Texas Tech University

Archives of PFP in the News

2017

  • CFP Board Center for Financial Planning Announces Best Paper Award Winners (Features Dr. Michael Guillemette, PFP doctoral student Maher Alyousif, and PFP alum David Blanchett),February 2017
  • Best Financial Planning Research Recognized (Features Dr. Michael Guillemette, PFP doctoral student Maher Alyousif, and PFP alum David Blanchett), February 2017
  • PFP Student, Madison Wallace, named COHS Undergraduate Student of the Month, February 2017

2016

  • Denna Katz awarded the Alexandra Armstrong Award from InvestmentNews,November 2016
  • Dr. John Gilliam named to the "2017 Ten to Watch" list from WealthManagement.com, November 2016
  • PFP student Abby Phillips serves as Student Correspondent to Investment News at Schwab IMPACT, Interviews Schwab's Rich Schwartz, October 2016
  • PFP student Abby Phillips serves as Student Correspondent to Investment News at Schwab IMPACT, Interviews Schwab's Bernie Clark, October 2016
  • Texas Higher Education Coordinating Board recognizes Red to Black Peer Financial Coaching, October 2016
  • Personal Financial Planning Mentors Impact Students, September 2016
  • PFP Student, Ryland Stevens, named COHS Undergraduate Student of the Month, September 2016
  • Three Texas Tech PFP Alumni Named to InvestmentNews "40 Under 40" List, June 2016
  • Financial Planning Academy Introduces Teens to Investing, June 2016
  • PFP Graduate Student Tyler Floyd Named Big 12 Scholar-Athlete of the Year, June 2016
  • Texas Tech PFP students talk about their fears entering the industry at the InvestmentNews Women Advisor Summit, April 2016
  • Financial Planning Academy for Teens Interested in Financial Advisory Careers, April 2016
  • Center for Financial Responsibility to Define New Standard Regarding "Best Interest", April 2016
  • Your Retirement Savings Are Big Enough, Study Shows, March 2016
  • 2016's Most & Least Financially Literate States (Dr. Vickie Hampton, Dr. Charlene Kalenkoski), March 2016
  • Study: Financial Literacy Declines with Age, Confidence to Make Decisions Doesn't, March 2016
  • The Efficacy of Publicly-Available Retirement Planning Tools, February 2016
  • Department of Personal Financial Planning to Host Networking Event for Students, February 2016
  • Life, Love, and Money: Class Helps Students Prepare for Biggest Investments, January 2016

