Practical analysis for investment professionals

David Blanchett, PhD, CFA, CFP

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4 Posts

Biography

David Blanchett, PhD, CFA, CFP®, is managing director and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM ,he was the head of retirement research for Morningstar Investment Management LLC and before that the director of consulting and investment research for the Retirement Plan Consulting Group at Unified Trust Company. Blanchett has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), the Journal of Financial Services Professionals (2022), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal. Blanchett is currently an adjunct professor of wealth management at The American College of Financial Services and a research fellow for the Alliance for Lifetime Income. He was formally a member of the executive committee for the Defined Contribution Institutional Investment Association (DCIIA) and the ERISA Advisory Council (2018-2020). In 2021, ThinkAdvisor included him in the IA25 for "pushing the industry forward." In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and in 2014, Money magazine named him one of the brightest minds in retirement planning. Blanchett holds a bachelor’s degree in finance and economics from the University of Kentucky, a master’s degree in financial services from The American College of Financial Services, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University. When he isn’t working, Blanchett is probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.

Author's Posts
Regret and Optimal Portfolio Allocations

To understand risk for portfolio optimization purposes, we need to consider regret.

Rethinking Retirement Planning Outcome Metrics

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

More Realistic Retirement Income Projections Require Dynamic Adjustments

How can we incorporate dynamic spending into retirement income projections?

Redefining the Retirement Income Goal

Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.



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