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
  • Money Market Funds, Explained

    Money Market Funds, Explained
    Jan 23 2025

    Deborah is the chief investment officer of global liquidity markets at Federated Hermes. She joined the Big Picture in Practice hosts to discuss this humble, yet sizable corner of the asset management industry.

    Listen now for:

    • A one-minute history of money market funds.
    • The role of money market funds in cash management and capital preservation.
    • Emerging innovations in money market funds.

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/big-picture-in-practice/money-market-funds-cash

    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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    40 mins
  • New Tech and the Future of Financial Advice

    New Tech and the Future of Financial Advice
    Jan 9 2025

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/asset-management-new-tech-stack

    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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    43 mins
  • Why AI Can’t Replace Human Financial Advisors

    Why AI Can’t Replace Human Financial Advisors
    Dec 12 2024

    In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.

    Listen now for:

    • How financial advice has evolved over the last 25 years.
    • What advisors can outsource to free up time for client engagement?
    • What advisor activities truly add value for investors.

    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/financial-advisor-value-proposition
    • 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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    33 mins

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