The Colloquium brings renowned researchers from around the world to present their work on investments, psychology, behavioral finance and other financial planning-related fields to both scholars and practitioners.
WASHINGTON, D.C., November 23, 2021 – The CFP Board Center for Financial Planning (“Center”) announced today the recipients of the 2021 Best Paper Awards. The Awards were presented virtually during the Center’s fifth annual Academic Research Colloquium for Financial Planning and Related Disciplines (“Colloquium”), which took place on November 11-16, 2021. The Colloquium is an international meeting of researchers, practitioners, graduate students and leaders of the financial planning practice.
“Every paper submitted to the Colloquium, and the corresponding academic research, plays an important role in advancing the financial planning profession,” said CFP Board Center for Financial Planning Managing Director D.A. Abrams, CAE. “We congratulate the winners of the best paper awards, who were selected for demonstrating the highest research standards.”
The recipients of the 2021 Best Paper Awards include:
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
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
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
A full list of 2021 accepted papers is available here.
About CFP Board
Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 90,000 people in the United States.
About The CFP Board Center For Financial Planning
The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge.
