Board Meeting
Wednesday, October 19, 2016 at 1:00 PM–5:00 PM PDT
Cooper
Lead & Corresponding Author
—
Additional Authors
—
Continental
Thursday, October 20, 2016 at 7:30 AM–Tuesday, October 25, 2016 at 9:15 AM PDT
Lake Tahoe Foyer
Lead & Corresponding Author
—
Additional Authors
—
Academia Retirement Planning
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
Dr. Stuart Michelson, Stetson University
Additional Authors
Lisa Schwartz, Wingate College
Can Mutual Fund Flows Serve as Market Risk Sentiment? An Empirical Analysis with Credit Default Swaps (CDS) Spreads
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor E
Lead & Corresponding Author
Hsinhui Chiu, Ph.D., California State University Northridge
Additional Authors
Lu Zhu, Ph.D., University of Wisconsin Eau Claire
Corporate Cash Holdings and Social Capital
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Humnath Panta, Ph.D, Brenau University
Additional Authors
Salil K. Sarkar, Ph.D., CFA, The University of Texas at Arlington
Dr. Suzanne M Erickson, PhD, Brenau University
Corporate Exposure to Macroeconomic Conditions and Cash Holdings
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
YoungHa Ki, University of New Orleans
Additional Authors
—
Does Personality Drive Price Bubbles?
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor E
Lead & Corresponding Author
Andreas Oehler, Chair of Finance, Bamberg University
Additional Authors
Florian Wedlich, Department of Finance, Bamberg University
Stefan Wendt, Reykjavik University
Matthias Horn, Department of Finance, Bamberg University
Dynamic Linkages and Volatility Transmission from Global Equity Markets to Frontier Equity Markets of Middle East and Africa
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Akash Dania, Ph.D., Alcorn State University
Additional Authors
Ramin Maysami, Ph.D., Jackson State University
Earnings Quality: A Revised Model for Determination of the Quality of Earnings
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
Nell S. Gullett, University of Tennessee at Martin
Additional Authors
Dr. Ronald W. Kilgore, Ph.D., University of Tennessee at Martin
Idiosyncratic Volatility and Cash Flow Volatility: New Evidence from S&P 500
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Yuntaek Pae, PhD, CFA, Central Washington University
Additional Authors
Sung C Bae, PhD, Bowling Green State University
Namhoon Lee, PhD, Southern Wesleyan University
Information Effects of Changes to Analysts’ Recommendations: Morningstar Star Ratings Changes for Stocks
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor E
Lead & Corresponding Author
Emery Trahan, Northeastern University
Additional Authors
Dr. Paul Bolster, Ph.D, Northeastern University
Mahboubeh Ebrahimi, Northeastern University
Investing under Extreme Market Volatility: Liquidity of the SPY, IVV and RSP Funds
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Deniz Ozenbas, Montclair State University
Additional Authors
—
Is It Safe or Shaky to Have Cash-Rich Suppliers?
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
Fang Chen, University of New Haven
Additional Authors
Jian Huang, Towson University
Jianjun Jia, Shanghai Finance University
Lobbying Activities and Mergers and Acquisitions
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Tim Mooney, Pacific Lutheran University
Additional Authors
Daejin Kim, Ulsan National Institute of Science and Technology
Hyeongsop Shim, Ulsan National Institute of Science and Technology
Multiple Lead Underwriter IPOs and Analyst Behavior
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Cheolwoo Lee, Ph.D., Ferris State university
Additional Authors
Jin Q Jeon, Dongguk University, Seoul, Korea
Mutual Funds, their Investment Bank Affiliates, and Merger Arbitrage
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Tim Mooney, Pacific Lutheran University
Additional Authors
—
New Evidence on the Performance of Constraint Investment Funds
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor E
Lead & Corresponding Author
Dr. J. Francisco Rubio, PhD, Central Connecticut State University
Additional Authors
—
The Link between FX Liquidity and Equity Market
Thursday, October 20, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Phuvadon Wuthisatian, University of New Orleans
Additional Authors
Dr. M. Kabir Hassan, University of New Orleans
Coffee Service
Thursday, October 20, 2016 at 9:15 AM–9:30 AM PDT
Lake Tahoe Foyer
Lead & Corresponding Author
—
Additional Authors
—
Are CEOs of Customer-Oriented Lenders More Communitive in the CEO’s Annual Report Letter?
