Big Picture In Practice

Dec 12 2024 36 ep. 31 mins 31
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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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.

Unified Managed Accounts and SMAs, Compared

Sep 19 2024 38 mins  
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.

Tax-Managed Separate Accounts, Explained

Sep 05 2024 30 mins  
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.

Understanding and Meeting the Unique Needs of Different Investor Segments

Aug 29 2024 44 mins  
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' li

Hightower’s Bob Oros: What's Ahead for RIA Rollups

Aug 08 2024 36 mins  
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.

The Evolution and Popularity of Model Portfolios: A Conversation with BlackRock

Jun 20 2024 28 mins  
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.