2015

  • Riding for the Brand: The Maverick Who Created a Profession at Texas Tech, December 2015
  • Wade Pfau: Incorporating Home Equity Into A Retirement Income Strategy, December 2015
  • How To Make A Quick Exit From The Fast Lane, December 2015
  • Vanguard: The bucket strategy for retirement investing, December 2015
  • Don't Look for Financial Advice in the Shared Economy, December 2015
  • Investing in Art is No Paint-By-Numbers Task, December 2015
  • How to Navigate Your Way to a Satisfying and Secure Retirement, November 2015
  • Texas Tech PFP students talk about why they chose financial planning at Schwab IMPACT, November 2015
  • Katz named to InvestmentNews Women to Watch List, November 2015
  • What the Fed's Failure to Raise Rates Means for the Markets, November 2015
  • To Retire with a Mortgage or Not: 5 FAQs, November 2015
  • The Importance of Knowing Your Investment Metrics, November 2015
  • Deena Katz: 5 Digital Marketing Trends for Advisors in 2016, October 2015
  • How to Navigate Your Way to a Satisfying and Secure Retirement, October 2015
  • Financial planning is beyond investments, retirement plans, September 2015
  • Personal Financial Planning Team Heading to National Competition, September 2015
  • Stock market 'correction': What local financial planners think, advise for investors, August 2015
  • How to Make a Budget: Step-By-Step Instructions, July 2015
  • Lubbock financial experts say Greek, Puerto Rican economic crisis' impact unknown, July 2015
  • Retirement 'Bucket' Portfolios for Schwab Supermarket Investors, July 2015
  • Battle Continues Over Fiduciary Rule for Retirement Investments, June 2015
  • Consumer watchdog weighs in on reverse mortgages, June 2015
  • TD Ameritrade Advisor Solutions: Volume 7 Issue 1, June 2015
  • A Better Way to Tap Your Retirement Savings, May 2015
  • Credentials to Look for in a Financial Adviser, May 2015
  • 9 Top Investment Ideas For Wealthy Investors, May 2015
  • The 1K Pass It On, May 2015
  • Deena Katz: Process Over Product – The 2015 IA 35 for 35, May 2015
  • Cash Value Life Insurance Is Useful... for Some, May 2015
  • Harold Evensky: Comprehensive Planning by Stages – The 2015 IA 35 for 35, May 2015
  • Variations of ‘Bucket’ Strategies for Retirement Income, May 2015
  • The 2015 IA 35 for 35, May 2015
  • Are You Guilty of These Investing Mistakes?, April 2015
  • Katz: College funding; planning early gives choices, flexibility in payments, April 2015
  • Junxure Announces 2015 Conference for Financial Advisors, March 2015
  • Evensky: Half of Americans will see their standard of living fall in retirement, March 2015
  • Finke and Browning: Research on investment decision making of older investors featured in London Telegraph, April 2015
  • How to Pick a Reverse Mortgage That’s Right for Your Retirement (video), March 2015
  • PFP Ambassadors featured in Dailey Toreador, March 2015
  • Salter: Life expectancy and your retirement, March 2015
  • Finke: The Evolving Idea of Retirement, March 2015
  • Evensky Now Sees Annuities as Most Important Investment Over Next Decade, March 2015
  • Salter: How much can you spend in retirement, March 2015
  • Salter: Are you financially well, March 2015
  • Evensky: Caveat emptor – Let the Buyer Beware, March 2015
  • S1L Task Force Joins Texas Tech on Reverse Mortgage Initiative, March 2015
  • Finke: Industry without Fiduciary Protections Preys on the Elderly, March 2015
  • Getting Fired By Clients Isn’t Always Bad, March 2015
  • Katz: Timeless money rules, February 2015
  • Salter: Long Term Care Insurance Decision, February 2015
  • Salter: Know expenses in active, passive management of mutual funds, January 2015
  • Doctoral Student Hangs up Dancing Shoes for Financial Planning, January 2015
  • Katz: Thinking about marriage? Consider allocations for couples, January 2015
  • 4 Rules for Better Communication With Clients, January 2015