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor E
Lead & Corresponding Author
Don Johnson, Western Illinois University
Additional Authors
Hongbok Lee, Western Illinois University
Banking with Millennials
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor E
Lead & Corresponding Author
Jennifer Brodmann, University of New Orleans
Additional Authors
Dr. M. Kabir Hassan, University of New Orleans
Anh Thu Mai, University of New Orleans
Blake Rayfield, University of New Orleans
CFP: Retirement Plannning 1
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
—
Additional Authors
—
Concurrent A Sessions
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
—
Coskewnes in Islamic Mutual Funds
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor C
Lead & Corresponding Author
Dr. J. Francisco Rubio, PhD, Central Connecticut State University
Additional Authors
Dr. M. Kabir Hassan, University of New Orleans
Bora Ozkan, PhD, Temple University
Determinants of Credit Union Deposits During Times Of An Economic Crisis: A Retrospective View
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor B
Lead & Corresponding Author
Dr. Andreas Rauterkus, University of Alabama at Birmingham
Additional Authors
George Munchus, University of Alabama at Birmingham
FIduciary Standard and the Perceived Impacts of Changing One's Standard of Care
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Swarn Chatterjee, PhD, University of Georgia
Additional Authors
—
Governance and SME Credit Availability Around the World
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor B
Lead & Corresponding Author
Prof. Rebel Cole, PhD, Florida Atlantic University
Additional Authors
Andreas Dietrich, Lucerne University of Applied Sciences
Islamic Banking not in PS
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor E
Lead & Corresponding Author
—
Additional Authors
—
Relationship between Participation Bank Performance Measure and its Determinant
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor B
Lead & Corresponding Author
Prof Mohamed Ariff, PhD, Finance, University Putra Malaysia
Additional Authors
Mr Ali Nasserinia, Sumitted PhD, University Putra Malaysia
Asso Prof Fan Fah Cheng, PhD, Finance, University Putra Malaysia
Tax and Tax Overhang Effects on Funds Flow and Performance of Actively Managed Bond Funds
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor D
Lead & Corresponding Author
Abhay Kaushik, Radford University
Additional Authors
—
Tax-Induced Trading: the Effect of Capital Gain Tax Changes
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor D
Lead & Corresponding Author
Dr Nikanor Volkov, Mercer University
Additional Authors
Anna Agapova, PhD, Florida Atlantic University
The Relationship between Behavioral Factors and Investors Financial Decisions: An Empirical Study on the Egyptian Stock Market
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor C
Lead & Corresponding Author
Noura Metawa, University of new orleans
Additional Authors
Dr. M. Kabir Hassan, University of New Orleans
Mohamed Elhoseny, Mansoura University, Egypt
Dr. Saad Metawa, Mansoura University
Why Investors Should Buy Individual Corporate Bonds
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor D
Lead & Corresponding Author
Robert Dubil, PhD, University of Utah
Additional Authors
—
Why do Firms Issue Sukuk?
Thursday, October 20, 2016 at 9:30 AM–10:20 AM PDT
Parlor C
Lead & Corresponding Author
Hasib Ahmed, University of New Orleans
Additional Authors
Blake Rayfield, University of New Orleans
Dr. M. Kabir Hassan, University of New Orleans
Benefits from Social Trading? Empirical Evidence for Certificates on Wikifolios
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor C
Lead & Corresponding Author
Andreas Oehler, Chair of Finance, Bamberg University
Additional Authors
Matthias Horn, Department of Finance, Bamberg University
Stefan Wendt, Reykjavik University
CFP: Investment Issues
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor D
Lead & Corresponding Author
—
Additional Authors
—
CFP: Retirement Planning 2
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor E
Lead & Corresponding Author
—
Additional Authors
—
Certainty of Lifestyle: Contrasting A Simulation over a Fixed Period versus Multiple Period Models
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor E
Lead & Corresponding Author
Larry R. Frank, Sr, MBA, Better Financial Education
Additional Authors
Mr. Shawn Brayman, PlanPlus Inc.
Concurrent
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
—
Do Financial Planning Designations Reduce Adviser Misconduct?
