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David Blanchett

Morningstar Investment Management LLC
Head of Retirement Research

(888) 748-0710

Morningstar
David Blanchett, PhD, CFA, CFP; is head of retirement research for Morningstar Investment Management LLC. In this role, he works to enhance the group’s consulting and investment services and serves as the chair of the Advice Methodologies and Automated Strategies subcommittee, which is the working group responsible for developing and maintaining all methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. His research has been published in a variety of industry and academic journals and received a number of awards, such as the Journal of Financial Planning’s 2014 and 2015 Montgomery-Warschauer Award, the Financial Analysts Journal’s 2015 Graham and Dodd Scroll Award, and the CFP Board Center for Financial Planning 2017 Academic Research Colloquium Best Investments Paper Award. He is currently an Expert Panelist for the Wall Street Journal and an Adjunct professor at The American College. He holds a master’s degree in financial services from the American College, 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.

About Us: Helping people plan, save, and invest to reach their financial goals is essential to who we are. We want to see them succeed. And this vision guides our every move, whether we’re working with individuals directly or through the financial professionals who serve them. People don’t always think of themselves as “investors,” but most actually are through their retirement plans and savings. That’s why we’re committed to supporting all investors with an independent perspective they can trust. It’s a serious responsibility to represent investors’ best interests at all times, and one we share with hundreds of thousands of advisors worldwide. We believe it’s critical to give those advisors the support they need to serve their clients well.

Archived Webinars Offered

RETIREMENT PLANNING DURING MARKET PEAKS: 2018 EDITION

Date RecordedAugust 21, 2018  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

ESTIMATING THE TRUE COST OF RETIREMENT

Date RecordedAugust 13, 2018  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelModerate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other