2017 Academic Research Colloquium for Financial Planning and Related Disciplines

Sponsored By

Merrill Lynch

Accepted Papers

Financial Goal Setting, Financial Anxiety, and Solution-Focused Financial Therapy (SFFT): A Quasi-Experimental Outcome Study
Dr. Kristy Archuleta
Kansas State University

Ms. Katherine Mielitz
Kansas State University

Mr. David Jayne
Kansas State University

Mr. Vincent Le
Kansas State University

Financial Myopia Predicts Increased Mortality Risk
Dr. Joe Gladstone
University of Cambridge

Mr. C.S. Hundtofte
Federal Reserve Bank of New York

Financial Psychology Intervention for Increasing Employee Engagement in a Retirement Plan Meeting: Results of Three Open Clinical Trials
Dr. Bradley T. Klontz, CFP®
Creighton University

Dr. Edward Horwitz, CFP®
Creighton University

Genetic and Environmental Influences on Household Finance
Dr. Yilan Xu
University of Illinois

Dr. Daniel Briley
University of Illinois

Dr. Jeffrey R. Brown
University of Illinois

Dr. Brent W. Roberts
University of Illinois

Marriage and the Financial Knowledge Gender Gap
Dr. Laura Mattia, CFP®
University of South Florida

Dr. Sandra Huston
Texas Tech University

Dr. Michael Finke, CFP®
The American College

Social Interaction Effects and Individual Portfolio Choice: Evidence from 401(k) Pension Plan Investors
Dr. Nina Tang
San Diego State University

Dr. Timothy (Jun) Lu
Peking University (HSBC Business School)

The Consumption Consequences of Couples Pooling Financial Resources
Dr. Joe J. Gladstone
Cambridge University

Dr. Emily N. Garbinsky
University of Notre Dame

The Influence of Severe Memory Problems on Wealth Management of Older Households
Dr. Cheuk Hee Cheung, CFP®
The Ohio State University

Dr. Tansel Yilmazer, CFP®
The Ohio State University

The Liquid Hand-to-Mouth: Evidence from Personal Finance Management Software
Dr. Michaela Pagel
Columbia Business School

Dr. Arna Olafsson
Copenhagan Business School

The Value of Communication in the Client/Advisor Relationship
Dr. Yuanshan Cheng, CFP®
Winthrop University

Dr. Christopher M. Browning, CFP®
Texas Tech University

Bequest Intentions and the Theory of Planned Behavior
Ms. Mitzi Lauderdale, CFP®
Texas Tech University

Dr. Stuart Heckman, CFP®
Kansas State University

Predicting the Demand for Cash Value Life Insurance Using a Nonlinear Systemic Framework
Dr. John Grable, CFP®
University of Georgia

Dr. Wookjae Heo
South Dakota State University

Circle of Incompetence: Sense of Understanding as an Improper Guide to Investment Risk
Mr. Andrew Long
University of Colorado Boulder

Dr. Philip M. Fernbach
University of Colorado Boulder

Dr. Bart de Langhe
University of Colorado Boulder

ETFs’ Premiums at the Open: Are Arbitrageurs Asleep?
Dr. Nina Tang
San Diego State University

Dr. Marie-Eve Lachance
San Diego State University

The relationship between risk tolerance and saving
Dr. Sherman Hanna
The Ohio State University

Mr. Gui Jeong Kim
The Ohio State University

The Effect of Advanced Age and Equity Values on Risk Preferences
Dr. David Blanchett, CFP®
Morningstar Investment Management

Dr. Michael Finke, CFP®
Texas Tech University

Dr. Michael Guillemette, CFP®
University of Missouri

Baryonic Beta Dynamics: Splitting the Atom of Systematic Risk
Mr. James Chen
Michigan State University College of Law

The financial impact and duration of disability across the lifespan
Mr. Benjamin Strother
Kansas State University

Dr. Stuart Heckman, CFP®
Kansas State University

A Cross-Country Evaluation of Financial Security and Population Aging:  A Financial Planning Perspective
Dr. Angela Lyons
University of Illinois at Urbana-Champaign

Dr. John Grable, CFP®
University of Georgia

Dr. So-Hyun Joo
Ewha Womans University

Achieving American Retirement Prosperity by Changing Americans’ Thinking About Retirement
Dr. Peter Huang
University of Colorado Law School