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor D
Lead & Corresponding Author
Jeff Camarda, Camarda Wealth
Additional Authors
—
Household Strategies for Managing Longevity Risk
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor E
Lead & Corresponding Author
Vickie Bajtelsmit, Ph.D., Colorado State University
Additional Authors
Tianyang Wang, PHD, Colorado State University
Kickstarter Readability
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor C
Lead & Corresponding Author
Don T. Johnson, Western Illinois University
Additional Authors
Stephen Gray, Western Illinois University
Master Limited Partnerships Offer Both Positive Alpha and Lower Beta
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor B
Lead & Corresponding Author
Thanh Ngo, East Carolina University
Additional Authors
Dr. Haiwei Chen, PhDF, MBA, BA, University of Alaska, Fairbanks
To Investor Not to Invest: Are Banks 'The Big Bad Wolves'?
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor B
Lead & Corresponding Author
Dev Prasad, University of Massachusetts Lowell
Additional Authors
Mr Ali Nasserinia, Sumitted PhD, University Putra Malaysia
Prof Mohamed Ariff, PhD, Finance, University Putra Malaysia
Asso Prof Fan Fah Cheng, PhD, Finance, University Putra Malaysia
Valuation, Hedging, and Sports Futures Wagers
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Parlor C
Lead & Corresponding Author
Thomas OBrien, University of Connecticut
Additional Authors
Reinhold Lamb, University of North Florida
[no title]
Thursday, October 20, 2016 at 10:30 AM–11:20 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
—
Additional Authors
—
7 Strategies to Succeed with Overly Emotional Clients in Turbulent Markets
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor C
Lead & Corresponding Author
Dianne M. Juhl, The Feminine Face of Money
Additional Authors
—
CFP: Portfolio Strategy
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor E
Lead & Corresponding Author
—
Additional Authors
—
CFP: Portfolio Strategy 2
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor D
Lead & Corresponding Author
—
Additional Authors
—
Defined Benefit Plans vs. Defined Contribution Plans: An Evaluation Framework using Random Returns
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor D
Lead & Corresponding Author
V Sivarama Krishnan, Ph. D, University of Central Oklahoma
Additional Authors
Julie A. Cumbie, Ph.D., University of Central Oklahoma
Do Long-Short and Market Neutral Mutual Funds Sail on Even Keel?
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor B
Lead & Corresponding Author
Dr. Parvez Ahmed, University of North Florida
Additional Authors
Dr. John Adams, University of Texas at Arlington
Financial Planning Considerations for U.S. Ex-Pats
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor D
Lead & Corresponding Author
Dr William Ragle, Cedarville University
Additional Authors
—
Flipped Classrooms in Finance Education
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor C
Lead & Corresponding Author
Dr. Debbie Psihountas, Webster University
Additional Authors
—
Investment Options in Variable Annuity Products
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor B
Lead & Corresponding Author
Yuanshan Cheng, Winthrop University
Additional Authors
Jacob Williams, Texas Tech University
Xianwu Zhang, Texas Tech University
Rental Real Estate Investment Opportunities for the Individual Investor
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor B
Lead & Corresponding Author
Daniel Myers, Northeastern State University
Additional Authors
—
Retirement Portfolio Realities
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor E
Lead & Corresponding Author
Dr Craig L. Israelsen, Ph.D., Utah Valley University
Additional Authors
—
The Impact of Framing on Retirement Income Portfolio Selection
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor E
Lead & Corresponding Author
Chris Browning, Ph.D., Texas Tech University
Additional Authors
—
When Life Changes, Money Changes: 5 Essential Tools for Managing Life and Financial Transitions
Thursday, October 20, 2016 at 11:30 AM–12:20 PM PDT
Parlor C
Lead & Corresponding Author
Dianne M. Juhl, The Feminine Face of Money
Additional Authors
—
Lunch & Business Meeting
Thursday, October 20, 2016 at 12:30 PM–2:20 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Thomas S Coe, Ph.D., Quinnipiac University
Additional Authors
Robert W Moreschi, Ph.D., Virginia Military Institute
Dr William Chittenden, Texas State University
CFP: Insurance Issues
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor E
Lead & Corresponding Author
—
Additional Authors
—
CFP: Life Insurance
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor D
Lead & Corresponding Author
—
Additional Authors
—
Caring for Investors or Preying by Managers? Strategic use of Dividend Payments by Mutual Funds
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor B
Lead & Corresponding Author
Dr. Mingsheng Li, Bowling Gren State University
Additional Authors
—
Concurrent C Session
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
—
Five Tools for Wealth Managers
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor C
Lead & Corresponding Author
William W Jennings, PhD CFA CGMA, USAF Academy
Additional Authors
Brian C Payne, USAF Academy
Thomas C O'Malley, Jr, PhD, USAF Academy Department of Management
Life After Death: Acquired Fund Performance
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor B
Lead & Corresponding Author
Prof Vesa Puttonen, PhD, Aalto University School of Business
Additional Authors
Anni Lapatto, SEB
Long-Term Care Insurance and Retirement Planning
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor E
Lead & Corresponding Author
Dr. Tom Potts, PhD, BBA,MS,PhD, Baylor University
Additional Authors
—
Mutual Fund Closures: A Method to Sustain Outperformance?
