David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar
David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar
David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management.
Passion/Expertise:
David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.
Position/Experience:
As the head of retirement research for Morningstar Investment Management, David works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.
View YouTube clips from
David Blanchett’s recent
Retirement Resource Center
webinars.
Publications:
David’s research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.
Read summary transcripts of
David Blanchett’s presentations
in recent issues of InFRE’s
“Retirement Insight and Trends”.
Certifications/Awards:
David is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal. His research won:
- The Journal of Financial Planning’s 2007 Financial Frontiers Award,
- The Retirement Income Industry Association’s 2012 Thought Leadership Award, and
- the Journal of Financial Planning’s 2014 Montgomery-Warschauer Award.
Education:
David holds a master’s degree in financial services from the American College and a master’s degree in business administration from the University of Chicago Booth School of Business. He is currently taking classes toward a doctorate in personal financial planning at Texas Tech University.
Have David Blanchett speak at your event!
Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive complementary webinar or elearning course featuring the speaker of your choice to help you decide who best fits your organization’s needs.