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Conference

2021 Academic Research Colloquium

The Center for Financial Planning will host the fifth annual Academic Research Colloquium for Financial Planning and Related Disciplines virtually on November 11-12 and 15-16, 2021.

November 11 - 16, 2021

2021 BEST PAPER AWARDS

CFP Board Center for Financial Planning is pleased to announce the seven best paper awards for the fifth annual Academic Research Colloquium for Financial Planning and Related Disciplines:

The Ballentine Best Paper Award
Are Millennials Wary of the Stock Market? A Cohort Analysis of Stock Holdings

Zhujun Cheng, The Ohio State University, Columbus, OH, USA
Tansel Yilmazer, The Ohio State University, Columbus, OH, USA

 

The Lincoln Financial Best Paper Award
Consumer Budget Management in the Age of Information Access

Anastasiya Ghosh, University of Arizona, Tucson, AZ, USA
Liang Huang, University of Arizona, Tucson, AZ, USA

 

The Capital Group Best Paper Award
Measuring Financial Advice: Aligning client elicited and revealed risk

John Thompson, Wilfrid Laurier University, Waterloo, ON, CA
Longlong Feng, Wilfrid Laurier University, Waterloo, ON, CA
R. Mark Reesor, Wilfrid Laurier University, Waterloo, ON, CA
Chuck Grace, CaIvey Business School, London, ON, CA
Adam Metzler, Wilfrid Laurier University, Waterloo, ON, CA

 

CFP Board Center for Financial Planning Best Paper Award
The Negativity Bias and Perceived Expected Return Distributions: Evidence from a Pandemic

Harry Turtle, Colorado State University, Fort Collins, CO, USA
Richard Sias, University of Arizona, Tucson, AZ USA
Laura Starks, University of Texas, Austin, TX USA

 

The Morgan Stanley Best Paper Award in Investments
What Do the Portfolios of Individual Investors Reveal About the Cross-Section of Equity Returns?

Sebastien Betermier, McGill University, Montreal, QC, CA
Laurent Calvet, DHEC Business School, London, England
Samuli Knupfer, BI Business School, Oslo, Norway
Jens Kvaerner, Tilburg University, Tilburg, Netherlands

 

CFP Board Center for Financial Planning Best Paper Award
Who Pays the Price for Bad Advice?: The Role of Financial Vulnerability, Learning and Confirmation Bias.

Julie Agnew, The College of William and Mary, Williamsburg, VA, USA
Hazel Bateman, UNSW Business School, Sydney, Australia
Christine Eckert, UTS Business School, Sydney, Australia
Fedor Iskhakov, Australian National University, Canberra, Australia
Jordan Louviere, University of South Australia, Adelaide, Australia
Susan Thorp, The University of Sydney, Sydney, Australia

 

CFP Board Center for Financial Planning Best Paper Award in Diversity and Inclusion in Financial Planning
Racial Animosity and Black Financial Advisor Underrepresentation

Derek Tharp, University of Southern Maine, Lewiston, ME, USA
Jeffrey A. DiBartolomeo, University of Southern Maine, ME, USA
Elizabeth Parks-Stamm, University of Southern Maine, ME, USA