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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

  • What Advisors Need to Know About Interval Funds

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  • The Future of Investments: A Conversation with New Edge Weath

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  • The Role of Private-Market Investments in Today’s Portfolios

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  • How to Grow a Family Office Without Losing the Personal Touch

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  • 2024 Trends in Retirement Savings and Spending With BlackRock

    3 months ago

  • How Have Broker-Dealer Practices Evolved, and What’s Coming Next?

    3 months ago

  • Decode AI Uses in Wealth Management With Fidelity’s Head of Data Strategy

    4 months ago

  • How mistakes and discoveries led ETFs to reshape capital markets

    4 months ago

  • The SEC’s 2024 Rulemaking Agenda: What’s Ahead for Climate and AI Proposals

    5 months ago

  • The three common factors driving the highest-growth advisor practices

    5 months ago