RIA Industry

Nov 14 2024 45 mins  
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.

The Growing Importance of Alternative Assets

Oct 17 2024 42 mins  
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.

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

Oct 03 2024 35 mins  
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.