Academic Research Colloquium for Financial Planning and Related Disciplines
February 19-21, 2019

TUESDAY, FEBRUARY 19
8:00 a.m. Registration Opens
9:00 a.m. – 12:00 p.m.

Doctoral Seminar

12:00 p.m. – 7:15 p.m. Exhibits Open
1:00 p.m.  

Opening General Session

2:15 p.m. Break
2:30 p.m.

Concurrent Sessions – Paper Presentations

Do Brokerages Benefit from All-star Females?
Sima Jannati, University of Missouri

Financially sound households use financial planners, not transactional advisors
David Blanchett, Morningstar Investment Management, LLC

A Day Late and a Dollar Short: Liquidity and Household Formation among Student Borrowers
Constantine Yannelis, Stern School of Business, New York University
Adam Isen
Sarena Goodman, Board of Governors of the Federal Reserve System

Location Choice, Portfolio Choice
Ioannis Branikas, Lunquist College of Business, University of Oregon
Harrison G. Hong, Graduate School of Arts and Sciences, Columbia University
Jiangmin XU, Peking University

The Timing of Early-Life Family Income and Adult Obesity
Yilan Xu, University of Illinois at Urbana-Champaign

Present Bias and Financial Behavior
Jing Jian Xiao, University of Rhode Island
Nilton Porto, University of Rhode Island

The Effect of Genetics on Risk Preferences and Household Financial Decisions
Vickie L. Bajtelsmit, Colorado State University
Lisa Lipowski Posey, Pennsylvania State University

Lazy Prices
Lauren Cohen, Harvard Business School
Christopher Malloy, Harvard Business School
Quoc Nguyen, DePaul University

3:30 p.m. Break
3:45 p.m.

Concurrent Sessions – Paper Presentations

The Effect of Demographic Characteristics and Economic Characteristics on an Individual’s Financial Risk Tolerance
Christina Wang, University of Missouri

Equity Allocations in Retirement Accounts among Young Adults
Stuart Heckman, Kansas State University

Personality Characteristics and Financial Satisfaction among the Financially Strained
Derek Tharp
Martin Seay, Kansas State University

Growing apart in marriage, or coming together? The structure and dynamics of differences in risk aversion between partners
Auke Platinga, University of Groningen, The Netherlands
Werner F.M. DeBondt, Driehaus College of Business, DePaul University

3:45 p.m.

Concurrent Session – Practitioner Implications Panel

4:45 p.m. Break
5:00 p.m. Financial Planning Review segment
6:15 p.m. Evening Reception and Poster Session I
WEDNESDAY, FEBRUARY 20
8:00 a.m. Breakfast
8:00 a.m. – 5:00 p.m. Exhibits Open
9:00 a.m. – 5:00 p.m. Faculty Interviews
9:00 a.m. General Session
10:15 a.m. Break
10:30 a.m.

Concurrent Sessions – Paper Presentations

Chasing Returns in Retirement Accounts: Do Learning, Literacy, and Experience Matter?
Jonathan Huntley, Wharton School, University of Pennsylvania
Valentina Michelangeli, Wharton School, University of Pennsylvania
Felix Reichling, Wharton School, University of Pennsylvania

Effects of Over and Under-Confidence on Asset Holdings and Net Worth
Su Hyun Shin, University of Alabama
Andrew Hanks, Ohio State University

Advertising Exposure and Portfolio Choice: Estimates Based on Sports Sponsorships
Ioannis Branikas, Lundquist College of Business, University of Oregon

ETF Short Interest and Failures-to-Deliver: Naked Short-Selling or Operational Shorting?
Richard Evans, Darden School of Business, University of Virginia
Rabih Moussawi, Villanova School of Business, Villanova University
Michael Pagano, Villanova School of Business, Villanova University
John Dedunov, Villanova School of Business, Villanova University

Religious Beliefs, Religious Culture, and Household’s Investment Decisions
Hohyun Kim, Korea Advanced Institute of Science and Technology (KAIST)
Kyoung Tae Kim, University of Alabama
Seung Hun Han, Department of Management Science, Korea Advanced Institute of Science and Technology (KAIST)

11:15 a.m. – 12:15 p.m. Poster Session II
12:30 p.m. Lunch and Visit Exhibitors
1:15 p.m. General Session
2:15 p.m. Break
2:30 p.m.

