Recent Presentations

Fan, L., Zhang, L., Zhao, H. "Who needs a financial advisor? The roles of investment confidence and knowledge in investors' financial decision-making." To be presented at 2018 Association for Financial Counseling and Planning Education (AFCPE), Norfolk, VA.
Fan, L., & Chatterjee, S. "An examination of the influence of robo-advisers, online financial services, and other information sources on investment styles." To be presented at 2018 Academy of Financial Services (AFS), Chicago, IL.
Fan, L., & Zhang, L. "Do sources of financial education affect financial knowledge and financial confidence (Poster)." To be presented at 2018 Academy of Financial Services (AFS), Chicago, IL.
Crawford, C., Lawrence, F., & Herring, D. (2018). Retirement planning: Boosting well-being by combining financial and positive psychology research and best practices. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Cheng, G., & Yao, R. (2018). How is student loan debt associated with homeownership and home equity? American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Cheng, G., Yao, R., & Ying, B. (2018). How is student loan debt associated with homeownership and home equity? Asian Consumer and Family Economics Association, Fuzhou, China.
Fan, L. & Chatterjee, S. (2018). The age and gender effects on a conceptual framework of household financial help-seeking behavior. Academic Research Colloquium for Financial Planning, Arlington, VA.
Fan, L. & Chatterjee, S. (2018). An Information Search Perspective of Financial Help-Seeking Behavior. American Council on Consumer Interests (ACCI), Clearwater Beach, FL.
Huang, X, & Yao, R. (2018). American Millennials’ risk tolerance. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Huang, X, & Yao, R. (2018). American Millennials’ risk tolerance. Asian Consumer and Family Economics Association, Fuzhou, China.
Rabbani, A., & Zheying, Y. (2018). Risk tolerance profile of cash-value life insurance owners. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Sharpe, D. L. (2018). Economic status, strength, resilience, and challenges of Asian Americans. Asian Consumer and Family Economics Association, Fuzhou, China.
Sharpe, D. L. (2018). Effects of later life change in cognitive function on consumer economic decision-making. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Wu, W. (2018). Racial differences in stock ownership. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Xu, C., & Yao, R., (2018). Gender differences and stock ownership. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Xu, Y., & Yao, R. (2018). Financial decision power and household wealth: The role of personality and cognitive ability. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Xu, Y., & Yao, R. (2018). Financial decision power and household wealth: The role of personality and cognitive ability. Asian Consumer and Family Economics Association, Fuzhou, China.
Yao, R. (2018). The role of information search on household investment portfolio performance. Zhejiang Gongshang University, Hangzhou, China.
Yao, R. (2018). Speaker, Retirement plan investment line-up performance. Pension Focus Conference, Branson, MO.
Yao, R., & Xu, C. (2018). Risk tolerance and portfolio allocation. Asian Consumer and Family Economics Association, Fuzhou, China.
Yao, R., & Xu, C. (2018). Gender differences and stock ownership. Asian Consumer and Family Economics Association, Fuzhou, China.
Yao, R., & Xu, C. (2018). Risk tolerance and portfolio allocation. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Yao, Z. & Rabbani, A. (2018). Fragile families’ challenges for emergency fund preparedness. American Council on Consumer Interests Annual Conference, Clearwater Beach, FL.
Yao, Z., & Yao, R. (2018). Racial differences in portfolio efficiency. Asian Consumer and Family Economics Association, Fuzhou, China.
Fan, L. & Chatterjee, S. (2017). Financial socialization, financial education, and student loan debt. Financial Therapy Association, San Diego, CA.
Fan, L. & Chatterjee, S. (2017). An Examination of the Effectiveness of Financial Education under Situational Stimuli from a Behavioral Finance Perspective. American Council on Consumer Interests (ACCI), Albuquerque, NM. NEFE Best Paper Award.
Fan, L. & Chatterjee, S. (2016). The relationship between personality types, risk tolerance, and portfolio allocation. Academy of Financial Services (AFS) Conference.
Fan, L. & Chatterjee, S. (2016). Personality type and bequest motive among the elderly. American Council on Consumer Interests (ACCI) Conference, Washington D.C.
Monday, E.N. & Lawrence, F.C. (2016). Does Financial Knowledge Affect Undergraduates College Retention? Association for Financial Counseling and Planning Education Annual Conference, Louisville, KY.
Monday, E.N. & Lawrence, F.C. (2016). Relationship of Students' Financial Knowledge on University Retention Rates. Academy of Financial Services, Las Vegas, NV.
Monday, E. & Lawrence, F.C. (2016). Influence of Financial Knowledge on College Student Retention. ACCI: Research Consumer Economic and Financial Issues Annual Conference, Arlington, VA.
Hermsen, J., & Sharpe, D. (2016). Financial education and resource needs of Missouri United Methodist ministers (poster). American Council on Consumer Interests Annual Conference.
Herring, D., & Sharpe, D. (2016). Generation X retirement confidence. American Council on Consumer Interests Annual Conference.
Yao, R., & Meng, X. (2016). Chinese college students’ credit card usage. Asian Consumer and Family Economics Association, Hong Kong, China.
Yao, R., & Lei, S. (2016). Factors related to non-primary housing ownership: Evidence from China Health and Retirement Longitudinal Study. Asian Consumer and Family Economics Association, Hong Kong, China.