2014

  • PFP graduate students Whitney Neal, Candace Scholz, and Michael Walsh won the 3rd annual Industry Issue Competition sponsored by the Foundation for Financial Service Professionals in Phoenix, January 2014
  • Studies in Personal Finance minor highlighted in Daily Toreador story; contributions by Abbott and Duffany, January 2014
  • The Top 25 Venerated Voices of 2013, January 2014
  • PFP Students Compete in FAStech Quiz Bowl & Case Study Competition, February 2014
  • A brief article on age-proofing one's finances based on research by Drs. Finke and Huston will appear in the newest issue of AARP magazine, February 2014.
  • TTU PFP graduate students Patrick Payne (team leader), Tao Guo, and Nhat Hoang Ho worked together to win this year’s iOme competition and walk in the footsteps of their colleagues from Texas Tech who won the 2010-2011 iOme Challenge. Dr. Sandra Huston served as the team’s faculty advisor. Judges also awarded a Video Recognition to a team of Utah Valley State students whose faculty advisor, Hyrum Smith, graduated from the TTU PFP PhD program, February 2014.
  • Next-Gen Advisor Shortage Demands Hiring Reforms, February 2014
  • Harold Evensky, the cover story in Investment Advisor Magazine, February 2014
  • El Erian Exit is Pimco Distraction As Gross Saves Legacy, March 2014
  • Texas Tech Archives Receives History of Financial Planning Memorabilia, April 2014
  • Finke, Pfau, and Blanchett receive Montgomery-Warschauer Award for Journal of Financial Planning article, May 2014
  • Evensky & Former Pupil Merger Firms, May 2014
  • Junxure Advisor Conference Adds Additional Speakers and Sponsors; Expands Attendee Limit, May 2014
  • Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 Profile, May 2014
  • Salter, Belew, Dean and Blanchett honored in the Investment News 40 under 40 list, June 2014
  • Industry icon is enthusiastic about technology, June 2014
  • With today's struggling economy, Texas Tech focuses their importance in preparing students for financial security through personal financial planning, June 2014
  • Evensky Asks Advisors to Help Students With Retirement Survey, June 2014
  • Help Clients Reset Retirement Expectations, July 2014
  • Bill Gross and the Dying Breed of Mutual Fund Superstars, September 2014
  • Evensky: Tips on good financial planning, October 2014
  • Katz: Making the peanut butter and jelly last to the end of the sandwich, November 2014
  • T3 Technology Conference for Financial Advisors Draws Record Attendance: Drucker and Bruckenstein Announce Venue and Dates for 2015 T3 Advisors Conference, November 2014
  • 6 Surprising IRA investment options, November 2014
  • Kalenkoski: “In retirement, a life of inexpensive leisure” featured in Wall Street Journal, November 2014
  • Texas Tech featured in the 35 Great Schools for Financial Planning, November, 2014
  • When Municipal Bonds Get Exciting, December 2014
  • Salter: Smart Social Security Tips, December 2014
  • Dr. Finke quoted in Time's article on raising frugal kids, December 2014
  • Dr. Browning quoted in "Six ways to safely spend more in retirement" on USA Today, December 2014
  • Client Portfolios May Match Advisers’ Own Asset Allocation, December 2014
  • Here’s How One Finance Professor Came Around to Reverse Mortgages, December 2014
  • Tomorrow’s News Today – DownJones Newsletter, December 2014
  • Evensky’s 10 Tips for Retirement Success, December 2014
  • Evensky: The future ain’t what it used to be, December 2014
  • Katz featured in WalletHub’s Financial Resolutions for the New Year, December 2014
  • Katz – Trade Spending Can Help Necessary Evil, December 2014

2013

  • Megan Bader, TTU alumnus, writes about Bridging the Next-Gen Divide, January 2013
  • Mulholland and Students share Tech Tips at T3 Conference, February 2013
  • Investment Advisor spoke with top players throughout the retirement industry, including Michael Finke, to get their take on the biggest issues in retirement planning, February 2013
  • Brandon Moss, PFP alumnus, featured in cover story of Financial Planning Magazine—Planning 2023: 12 Trends to Watch, March 2013
  • Dottie Durband recognized as one of the Top 25 Women Professors in Texas, March 2013
  • Planning Pioneer's Succession Planning Solution, March 2013
  • Harold Evensky to SEC: Employ the 'YOU' Standard in Fiduciary Rule, March 2013
  • 15 transformational advisers - Harold Evensky and Deena Katz, June 2013
  • 7 Things Your Clients Need to Know About Retirement: Evensky, July 2013
  • Texas Tech Partners with NewRetirement.com, July 2013
  • Texas Tech to Train Financial Planning Students in Pro Bono Work (Financial Advisor), Dorothy Durband, August 2013
  • Reverse Mortgages Can Help Rich and Poor Retirees, August 2013
  • At Texas Tech, social media takes center stage, August 2013
  • Meditation Tips for Advisors, August 2013
  • Professors Deena Katz and Harold Evensky awarded the prestigious Heart of Financial Planning honor, September 2013
  • Inflation Protection for Your Portfolio, September 2013
  • Best Hiring Tips for Advisors, September 2013
  • Michael Finke and Tom Langdon honored with the annual Montgomery Warschauer Award for best journal article, October 2013
  • Is there active management alpha in recessions?, October 2013
  • Schwab Honors Evensky & Katz as 2013's Exceptional RIA Firms With Annual Trailblazer IMPACT Award® , November 2013
  • Finke & Huston's research featured in USA Today, November 5, 2013
  • Evensky & Katz Receives 2013 Trailblazer IMPACT Award, November 2013

