May 12, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David Lau about how advisors often focus too much on the ‘probability of success’ of a financial plan rather than on metrics he believes are more important to understanding the soundness of a client’s retirement plan. Hear their conversation.
A Day at DPL with David Blanchett | The magnitude of failure
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David Lau about how advisors often focus too much on the ‘probability of success’ of a financial plan rather than on metrics he believes are more important to understanding the soundness of a client’s retirement plan. Hear their conversation.
A Day at DPL with David Blanchett | Level setting with annuities
A Day at DPL with David Blanchett | Using annuities in a 401K plan
A Day at DPL with David Blanchett | When to talk to clients about annuities
