Episode Details

Our guest this week is David Blanchett, head of retirement research for Morningstar Investment Management. In his role at Morningstar, Blanchett works to enhance the Investment Management group's consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. He's also adjunct professor of wealth management at The American College of Financial Services.

Blanchett's research has been published in a variety of academic and industry journals, such as the Financial Analysts Journal, the Journal of Financial Planning, The Journal of Portfolio Management, The Journal of Retirement, and The Journal of Wealth Management. His research won the Journal of Financial Planning's 2007 Financial Frontiers Award, the Retirement Income Industry Association's 2012 Thought Leadership Award, the Journal of Financial Planning's 2014 and 2015 Montgomery-Warschauer Awards, and the Financial Analysts Journal's 2015 Graham & Dodd Scroll Award.

Background
David Blanchett's bio

David Blanchett's research archive

Quantifying the Value of Advice
Alpha, Beta, and Now ... Gamma

The Value of a Gamma-Efficient Portfolio

Vanguard Advisor's Alpha

Capital Sigma: The Advisor Advantage

Reducing Wealth Volatility: The Value of Financial Advice as Measured by Zeta

Retirement
Annuities are Likely Coming to Your 401(k). Should You Use Them?

A Safe Harbor for Annuities Could Help Retirement Savers

Save More Today: Improving Retirement Savings Rates With Carrots, Advice, and Nudges

Nudge, by Richard Thaler and Cass Sunstein

Behavioral Nudges for Goals-Based Financial Planning

You Can't Fix What You Can't Measure, Aron Szapiro on The Long View podcast

I Don't Think the System Needs Nudges. I Think the System Needs Dynamite, William Bernstein on The Long View podcast

Man Bites Dog! Congress Is Writing Retirement Legislation!

Retiree Survey: Nearly All Say They Are Happy Though Many Are Financially Insecure

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