Secondary Breadcrumbs Wealth Management The Future of Wealth Management Blog Category - Any -AlumniDean’s CircleFacultyImpacts and InsightsIn the CommunityKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudentTalks@Columbia Faculty How Much Personal Disclosure Is Too Much Disclosure? Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients. Faculty Salto Mortale Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released. Meet the Founding Donors of the New Wealth Management Fellowship The inaugural cohort of Columbia’s Wealth Management program funded a fellowship to diversify the financial advising industry. The Values Dimension We are experiencing the emergence of the values-based consumer in financial advice. Social Security Benefits Increase in 2022 Wealth Management Lecturer Berit Suba discusses the benefit's largest annual hike in 40 years. Net Zero and Its Importance to Investors It may befit advisors and investors to learn more about sustainable investment strategies. The Money (R)evolution Matthias Paul Kuhlmey offers thoughts on how the digital asset boom might lead to the democratization of finance. Student Kara Fransted: A COO Developing a Client-Focused Mindset Fransted is a graduate of Villanova, a Navy veteran, and COO at the financial guidance firm KMH Financial Services. Succession: A Relevance Crisis "It is time to remove the technical mystique from financial advice and focus on results and experiences to stay relevant." Impacts and Insights Keep Learning and Keep Connecting This Spring at SPS Participate in forward-thinking events with leading academics and industry experts this Spring at SPS. Apply We encourage you to apply as soon as possible. Request Information Stay in the know with updates sent straight to your inbox.