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Big Picture In Practice

Morningstar, Ben Johnson, Julie Willoughby
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InvestingPodcastsBusinessManagementENunited-states
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Big Picture In Practice breaks down the latest trends for investing advisors with Morningstar experts and industry professionals. Whether you're creating portfolios, bespoke financial plans, or constructing tech stacks for financial professionals, this podcast is for you. Join us for biweekly roundtable discussions which make relevant trends accessible and help you thrive amidst evolving investor expectations.
Top 68.4% by pitch volume (Rank #34224 of 50,000)Data updated Feb 10, 2026

Key Facts

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N/A
Episodes
50
Founded
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Category
Investing
Number of listeners
Private
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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/big-picture-in-practice-2
Reply rate: Under 2%

Latest Episodes

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Ritholtz Wealth Management: “Tax Advice is Financial Advice"

Fri Dec 05 2025

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Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management. In this episode, Bill and Bill talk with Ben and Julie about: The importance of investing in artisan tax planning as a financial advisory practiceWhy wealth firms are pulling tax work in-houseThe tax landmines in the One Big Beautiful BillOverlooked issues in estate planning and inheritance taxesCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice 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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Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management. In this episode, Bill and Bill talk with Ben and Julie about: The importance of investing in artisan tax planning as a financial advisory practiceWhy wealth firms are pulling tax work in-houseThe tax landmines in the One Big Beautiful BillOverlooked issues in estate planning and inheritance taxesCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key Metrics

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Pitches sent
9
From PodPitch users
Rank
#34224
Top 68.4% by pitch volume (Rank #34224 of 50,000)
Average rating
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Reviews
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Written reviews (when available)
Publish cadence
N/A
Episode count
50
Data updated
Feb 10, 2026
Social followers
354.8K

Public Snapshot

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InvestingPodcastsBusinessManagement
Country
United States
Language
English
Language (ISO)
Release cadence
N/A
Latest episode date
Fri Dec 05 2025

Audience & Outreach (Public)

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Audience range
Under 4K / month
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Reply rate band
Under 2%
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Replies received
Private
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Presence & Signals

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Social followers
354.8K
Contact available
Yes
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Sponsors detected
Private
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Guest format
Private
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Frequently Asked Questions About Big Picture In Practice

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What is Big Picture In Practice about?

Big Picture In Practice breaks down the latest trends for investing advisors with Morningstar experts and industry professionals. Whether you're creating portfolios, bespoke financial plans, or constructing tech stacks for financial professionals, this podcast is for you. Join us for biweekly roundtable discussions which make relevant trends accessible and help you thrive amidst evolving investor expectations.

How often does Big Picture In Practice publish new episodes?

Big Picture In Practice publishes on a variable schedule.

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