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor B
Lead & Corresponding Author
David Nanigian, Ph.D., Cal State Fullerton
Additional Authors
Philip Gibson, Winthrop University
Terrance K Martin, Jr, PhD, University of Texas Rio Grande Valley
Risk Tolerance as a Predictor of Withdrawal Rates and Annuity Preferences
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor E
Lead & Corresponding Author
Duncan Williams, Western Carolina University
Additional Authors
—
Tapping into the 20 Trillion Dollar Wealth Transfer
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor D
Lead & Corresponding Author
Dianne M. Juhl, The Feminine Face of Money
Additional Authors
—
Why Financial Planning Informatics?
Thursday, October 20, 2016 at 2:30 PM–3:20 PM PDT
Parlor C
Lead & Corresponding Author
Dr Augusto Casas, PhD, CFP®, Berkeley College
Additional Authors
—
PM Break
Thursday, October 20, 2016 at 3:20 PM–3:30 AM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
—
A Comparative Study of GARCH and EVT Model in Modeling Value-at-Risk (VaR)
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor C
Lead & Corresponding Author
Longqing Li, Suffolk University
Additional Authors
—
Beyond the Credentials: Selecting Professional Financial Advice
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor E
Lead & Corresponding Author
Benjamin F. Cummings, Ph.D., CFP(R), Saint Joseph's University
Additional Authors
Michael A Guillemette, Ph.D., University of Missouri
CFP: Financial Planning Issues
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
—
Additional Authors
—
Change in Financial Assets of Households Following the Great Recession and the Role of Financial Planning
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Lance Palmer, Ph.D., MBA, CPA, University of Georgia
Additional Authors
Joseph W. Goetz, Ph.D., University of Georgia
Aman Sunder, University of Georgia
Lini Zhang, the University of Georgia
Dr. Swarn Chatterjee, PhD, University of Georgia
Changes in the Risk Tolerance of US Households During 1992-2013
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor D
Lead & Corresponding Author
Sherman Hanna, Ph.D., Ohio State University
Additional Authors
Kyoung Tae Kim, PhD, The University of Alabama
Concurrent D Session
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
—
Conflict in Parlor C and Parlor E
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
—
Dynamic Autocorrelation of Intraday Stock Returns
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor B
Lead & Corresponding Author
Prof. Shu Feng, Ph.D., Clark University
Additional Authors
Prof. Leng Ling, Ph.D, Georgia College & State University
Prof. Pingping Song, Ph.D., Georgia Gwinnett College
Estimation Error Distortions on Portfolio Allocation Models
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor B
Lead & Corresponding Author
Wentworth Boynton, University of New Haven
Additional Authors
—
Investing Globally: Maximizing Returns through Foreign Exchange Gains
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor C
Lead & Corresponding Author
Dev Prasad, University of Massachusetts Lowell
Additional Authors
Alireza Zarei, Sunway University, Malaysia
Prof Mohamed Ariff, PhD, Finance, University Putra Malaysia
Investor Horizons and Corporate Insider Trading
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor C
Lead & Corresponding Author
Dr. Keming Li, Ph.D., Texas A&M University - San Antonio
Additional Authors
Mohammad Uddin, Bloomsburg University of Pennsylvania
New Financial Planning Ph.D. Hiring Expectations: Business and Human Science Programs Compared
