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.
All content for Big Picture In Practice is the property of Morningstar, Ben Johnson, Julie Willoughby and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
The Evolution of Model Portfolios: A Deep Dive with Envestnet
Big Picture In Practice
36 minutes 17 seconds
8 months ago
The Evolution of Model Portfolios: A Deep Dive with Envestnet
The evolution of model portfolios is underway, presenting a substantial benefit for advisors and asset managers through the simplification of operational duties and promoting enhanced client connections. Join us as we dive deep into model portfolios with Ling-Wei Hew, a Principal Director at Envestnet and a veteran in the model portfolio space.
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.
