Épisodes

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

    How Fixed-Income ETFs Transformed Bond Markets: Lessons from BlackRock’s Steve Laipply
    Oct 29 2025

    Are bonds boring? That’s their reputation—and it’s a big part of why investors embrace them.

    But Steve Laippley, global co-head of iShares fixed-income ETFs at BlackRock, thinks there’s also a lot more excitement to bonds than we give them credit for.

    In this episode, Steve talks with Ben and Julie about:

    • ETFs’ role in transforming investor access to bonds
    • The value of bond ETFs in providing liquidity, transparency, and price discovery
    • How fixed-income ETFs fared during the covid-19 market turmoil
    • Recent innovations in the fixed-income space

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice


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    34 min
  • Planning First: Redefining Retirement Income with Schwab’s Inga Rachwald and Rob Williams

    Planning First: Redefining Retirement Income with Schwab’s Inga Rachwald and Rob Williams
    Oct 15 2025
    Schwab’s Rob Williams and Inga Rachwald join Ben and Julie to unpack why retirement income is first and foremost a planning challenge—one that demands balancing emotional biases, clear goals, and smart investment choices. Together, they explore how advisors can reframe conversations around income, broaden clients’ understanding of risk, and apply practical strategies that connect portfolios to real-life outcomes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    42 min
  • Live from MIC: Anna Snider on Private Market Opportunities

    Live from MIC: Anna Snider on Private Market Opportunities
    Sep 25 2025

    Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts


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    28 min
  • Jim Caron on Volatile Market Strategy and Global Portfolio Diversification

    Jim Caron on Volatile Market Strategy and Global Portfolio Diversification
    Aug 28 2025

    Morgan Stanley CIO Jim Caron explains how Trump’s tariff-funded fiscal policy could impact market volatility, sector trends, and investor portfolios.

    Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    38 min
  • Navigating Opportunity in Volatile Markets

    Navigating Opportunity in Volatile Markets
    Aug 14 2025

    Explore with BNY Wealth’s Sinead Colton Grant how private markets, risk tolerance, and asset allocation shape wealth strategies in today’s volatile market.

    Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    28 min
  • The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders

    The Crypto Adoption Curve: Lessons From ETFs With Grayscale Leaders
    Jul 31 2025

    Grayscale’s Dave LaValle and John Hoffman share how advisors can navigate crypto’s rapid evolution, from understanding the technology and ETF parallels to preparing for regulatory shifts and AI-driven innovation as digital asset adoption accelerates.

    Visit the Big Picture in Practice website: https://www.morningstar.com/business/insights/podcasts


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    41 min
  • How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value

    How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value
    Jul 18 2025

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/evidence-driven-financial-advisor-value

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.


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

    How Advisor Engagement Strategies and Investment Solutions Are Driving Stronger Client Relationships
    Mar 6 2025

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategies

    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 min