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
  • Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing

    Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing
    Feb 6 2025

    In this episode:

    • The tax advantages of ETFs and how they compare to other investment vehicles.
    • How Section 351 conversions enable tax-efficient transitions from SMAs to ETFs.
    • Potential regulatory risks and what they mean for the future of ETF tax benefits.

    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.
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    38 mins
  • 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

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