Can the Social Security Trust Fund Sustain Financial Stability if Individuals Opt Out?
Ms. Chia–Li Chien, CFP®
Ball State University

Incorporating a QLAC into a Retirement Income Strategy
Dr. Michael Finke, CFP®
The American College

Dr. Tao Guo, CFP®
William Paterson University

Mr. Jacob Williams
Texas Tech University

Required Retirement Savings Rates Today
Dr. David Blanchett, CFP®
The American College and Practitioner

Dr. Michael Finke, CFP®
The American College

Dr. Wade Pfau
The American College

Retirement Income Showdown: Risk Pooling vs. Risk Premium
Dr. Wade D. Pfau
The American College

Financial Help Seeking Behaviors of Young Adults
Ms. Christina Glenn, CFP®
Kansas State University

Dr. Stuart Heckman, CFP®
Kansas State University

Subjective Well-Being, Cognitive Ability and the Measurement of Risk Preferences
Ms. Meghaan Lurtz
Kansas State University

Dr. Stuart Heckman, CFP®
Kansas State University

The China Syndrome
Mr. Gregory Schink, CFP®
Kansas State University

Who is Likely to Purchase Long-term Care Insurance?
Mr. Jacob Lumby
Texas Tech University

Dr. Christopher M. Browning
Texas Tech University

Who Seeks Financial Advice
Mr. Maher Alyousif
Texas Tech University

Heuristic Perceptions of the Income Tax: Evidence and Implications for Debiasing
Dr. Alex Rees-Jones
Wharton School of Business

Dr. Dimitry Taubinsky
Dartmouth College

Tax Uncertainty and Retirement Savings Diversification
Dr. David Brown
University of Arizona

Dr. Scott Cederburg
University of Arizona

Dr. Michael S. O’Doherty
University of Missouri

Dominated Financial Choices by Low-Income Consumers within the Individual Health Insurance Market
Dr. John Hsu
Harvard Medical School

Dr. Vicki Fung
Harvard Medical School

Change in Risky Asset Allocation During the Great Recession: Did Financial Planner Advised Portfolios Perform Better?
Dr. Joseph Goetz
University of Georgia

Navigating risky human capital investments: A guide for practitioners and an agenda for researchers
Dr. Stuart Heckman, CFP®
Kansas State University

Dr. Jodi Letkiewicz
York University

The Predisposition of Women to Use the Services of a Financial Planner for Saving and Investing
Dr. David A. Evans
Purdue University

Dr. Jonathan J. Fox
Iowa State University

Time-Horizon Based Portfolios; Theory, Common Practice and Optimal Techniques in Personal Financial Planning
Dr. Thomas Warschauer, CFP®
San Diego State University

Making the Leap: How Consumers Come to Trust Their Financial Advisors
Ms. Julie Anne Ragatz
The American College

Dr. Gerry Herbison, CFP®
The American College of Financial Services

Task Efficacy and Narcissism
Dr. Lance Palmer, CFP®
University of Georgia

Dr. Robert K. Christensen
Brigham Young University

Dr. Aman Sunder
University of Georgia

Tools for Saving: Using Prepaid Cards to Set Aside Funds
Ms. Melissa Knoll
Consumer Financial Protection Bureau (CFPB)

Ms. Cheryl Cooper
Consumer Financial Protection Bureau (CFPB)

Mr.David Zimmerman
Consumer Financial Protection Bureau (CFPB)

Dr. Julian Jamison
World Bank

Why Are Americans Hesitant to Spend their Retirement Savings? Evidence from a Survey on Retirement Risk Tolerance
Dr. Christopher M. Browning
Texas Tech University

Tax Efficient Investing in Any Interest Rate Environment
Mr. Curtis Davis, CFP®
Mackenzie Investments

Determinants of Family Financial Management Practices
Mr. Allen Ammerman
National Academies of Sciences, Engineering, and Medicine

Dr. Maurice MacDonald
Kansas State University

The Behaviorally-Enlightened Fiduciary: Addressing Moral Dilemmas through a Decision-Theoretic Model of Moral Value Judgement
Mr. Derek Tharp, CFP®
Kansas State University