Concurrent Sessions – Paper Presentations

Age Differences in Risk Tolerance and Risk Domains
Muna Alabed
Charlene M. Kalenkoski, Texas Tech University
Discussant: John Grable, University of Georgia

Are Financial Plans Orchestrated by Mental Accounts? An Empirical Investigation into the Role of Mental Accounting on Personal Financial Planning
Mousumi Mahapatra, National Institute of Technology, Durgapur
Jayasree Raveendran, Institute of Public Enterprise (IPE)
Anupam De, National Institute of Technology, Durgapur

Understanding the Correlation between Alzheimer’s Disease Polygenic Risk, Wealth, and the Composition of Wealth Holdings
Su Hyun Shin, University of Alabama
Dean R. Lillard, Department of Human Sciences, Ohio State University
Jay Bhattacharya, Center for Primary Care and Outcomes Research, Stanford University

On the Investment Credentials of Bitcoin: A Cross-Currency Perspective
Prateek Bedi, Department of Financial Studies, University of Delhi
Tripti Nashier

The Way Consumers and Clients Respond to Financial Conversations: Investigation with Measurement of EEG signals
Wookjae Heo, South Dakota State University

Choosing between post-tax and tax-deferred investments-Evidence from an Incentivized Survey
M. Marton Boyer, HEC- Montreal
Philippe d’Astous, HEC-Montreal
Pierre-Carl Michaud, HEC- Montreal

Relationships among Financial Ability, Financial Independence, and Well-Being of Emerging Adults: Does Personality Matter?
Lu Fan, University of Missouri
Swarn Chatterjee, University of Georgia
Jinhee Kim, Department of Family Science, University of Maryland

Predicting Financial Risk Taking Behavior: A Comparison of Questionnaires
John Grable, University of Georgia
Amy Hubble, University of Georgia
Michelle Kruger, University of Georgia
Melissa Visbal

4:00 p.m. Break
4:15 p.m. General Session
5:30 p.m. Dinner on own
THURSDAY, FEBRUARY 21
7:00 a.m. Breakfast
7:00 a.m. Registration Opens
8:00 a.m. – 11:15 a.m. Faculty Interviews
8:00 a.m.

General Session

9:00 a.m. Break
9:15 a.m.

Concurrent Sessions – Paper Presentations

Finding the major donor: the relationship between financial planning horizon and charitable giving
Zhikun Liu
Russell James, Texas Tech University

Effects of Financial Literacy Overconfidence on the Mortgage Delinquency of US Households
Kyoung Tae Kim, University of Alabama

Victim Characteristics of Investment Fraud
Steven Lee, The American College of Financial Services
Benjamin F. Cummings, The American College of Financial Services
Jason Martin, Swarthmore College

Policy Uncertainty and Household Stock Market Participation
Vikas Agarwal, J. Mack Robinson College of Business, Georgia State University
Hadiye Aslan, J. Mack Robinson College of Business, Georgia State University – Department of Finance
Lixin Huang, J. Mack Robinson College of Business, Georgia State University
Honglin Ren, J. Mack Robinson College of Business, Georgia State University

9:15 a.m.

Concurrent Session – Practitioner Implications Panel

10:15 a.m. Break
10:30 a.m.

Concurrent Sessions – Paper Presentations

Success and Satisfaction of Women in Financial Planning
Jim Pasztor, College for Financial Planning
Aman Sunder, College for Financial Planning
Rebecca Henderson, College for Financial Planning

What are the U.S. Retirement Population Success Rates When Using HECM?
Chia-Li Chien, School of Business, California Lutheran University

Examining the Conventional Wisdom of Municipal Bond Investments and Use in Financial Planning
Timothy M. Todd, Liberty University
Maurice MacDonald, Kansas State University
Stuart Heckman, Kansas State University

Two-Factor Risk Preference for Investment Market and Credit Card Risk
Patrick Payne College of Business, Western Carolina University
Sarah Asebedo, Texas Tech University

11:30 a.m. Colloquium Concludes