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor E
Lead & Corresponding Author
Dr John Grable, University of Georgia
Additional Authors
Dr. Charles Chaffin, CFP Board
Joseph W. Goetz, Ph.D., University of Georgia
Michelle Kruger, The University of Georgia
Normal Return Gaps
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor B
Lead & Corresponding Author
William W Jennings, PhD CFA CGMA, USAF Academy
Additional Authors
Brian C Payne, USAF Academy
Thomas C O'Malley, Jr, PhD, USAF Academy Department of Management
Paths to Charitable Giving
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Ann Woodyard, University of Georgia
Additional Authors
—
Personality Type, Risk Tolerance, and Portfolio Allocation Decisions among the Elderly: Evidence from a National Study
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor D
Lead & Corresponding Author
Lu Fan, The University of Georgia
Additional Authors
Dr. Swarn Chatterjee, PhD, University of Georgia
Relative Contribution of Foreign versus Domestic Institutional Investors to Innovations: Evidence from the International Markets
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor C
Lead & Corresponding Author
Mr Roman Bohdan, The University of New Orleans
Additional Authors
Dr. M. Kabir Hassan, University of New Orleans
The Gross Profitability Premium in Real World
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor B
Lead & Corresponding Author
Xianwu Zhang, Texas Tech University
Additional Authors
Yuanshan Cheng, CHENG, Winthrop University
Dr. Chris Browning, Ph.D., Texas Tech University
Transparency in the Investment Industry: Public Perception of Brokers and Investment Advisers
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor E
Lead & Corresponding Author
Dr. Patrick A. Lach, Eastern Illinois University
Additional Authors
Dr. Leisa R. Flynn, University of Southern Mississippi
Dr. G. Wayne Kelly, University of Southern Mississippi
What do Financial Planning Associations Communicate to Consumers? Different Dialogue among Financial Planning Associations and News Articles
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor E
Lead & Corresponding Author
Wookjae Heo, Ph.D., South Dakota State University
Additional Authors
Dr. Robin Henager-Greene, MBA, PhD, Whitworth University
Narang Park, University of Georgia
Who Exhibits Time Varying Risk Aversion?
Thursday, October 20, 2016 at 3:30 PM–4:45 PM PDT
Parlor D
Lead & Corresponding Author
Michael A. Guillemette, Ph.D., CFP(r), University of Missouri
Additional Authors
David Blanchett, Ph.D., CFA, CFP(r), Morningstar Investment Management
Michael Finke, Ph.D., CFP(r), Texas Tech University
Assessing a Community-based Financial Literacy Program in California
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Xiaoyan XU, San Jose State University
Additional Authors
—
Asymmetric Market Reactions to the 2007-08 Financial Crisis: From Wall Street to Main Street
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Shadiya Hossain, University of New Orleans
Additional Authors
William Hippler, III, University of La Verne
Dr. M. Kabir Hassan, University of New Orleans
CFA Designation and Mutual Fund Performance
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Imtiaz Mazumder, St. Ambrose University
Additional Authors
Yuhong Fan, PhD, Weber State University
Estate Planning for People with Alzheimer’s Disease Diagnosis
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Shinae Choi, Ph.D., The University of Alabama
Additional Authors
—
Exploring Aging and Financial Stress: Do We Stress Out More as We Get Older?
