Big Picture In Practice

Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management. In this episode, Bill and Bill talk with Ben and Julie about: Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephanie Drescher, chief client and product development officer at Apollo Global Management, says it’s up to advisors to educate clients on how to strategically tap into the potential of this market. In this episode, Stephanie talks with Ben and Julie about: Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BlackRock’s Steve Laipply traces the evolution of fixed-income ETFs—from their skeptical early reception to becoming a core liquidity and price-discovery tool across global bond markets. He explains how innovations such as portfolio trading, electronic pricing, and active ETF strategies have helped advisors build more efficient portfolios and manage risk through even the most stressed market environments, including the COVID-19 crisis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Schwab’s Rob Williams and Inga Rachwald join Ben and Julie to unpack why retirement income is first and foremost a planning challenge—one that demands balancing emotional biases, clear goals, and smart investment choices. Together, they explore how advisors can reframe conversations around income, broaden clients’ understanding of risk, and apply practical strategies that connect portfolios to real-life outcomes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts

Morgan Stanley CIO Jim Caron explains how Trump’s tariff-funded fiscal policy could impact market volatility, sector trends, and investor portfolios. Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts

Explore with BNY Wealth’s Sinead Colton Grant how private markets, risk tolerance, and asset allocation shape wealth strategies in today’s volatile market. Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts

Grayscale’s Dave LaValle and John Hoffman share how advisors can navigate crypto’s rapid evolution, from understanding the technology and ETF parallels to preparing for regulatory shifts and AI-driven innovation as digital asset adoption accelerates. Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts

Additional resources: Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/evidence-driven-financial-advisor-value Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

Additional resources: Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategies 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.

In this episode Additional resources: 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

In this episode: Additional resources: Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/351-conversion-sma-to-etf-white-label-etf 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.

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: 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.

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

In this episode, Brent explains how modern advisory firms can add value for clients and coexist with new technology. Listen now for: You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts. Additional resources: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/financial-advisor-value-propositionhttps://www.morningstar.com/views/podcasts/big-picture-in-practicehttps://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

AllianceBernstein’s Global Head of ETFs, Noel Archard, joins Big Picture in Practice to discuss the evolution of ETFs, their adaptability to changing markets, and the rising demand for tailored investment solutions. From the emergence of active ETFs to the integration of alternative wrappers like interval funds and SMAs, Noel sheds light on how these tools empower financial advisors to better serve their clients. In this episode: You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts. Additional resources: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/etf-interval-fund-trendshttps://www.morningstar.com/views/podcasts/big-picture-in-practicehttps://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.

In this episode: Additional resources: Questions or ideas? Email us at [bigpictureinpractice@morningstar.com](mailto:bigpictureinpractice@morningstar.com).

In this episode: Additional resources: Questions or ideas? Email us at [bigpictureinpractice@morningstar.com](mailto:bigpictureinpractice@morningstar.com).

In this episode: 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/financial-advisor-client-success 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.

Dimensional Fund Advisors’ Katie Hendrix and Bryce Skaff dive into the firm’s new UMA platform. In this episode: 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/tax-managed-separate-accounts 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.