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Big Picture In Practice

Written 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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Episodes
  • Demystifying the Escalating Cost of Education and the Power of 529 Plans with Tricia Scarlata

    Demystifying the Escalating Cost of Education and the Power of 529 Plans with Tricia Scarlata
    May 23 2024

    In this episode:

    • The rising costs of high education
    • The importance of saving and investing early
    • The versatility of 529 college savings plans

    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/529-savings-plan-benefits?utm_source=simplecast&utm_medium=streaming
    • 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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    29 mins
  • Tokenization of Real-World Assets: Definitions, Pros, Use Cases

    Tokenization of Real-World Assets: Definitions, Pros, Use Cases
    May 9 2024

    Will Peck, the head of digital assets at WisdomTree, defines tokenized funds and explains their impact on the industry.

    In this episode:

    • Benefits and drawbacks of real-world asset tokenization.
    • The difference between cryptocurrency funds and tokenized funds.
    • The future of tokenized funds.

    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/blockchain-asset-management
    • 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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    30 mins
  • The Ever-Changing Face of Finance with Jen Abate

    The Ever-Changing Face of Finance with Jen Abate
    Apr 25 2024

    Lazard Asset Management’s Head of Financial Institutions Group, Jen Abate, sat down with Morningstar to discuss the future of investments, the status of intermediary business, and how a solutions-first approach is the foundation of good, long-term client relationships.

    In this episode:
    The ever-changing face of the finance industry
    The crucial role of solution-focused asset management
    The importance of infrastructure investment

    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/podcast/big-picture-in-practice/investment-solutions-future-of-finance
    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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    42 mins
Small Business & Entrepreneurship Management & Leadership Personal Finance Economics
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