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Mr David R. Peters, CPA, CFP, CLU, Carroll Financial Associates
Additional Authors
—
Financial Education and Demand for Insurance Advice
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
JingJian Xiao, University of Rhode Island
Additional Authors
Nilton Porto, University of Rhode Island
Information Precision and Common Value Partnership Dissolution: An Experimental Study
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Yuri Khoroshilov, University of Ottawa Telfer School of Management
Additional Authors
—
Investing in the Healthcare Sector: Mutual Funds or ETFs
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Dr. Jim Estes, PhD, MBA, BA, Califonria State University San Bernardino
Additional Authors
Dr. Haiwei Chen, PhDF, MBA, BA, University of Alaska, Fairbanks
Dr. William Pratt, PhD, BA, Clarion Unoversity of Pennsylvania
Managing Your Portfolio in the New Financial Business Cycle
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Dr. Malcolm C Harris, Sr., Friends University
Additional Authors
—
Reception
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
—
Relationship of Students' Financial Knowledge on University Retention Rates
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Frances C. Lawrence, Ph.D., Louisiana State University
Additional Authors
Eric N. Monday, Ph.D., University of Kentucky
Michael F. Burnett, Ph.D., Louisiana State University
Spousal Preference Heterogeneity and Collective Financial Decision-Making
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
David Allen Ammerman, Kansas State University
Additional Authors
—
Student Loans and Their Effect on Parental Views of Education Financing
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Terrance Martin, UTRGV
Additional Authors
Mr Jose Nunez, The University of Texas Rio Grande Valley
The Effect of Shareholder Activism on Bondholders and Stockholders
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Jurica Susnjara, PhD, Kean University
Additional Authors
Thanh Ngo, East Carolina University
Surendranath Jory, PhD, University of Southampton
The Great Recession and Risky Asset Allocation in Household Portfolios: Evidence from a National Study
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Joseph W. Goetz, Ph.D., University of Georgia
Additional Authors
Lance Palmer, Ph.D., MBA, CPA, University of Georgia
Aman Sunder, University of Georgia
Lini Zhang, the University of Georgia
Dr. Swarn Chatterjee, PhD, University of Georgia
The Impact of Various Factors on the Probability of Selecting a Particular Retirement Plan
Thursday, October 20, 2016 at 5:30 PM–7:00 PM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Yi Liu, M.S., Texas Tech University
Additional Authors
Yi Liu, M.S., Texas Tech University
Continental
Friday, October 21, 2016 at 7:30 AM–8:45 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
—
Additional Authors
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Annuitization in Retirement
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor E
Lead & Corresponding Author
Jacob Williams, Texas Tech University
Additional Authors
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Bridge Employment and the Retirement Satisfaction of the Baby Boom Generation
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
Dr. Charlene Marie Kalenkoski, Ph.D., Texas Tech University
Additional Authors
Patrick Payne, Texas Tech University
Hossein Salehi, Texas Tech University
CFP: Behavioral Finance
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
—
Additional Authors
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Clients of New Zealand Financial Advisers: Tastes & Preferences
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
Janine K. Scott, PhD, Massey University
Additional Authors
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Combining Firms’ Economic Footprint and Market Information: A blended Approach to Enhance Fundamental Indexes
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Wenguang Lin, Western Connecticut State University
Additional Authors
Gary Sanger, Louisiana State University
Does Prosocial Motivation Influence Student Engagement with Clients? Findings from a Financial Planning Service Learning Program
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Lance Palmer, Ph.D., MBA, CPA, University of Georgia
Additional Authors
Robert Christensen, PhD, BYU
Financial Writing and Entrepreneurial Skills for the Professional Financial Planner
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Reinhold Lamb, University of North Florida
Additional Authors
Todd Finkle, Gonzaga University
Giving Behavior of Millennials: A Consumer Socialization Approach
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Amy Hubble, CFA, CFP®, University of Georgia
Additional Authors
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Guidelines for Retirement Budgets
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor E
Lead & Corresponding Author
Claire Matthews, PhD, Massey University
Additional Authors
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Individual Estimates of Life Expectancy and Consumption Patterns
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Derek R. Lawson, M.S., CFP®, Kansas State University
Additional Authors
Stuart J Heckman, Ph.D., CFP®, Kansas State University
Individual Risk Preferences and Better Car Replacement
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
FAN LIU, Shippensburg University
Additional Authors
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Markowitz Meets Goldilocks
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Michael Wolf, University of Zurich
Additional Authors
Oliver Ledoit, University of Zurich
Measuring the Impact of Perceived Longevity on Asset Decumulation Decisions
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor E
Lead & Corresponding Author