2012

  • Fox 34 News features Dr. James Study of the brain's role in financial decisions, January 2012
  • Dr. James quoted in Wall Street Journal on charitable giving, January 2012
  • PFP Students participate in Race for the Cure, Texas Techsan, January/February 2012 edition
  • PFP Program featured in Smart Money, February 2012
  • Story title—Can These People Teach Financial Planning?
  • PFP students place 2nd nationally for their research on social media within the financial services industry, February 2012
  • Prof. Katz quoted regarding the lack of female financial planners, February 2012
  • Stunning Academic Study May Cause DOL to Retain Original Proposal for Fiduciary Definition, April 2012
  • Dr. Michael Finke's (co-authored with doctoral candidate Duncan Williams) retirement research recent press, April 2012
  • Fiduciary Standard Does Not Increase Costs, Study Says, April 2012
  • Harold Evensky has joined the Board of Governance for the Retirement Management Analyst Designation (RMA) Program, May 2012
  • Danielle Winchester won the Robert O. Herrmann Outstanding Dissertation Award, June 2012
  • Michael Finke appointed as Contributing Editor at Research magazine, August 2012
  • Questions from the TTU Financial Literacy Assessment research were featured (click on the graphic) in the Wall Street Journal, along with a discussion of why we need improved financial literacy in education, September 4, 2012
  • Rising Stock: Personal Financial Planning Department Thriving, September 10, 2012
  • Russell James' fMRI work featured in Gift Planning in Canada Newsletter, October 2012
  • TTU PFP Department featured in Financial Planning Magazine's 25 Great Planning Schools, page 62-63, November 2012
  • Dr. Finke named to Investment News' The Power of 20 List, December 2012
  • Drs. Durband and James honored with Chancellor's Council Teaching and Research awards, December 2012

2011

  • Evensky quoted in the Wall Street Journal, January 2011
  • Dr. Finke featured in Yahoo!Finance article about saving and retirement, January 2011
  • Megan Malone, December PFP graduate, writes on the New School of Financial Planning Graduates for Investment Advisor magazine, January 2011
  • Personal Financial Planning team wins the iOMe Challenge, January 2011. Check out our winning iOMe Challenge 2010 video submission here
  • Dr. James quoted in the National Journal regarding homeownership, March 2011
  • Professor Katz quoted in InvestmentNews, February 2011
  • Deena Katz featured in article in InvestmentNews, April 2011
  • Dr. James quoted in New York Times on financial education for children, April 2011
  • Texas Tech University, PFP Interns in Washington, D.C., March 2011
  • Dr. James quoted on CNBC.com regarding homeownership, March 2011
  • Duncan Williams, Ph.D. student in Personal Financial Planning, and his advisor Michael Finke are the winners of the 2011 Academic Thought Leadership Award for their research article titled "Determining Optimal Withdrawal Rates: An Economic Approach." August 2011
  • Deena Katz on "Should you give your teenager a credit card?", July 19, 2011