Yao, R. (2016). Country report: The recent advancement of the financial planning field in the United States. Asian Consumer and Family Economics Association, Hong Kong, China.
Yao, R. (2016). Keynote Speaker, The behavioral side of portfolio allocation in defined contribution plans. Pension Focus Conference, Branson, MO.
Yao, R., & Lei, S. (2016). The effect of prior investment outcomes on stock investment in defined contribution plans. American Council on Consumer Interests, Washington DC.
Yao, R. (2016). To retire or not to retire: Does market performance provide an answer? fi360 INSIGHT conference, San Diego, CA.
Zan, H., & Yao, R. (2016). The health-wealth nexus of older adults in China. Asian Consumer and Family Economics Association, Hong Kong, China.
Fan, L., Chatterjee, S., Jacobs, B., & Woodyard, A. (2015). The demand for private long-term care insurance, Association for Financial Counseling and Planning Education (AFCPE®), Jacksonville, FL.
Fan, L., & Babiarz, P. (2015). The relationship between financial satisfaction and marital status of U.S. women. American Council on Consumer Interests (ACCI), Clearwater Beach, FL.
Lei, S., & Yao, R. (2015). Behavior perspectives on making investment mistakes. American Council on Consumer Interests, Clearwater Beach, FL.
Plauche, H.P, & Lawrence, F.C. (2015). Financial Considerations in Making the Decision to Divorce or Reconcile. Association for Financial Counseling and Planning Education Annual Conference, Jacksonville, FL.
Plauche, H., Lawrence, F., & Marks, L. (2015). Do Finances Influence the Decision to Divorce or Reconcile, Academy of Financial Services Annual Conference, Orlando, FL.
Plauche, H.P., Lawrence, F.C., & Marks, L.D. (2015). The Influence of Finances in the Decision to Reconcile Marriage. ACCI: Research Consumer Economic and Financial Issues Annual Conference, Clearwater Beach, FL.
Rabbani, A., Heo, W., & Kuzniak, S. (2015). Stock Market Volatility and the Stability of Risk Tolerance Scores (Poster). CFP Board Registered Program Conference, August, Washington DC.
Rabbani, A.G. & Babiarz, P. (2015). Savings, Student Loan Debt, & Gainful Employment (Poster). American Council on Consumer Interests Annual Conference, Clearwater, FL.
Fan, L., & Chatterjee, S. (2014). Borrowing Decisions of Households: The Role of Information Search, Financial Literacy and Financial Help Seeking Behavior. Financial Therapy Association (FTA), Nashville, TN.
Grable, J.E., Heo, W., & Rabbani, A.G. (2014). Financial Anxiety, Physiological Arousal, and the Intention to Engage in Financial Planning (Presentation). Financial Therapy Association Conference, Nashville TN.
Guillemette, M.A., Yao, R., & Dorn, M.E. (2014). Using monetary loss aversion to assess risk tolerance questionnaires. American Council on Consumer Interests, Milwaukee WI.
Heo, W., Rabbani, A., & Grable, J.E. (2014). Testing the Association between Client Stress and Financial Help-Seeking Behavior (Poster). Association for Applied Psychophysiology and Biofeedback Annual Scientific Meeting, Savannah, GA.
Kuzniak, S., Rabbani, A.G., Heo, W., Ruiz-Menjivar, J. & Grable, J. E. (2014). The Grable and Lytton Risk-Tolerance Scale: A 15-Year Retrospective (Presentation). Academy of Financial Services Annual Conference, Nashville, TN.
Lei, S., & Yao, R. (2014). The impact of financial planning on portfolio efficiency. American Council on Consumer Interests, Milwaukee WI.
Lei, S., & Yao, R. (2014). Who are likely to make the wrong decisions during the down market? - Evidence from FPA-Ameriprise Financial Value of Financial Planning Research Study. Financial Planning Association, Seattle, MA.
Lyons, A.C., Xu, Y., & Yao, R. (2014). Financial inclusion and shadow banking in China: Household's usage of the formal and informal financial sectors. Asian Consumer and Family Economics Association, Taipei, Taiwan.
Rabbani, A.G. & Babiarz, P. (2014). Savings, Student Loan Debt, & Gainful Employment (Presentation). Academy of Financial Services Annual Conference, Nashville, TN.
Yao, R., Nanigian, D., & Guillemette, M.A. (2014). Portfolio Insurance Possibilities for Loss-Averse Investors, Financial Planning Association, Seattle, MA,.
Yao, R., Lyons, A.C., & Xu, Y. (2014). Financial planning and investment decisions: Evidence from Chinese urban households. Asian Consumer and Family Economics Association, Taipei, Taiwan.
Yao, R. (2014). Risk tolerance, retirement decision-making and defined contribution plan deferral. Pension Focus Conference, Branson, MO.
Yao, R. (2014). Building curriculum for the new personal financial planning area of study in modern China. Chongqing Technology and Business University, China.
Xiao, J., Lawrence, F., & Francis, A. (2014). Financial Counseling: A Synthesis of Research Papers Published in the Journal of Financial Counseling and Planning. Association for Financial Counseling and Planning Education Annual Conference. Seattle, WA.
Grable, J.E., & Rabbani, A.G. (2013). Describing Risk Tolerance: Does a Risk Characterization Portrait Exist? (Presentation). Association for Financial Counseling and Planning Education Annual Conference, Greenville, SC.