Yi (Bessie) Liu, M.S., Texas Tech University
Additional Authors
Chris Browning, Ph.D., Texas Tech University
Yuanshan Cheng, Ph.D., Winthrop University
Performance of the “Dogs of the Dow” Investment Strategies
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Eric C Lin, PhD, CFP®, Cal State Univ Sacramento
Additional Authors
Helen Xu, PhD, Holy Names University
Positive Financial Behavior: Investigating the Interaction Between Financial Knowledge and Ability
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Martin Seay, Ph.D., Kansas State University
Additional Authors
Kyoung Tae Kim, PhD, The University of Alabama
Sarah Asebedo, M.S., Kansas State University
Time Diversification:It Is Not About Variance Reduction
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor D
Lead & Corresponding Author
Dr. Ruben C. Trevino, Seattle University
Additional Authors
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Understanding the Discounted Payback Technique: A Teaching Note
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor C
Lead & Corresponding Author
Cris de la Torre, Ph.D., University of Northern Colorado
Additional Authors
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What Drives the Interest Rates in the P2P Consumer
Friday, October 21, 2016 at 8:00 AM–9:15 AM PDT
Parlor B
Lead & Corresponding Author
Andreas Dietrich, Lucerne University of Applied Sciences
Additional Authors
—
AM Coffee Service
Friday, October 21, 2016 at 9:15 AM–9:30 AM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
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CFP: Mutual Fund Issues -- The New Retirement Reality
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
Michael Finke, Ph.D., The American College
Additional Authors
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Causes and Consequences of Financial Fraud Among Older Americans
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor D
Lead & Corresponding Author
Prof. Keith Jacks Gamble, PhD, Jones College of Business Middle Tennessee State University
Additional Authors
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Computer Software and Retirement Saving's Accuracy
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor B
Lead & Corresponding Author
QIANWEN BI, MBA, Ph.D., Utah Valley University
Additional Authors
Nathan Willardson, Utah Valley University
Concurrent E Session - Conflict in Parlor D
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
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Exploring the Relationships Between Millennial Savings Rates and Likelihood of Moving
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor E
Lead & Corresponding Author
Derek Tharp, Kansas State University
Additional Authors
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Financial Advice and the Demand for Flood Insurance
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor D
Lead & Corresponding Author
Michael A. Guillemette, Ph.D., CFP(r), University of Missouri
Additional Authors
Terrance K Martin, Jr, Ph.D., Univeristy of Texas, Rio Grande Valley
Benjamin F. Cummings, Ph.D., CFP(r), Saint Joseph's University
Dr. Russell N James, III, JD., Ph.D., CFP(r), Texas Tech University
Financial Technology and Credit Card Use
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor B
Lead & Corresponding Author
Laura Ricaldi, Ph.D., MBA, Utah Valley University
Additional Authors
Dr. Rachel Bi, Utah Valley University
Finke:
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Lake Tahoe Poster Session
Lead & Corresponding Author
—
Additional Authors
—
News Coverage, Nepalese Investors’ Reactions And Stock Returns
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor C
Lead & Corresponding Author
Dev Prasad, University of Massachusetts Lowell
Additional Authors
SUDARSHAN KADARIYA, Financial Research Associates
Ownership of Life Insurance: Are Informal Financial Planning Benchmarks Relevant?
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor D
Lead & Corresponding Author
Kaylee Ranck, University of Georgia
Additional Authors
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Paremt Intentions to Help with Children's College Expenses
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor B
Lead & Corresponding Author
Ms Congrong Ouyang, BS, Ohio State University
Additional Authors
Sherman Hanna, Ph.D., Ohio State University
Kyoung Tae Kim, PhD, The University of Alabama
Performance and Risk Changes of Large and Small Banks during the Crisis: What Accounts for their Dissimilarities?
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor B
Lead & Corresponding Author
Dr. Elyas Elyasiani, Temple University
Additional Authors
Dr. Jingyi Jia, Southern Illinois Univ. Edwardsville
Politics, Religion, and Money - Maybe we should talk about them
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor C
Lead & Corresponding Author
Dr. Philip Lee Tew, PhD \ JD, Arkansas State University
Additional Authors
Mr. Rodney Carmack, Arkansas State University
Proposal for An Innovative Security for Retirees
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor E
Lead & Corresponding Author
S. Gowri Shankar, Ph.D, CFA, University of Washington Bothell
Additional Authors
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Stocks, Bonds, Bills and Long-Run Returns for Retirement Portfolios
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor E
Lead & Corresponding Author
Dr. Charles R. Rayhorn, Northern Michigan University-College of Business
Additional Authors
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The Effect of Dispositional Optimism on Saving Behavior through Self-Control
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor C
Lead & Corresponding Author
gui jeong kim, The Ohio State University
Additional Authors
Catherine P Montalto, PhD, The Ohio State University
Who is Likely to Purchase Long-term Care Insurance?