2010

  • Practicum students provide pro bono services to Hospice of Lubbock Families, September 2010
  • Prof. Deena Katz featured in Financial Advisor Magazine, September 2010
  • Dr. Hampton quoted in InvestmentNews, August 2010
  • Prof. Harold Evensky quoted in Morningstar, June 2010
  • Brandon Garrett, top PFP undergraduate in May, provides financial advice from the nation's top grads, AP, May 2010
  • Deena Katz and Harold Evensky make the list of the 30 most influential people in and around the financial advisory profession, Investment Advisor, May 2010
  • Financial planning is one of the nation's fastest growing careers, April 2010
  • Prof. Harold Evensky interviewed by Morningstar on cutting-edge financial topics.  Listen to these interviews on the fiduciary standard for financial advisors, the bucket approach to retirement savings, and the use of annuities in retiree portfolios. March 2010
  • Finke interviewed by Morningstar on redemption fees, March 2010
  • Hyrum Smith earns 2010 PhD Dissertation award from the American Council on Consumer Interests, March 2010
  • Latina of the Year Enrolls in Financial Planning Master's Program, February 2010
  • Finke and Huston receive CFP Grant, February 2010
  • Katz talks about financial planning students and the future of the profession in Financial Advisor Magazine, January 2010
  • Red to Black Program receives AFCPE Outstanding Financial Counseling Center Award, November 2010
  • Evensky quoted in Investment News about what advisors are thankful for this holiday season, November 2010
  • Governor Rick Perry and Lubbock Mayor Tom Martin signed a proclamation for National Financial Education Week October 4-10.  See PFPA students with the Governor, October 2010
  • Dr. James' research on personal finances and homeownership quoted in USA Today, October 2010
  • Dr. James quoted on CNBC.com regarding minority investors, December 2010
  • Professor Katz and Dr. Huston participate in "Economics of Loyalty" survey, December 2010

2009

  • Katz discusses Business as Usual in CFP Board Report, December 2009
  • Personal Financial Planning is rated one of the fastest growing jobs by CNNMoney Magazine, October 2009
  • Several Texas Tech PFP Alums are listed as Houston Region's 2009 5-star Wealth Managers, September 2009
  • Evensky discusses Modern Portfolio Theory in Financial Advisor Magazine, August 2009
  • Texas Tech graduate, Madison Nipp, featured in the New York Times, June 2009
  • Finke elected President-Elect of the American Council on Consumer Interests for 2009-2010.  He will serve as President the following year, June 2009
  • Professor Katz Featured in Investment Advisor 25: Game Changer, May 2009
  • Sandra Huston, Dottie Durband, and Cynthia Cantu honored by the College at Annual Faculty/Staff Awards Reception, April 2009
  • Katz testifies before Senate Aging Committee, March 2009
  • Texas Tech PFP is featured in Help Wanted: Advisors Under 50, April 2009
  • Texas Tech is "Building" Your Next Hire, April 2009

2008

  • Evensky Addresses Client Communications in Volatile Markets, Oct. 2008
  • Red-to-Black peer advising and education featured in Chronicle of Higher Education, Sept. 5, 2008
  • Gustafson winner of annual Heart of Financial Planning Distinguished Service Award, August 8, 2008
  • Katz discusses Smart Ways to Inflationproof Your Retirement Portfolio in U.S. News and World Report, August 8, 2008
  • RIA Special Issue Magazine quotes Dave Welling and discusses findings of the Texas Tech Student Survey, July 2008
  • "Bullet Proof Your Nest Egg", Harold Evensky and Deena Katz, June 14, 2008
  • Texas Tech Students make a Statement in Schwab Survey, June 4, 2008
  • "Best Schools for CFP Coursework"...alumni, Victor Garza, states in Financial Planning Blog June 2, 2008
  • PFP Faculty member Michael Finke has been elected to serve on the board of the American Council on Consumer Interests. May 27, 2008
  • Deena Katz, Associate Professor, named one of the Top 25 most influential individuals in and around the planning profession by Investment Advisor.  May 2008 p.44
  • Texas Tech a faculty that "Aims High" with Theory and Practice  May 5, 2008
  • Pennington, Bass, and Carter say Texas Tech Degree "Opens Doors" May 5 2008
  • Investment News...Texas Tech PFP is a Model Program April 28, 2008
  • Charles Schwab Donates 1 Million Dollars for Technology Center April 28, 2008
  • Danielle Winchester named first Schwab Research Scholar April 29, 2008

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