Big Picture In Practice

About Big Picture In Practice

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.

Publisher

Morningstar, Ben Johnson, Julie Willoughby

Category

business · business

Language

en

Explicit

No

First episode

21 Apr 2022

Latest episode

5 Dec 2025

Latest episodes

8 of 50 episodes have a transcript.

1. 

   5 Dec 2025TRANSCRIPT

   Ritholtz Wealth Management: “Tax Advice is Financial Advice"

   One truth that Ritholtz Wealth Management holds to be self-evident: Clients hate paying taxes more than they like making money.

2. 

   21 Nov 2025TRANSCRIPT

   Stephanie Drescher: The Case for Adding Private-Market Exposure to 401(k) Plans

   Private investments are easier than ever to include in investor portfolios. And though they’re more in-demand than ever, they still account for only about 3% of individual portfolios, compared to approximately 20% of institutional portfolios.

3. 

   29 Oct 2025TRANSCRIPT

   How Fixed-Income ETFs Transformed Bond Markets: Lessons from BlackRock’s Steve Laipply

   BlackRock’s Steve Laipply traces the evolution of fixed-income ETFs—from their skeptical early reception to becoming a core liquidity and price-discovery tool across global bond markets. He explains how innovations such as portfolio trading, electronic pricing, and active ETF strategies have helped advisors build more efficient portfolios and manage risk through even the most stressed market environments, including the COVID-19 crisis.

Inside a recent episode

Ritholtz Wealth Management: “Tax Advice is Financial Advice"

Published 5 Dec 2025 · Transcript excerpt

[…] Can we do a review? And what are the things that we found, which is frankly a lot of horror stories? We would find misQCDs qualified charitable distributions. We would find that U .S. Treasury interest was being reported as taxable on a state tax return. And I think for me, what I observed in the industry is if you picture a Venn diagram with two circles, you have one where the CFP is handling a lot of investment management and it's a quarterback of the financial relationship. And then you have a CPA, the CPA typically on the other side of the Venn diagram, they're driving, but they're looking at the review mirror, right? […]

Who has been a guest on Big Picture In Practice

Names identified in recent episode analyses. Showing up to five guests.

• Anna Snider
• Jim Caron
• Sinead Colton Grant
• Barry Silbert
• Michael Sonnenshein

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

9 ratings

Podcast Authority Score: 45 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

0

Engagement

77

Contact Big Picture In Practice

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Big Picture In Practice