Friday, October 21, 2016 at 9:30 AM–10:45 AM PDT
Parlor D
Lead & Corresponding Author
Jacob Lumby, Texas Tech University
Additional Authors
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AM Break
Friday, October 21, 2016 at 10:45 AM–11:00 AM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
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A Guide for Plan Sponsors Offering Target-date Funds
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor E
Lead & Corresponding Author
Singh Sandeep, College at Brockport, SUNY
Additional Authors
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An Analysis of Financial Preparation for Retirement: A Study of Retirement Preparation of Men and Women in Their Positive Savings Periods
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor D
Lead & Corresponding Author
Yun Doo Lee, Ph.D., Southern University at New Orleans
Additional Authors
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An Empirical Examination of Duration Targeting Strategies for Funding a Stream of Dedicated Liabilities
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor C
Lead & Corresponding Author
Joel R. Barber, Ph.D., CFA, Florida International University
Additional Authors
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Are Defined Contribution Plans a Commitment Device?
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor E
Lead & Corresponding Author
Tao Guo, William Paterson University
Additional Authors
Michael Finke, Ph.D., Texas Tech University
Are There the Differences between the Hippie Cohort and the X&Y Cohort regarding Adequate Preparation for Retirement?
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor D
Lead & Corresponding Author
Yun Doo Lee, Ph.D., Southern University at New Orleans
Additional Authors
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Are We Depressed because of Our Jobs? Depression and Coping among Finance Workers and non-Finance Workers
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor C
Lead & Corresponding Author
Wookjae Heo, Ph.D., South Dakota State University
Additional Authors
Narang Park, University of Georgia
Dr. Robin Henager-Greene, MBA, PhD, Whitworth University
Comprehensive Financial Planning: A Preliminary Study of Knowledge, Attitude and Retirement Savings
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor C
Lead & Corresponding Author
Hyungkee Young Baek, Nova Southeastern University
Additional Authors
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Concurrent F Session - Conflict inParlor D
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Admin Title
Lead & Corresponding Author
—
Additional Authors
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Connecting “Filial Piety” Culture Heuristic To Successful Retirement Planning For Asian American Immigrants
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor C
Lead & Corresponding Author
Chia-Li Chien, PhD Student, The American College (PhD Student), Ball State University
Additional Authors
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Determinants of Financial Well-Being among Divorced and Widowed
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor B
Lead & Corresponding Author
Ms. Cagla Yildirim, Texas Tech University
Additional Authors
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Does the Source of Money Determine the Risk of Retirement Investment Choices?
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor D
Lead & Corresponding Author
Inga Chira, California State University Northridge
Additional Authors
Dr Andrea Anthony, Oregon State University
Exploring the Association between Financial Wellness and Retirement Preparedness
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor D
Lead & Corresponding Author
Scott M. Spann, PhD, CFP®, Financial Finesse
Additional Authors
Sonya L. Britt, Ph.D., CFP®, Kansas State University
Martin Seay, Ph.D., CFP®, Kansas State University
Have State Level Pension Plans Taken Additional Investment Risk in an Effort to Reduce Annual Plan Contributions?
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor E
Lead & Corresponding Author
Charles Hanby, PhD 08/16, University of Alabama
Additional Authors
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Impact of Investment in Human Capital on Financial Outcomes of Divorced Women
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor B
Lead & Corresponding Author
Dr. Luke Dean, Utah Valley University
Additional Authors
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Influencing Investors’ Emotional Behavior: Business Education and/ or Business Experience?
Friday, October 21, 2016 at 10:50 AM–12:20 PM PDT
Parlor B
Lead & Corresponding Author
Dev Prasad, University of Massachusetts Lowell
Additional Authors
M R Shollapur, Siddaganga Institute of Technology
SHRIDEVI V PATTED, Government First Grade College, Tyamgondlu
Conference Adjourns
Friday, October 21, 2016 at 12:20 PM–12:30 PM PDT
Admin Title
Lead & Corresponding Author
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Additional Authors
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