April 16, 2026
Michael Finke, PhD, CFP®, and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, talk about AI and what it could mean for the future of financial services in this episode of Shares.
In this episode, join Michael Finke and David Blanchett as they discuss recent claims that technological advancements in the field of artificial intelligence will make retirement planning into a thing of the past. They also explore how AI is likely to change the field of financial planning, from retirement advice to tax planning, personalization, and more.
Michael Finke is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Investment Association Academic Advisory Council. He also serves on the board of the Puerto Rico Pension Reserve Trust. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.
David Blanchett is an adjunct professor of wealth management at The American College of Financial Services. A renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) Program. In addition to his role with The College, Blanchett is the head of retirement research for Prudential Financial, Inc. and a portfolio manager for PGIM, and was formerly at Morningstar Investment Management, LLC. At Prudential, Blanchett focuses on advancing innovative retirement solutions to help improve outcomes for workers and retirees.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
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