As the demand for personalization at scale increases, direct indexing and separately managed accounts are also becoming more popular. Tune into the latest episode of Big Picture in Practice to hear Syl Flood and Julie Willoughby discuss these strategies with guests Kaitlin Hendrix and Shawn Jaberzadeh.

In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss the role of behavioral finance as a science in managing wealth client relationships. Joining them are guests Sarah Newcomb, Director of Financial Psychology for Morningstar, and Stan Treger, a behavioral insights advisor with Northern Trust.

In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss how advisors can reach the next generation of investors. Joining them are guests Chanelle Pattinson, a Chartered Financial Planner and cofounder of Money Means, a financial planning subscription platform, and Ollie Smith, the senior editor of Morningstar’s European editorial team.

In this episode of Big Picture in Practice, Julie Willoughby and Syl Flood dive into ESG regulations with guests Aron Szapiro and Bryan McGannon. Aron is the head of retirement studies and public policy at Morningstar, and Bryan is the director of policy and programs at US SIF: The Forum for Sustainable and Responsible Investment.

In this special two-part episode of Big Picture in Practice, Julie Willoughby and Syl Flood discuss the impact of cryptocurrency and digital financial assets on advice. First, they interview Morningstar Research Services analyst Madeline Hume on the current cryptocurrency landscape. Next, they interview Hashim Mitha, CEO of MeetAmi, on the challenges and opportunities that cryptocurrency provides for advisors. 

Matt and Julie interview Shila Wattamwar and Danika Waddell about sustainability. Shila is the Global Head of Retail and Wealth ESG Strategy and Strategic Partnerships at Morningstar Sustainalytics. Danika is the founder and president of Xena Financial Planning.

In this special, live episode of Big Picture in Practice, Julie Willoughby and new co-host Syl Flood interview Tanja Hester on sustainability, wallet activism, and advice for advisors who want to engage with the new generation of investors. Tanja Hester is an award-winning author and activist.  

Matt and Julie interview Eric Purple and Shreya Matt, partner at Stradley Ronon and director of product management at Morningstar respectively, about  the impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage. 

Harness the power of data and analytics to deliver a consistent and personalized experience across different mediums. Matt and Julie interview Rich Smith, the COO of global distribution from American Century Investments, about omnichannel engagement.  

What’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale. Matt and Julie interview Cindy Galiano and Zach Hamilton about direct indexing. Cindy is the head of product, investment management at Morningstar. Zach serves as a financial advisor at Alterra Advisors.