ACE Academy 2023

Speaker & Session Information















Redefining the Optimal Retirement Income Strategy

David Blanchett

Presented by
David Blanchett, PhD, CFA®, CFP®

Managing Director and Head of Retirement Research, PGIM DC Solutions 

Session date and time 
May 2, 2023
11:00 a.m. - 12:00 p.m.     

Feeling overwhelmed, stressed and burned out? Is connecting with clients harder? You are not alone. Stress and burnout are real concerns that financial advisors face as professionals who help others. The stress we have endured over the past three years has created or, in some cases, intensified these issues. Striking a balance may seem impossible. This session will explore stress and burnout and provide tools for financial planners to manage burnout so you can keep thriving in your work with clients—even when you don’t feel like it.

ACE Academy 2023

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Speaker Bio

David Blanchett, PhD, CFA®, CFP®
Managing Director and Head of Retirement Research, PGIM DC Solutions 

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 more than 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) and the Retirement Management Journal (2012). He is a regular contributor to Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal.

He 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.

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