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"Clients First" Says Next Generation of Independent Investment Advisors
- 2008-06-03
Schwab Institutional and Texas Tech University Survey of Financial Planning Students Also Reveals Strong Preference for Boutique Firms SAN FRANCISCO & LUBBOCK, Texas -- Helping people in a meaningful way and putting clients' interests first is what attracts students most to the independent investment advisory profession, according to a...
Charles Schwab and Texas Tech University Name First Schwab Research Scholar and Unveil New Schwab Technology Complex
- 2008-04-29
Schwab Research Scholar to Conduct Study to Identify Necessary Skills for Entry-Level Financial Planning Positions SAN FRANCISCO & LUBBOCK, Texas -- Charles Schwab today announced that Danielle Winchester, a doctoral student at Texas Tech University, has been named the inaugural Schwab Research Scholar. The announcement coincides with the naming...
Financial wealth and the role of time preferences
- 2007-01-01
Individuals accumulate wealth in order to increase future consumption. This study posits that an individual's rate of time preference influences their level of wealth accumulation. Individuals with a high rate of time preference, those preferring to increase consumption of present utility in the at the expense of future utility, are...
With Vicki Hampton of Texas Tech University.(One on One)
- 2006-12-18
Byline: Charles Paikert A career academic with a Ph.D. in family and consumption economics, Vicki Hampton wasn't sure she was going to get tenure at the University of Texas at Austin in the mid-1980s. As it...
Advisers are feeling a generation gap; Younger professionals feel frustrated, older ones are wary.(News)
- 2006-09-11
Byline: Riva Froymovich Positioned at a top firm at just 22 years old, Paul Sanchez had modest but optimistic expectations after graduating from the financial planning program at Texas Tech University with a 3.5 grade point average in 1997. ...
A moving experience in financial planning.
- 2003-10-03
Oct 03, 2003 (Journal of Financial Planning - ABIX via COMTEX) Financial planners must learn more about insurance. The Board of Examiners of the Certified Financial Planner CFP Board of Standards is responsible for creating the CFP certification examination. The board asked David M...
CFP Board awards education grant. (At the Bell).
- 2002-12-09
The Certified Financial Planner Board of Standards Inc. in Denver has awarded Texas Tech University in Lubbock about $2 million over seven years to bolster its graduate programs in financial planning. The grant, coupled with $4 million in matching funds from the university, will be used...
EducatorsMoney Added as an Optional Retirement Program Service for Texas Tech; Online Retirement Planning Service Added as a Low-Cost, High-Quality Retirement Option
- 2002-10-21
Business Editors/Education Writers GREENWOOD VILLAGE, Colo.--BUSINESS WIRE--Oct. 21, 2002 BenefitsCorp, Inc., a Great-West Company and a defined contribution retirement leader, today announced that the Texas Tech University System has enhanced its retirement program offering by adding EducatorsMoneySM, an online service providing retirement planning products and services. The service...
The Dallas Morning News Financial Career Column.
- 2002-07-14
By James Pecht, The Dallas Morning News Knight Ridder/Tribune Business News Jul. 14--Gary B. Wood Concorde Cos. Concorde Investment Management, Dallas Age: 52 Position: President Years in current position: 20 ...
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