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Big Picture In Practice

Big Picture In Practice

By: Morningstar Ben Johnson Julie Willoughby
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About this listen

 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 Economics Management Management & Leadership Personal Finance
Episodes
  • Navigating Opportunity in Volatile Markets

    Navigating Opportunity in Volatile Markets
    Aug 14 2025

    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
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    28 mins
  • The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders

    The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders
    Jul 31 2025

    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
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    41 mins
  • How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value

    How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value
    Jul 18 2025

    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.
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    45 mins
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