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Big Picture In Practice

Big Picture In Practice

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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.

Recent Episodes

  • How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships

    4 months ago

  • The Evolution of Model Portfolios: A Deep Dive with Envestnet

    5 months ago

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

    5 months ago

  • Money Market Funds, Explained

    6 months ago

  • New Tech and the Future of Financial Advice

    6 months ago

  • Why AI Can’t Replace Human Financial Advisors

    7 months ago

  • How Active ETFs Are Revolutionizing Investment Strategies

    8 months ago

  • Creative Planning's Vision for the RIA Industry

    8 months ago

  • The Growing Importance of Alternative Assets

    9 months ago

  • Lessons on Adaptability and Client-Focused Solutions with Capital Group’s CEO Mike Gitlin

    10 months ago