Wealth Management News
Columbia University School of Professional Studies Announces the 2023-2024 Wealth Management Advancing Diversity Fellowship Recipient
Jenai Patrick, associate banker at JP Morgan Private Bank, has been awarded the Wealth Management Advancing Diversity Fellowship
What Steps Financial Advisors Can Take During Crisis Situations
A lecturer from the Wealth Management program explains why asking probing questions to clients is essential for financial advisors during crises.
Trustee Considerations in Owning a 529 Plan
In a recent article in Trust & Estates, lecturer Gail Cohen explains the details of a trust-owned 529 plans.
Wealth Management Firm Hightower Advisors Funds Full Tuition for the 2023–2024 Advancing Diversity Fellowship
“I’m deeply grateful to Hightower for joining Columbia in shaping an exciting future in wealth management,” said Tracy Schwartz.
Recommended Books from New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead
Panelists Bill Cates, Randy Dippell, Samantha Russell, Adrianna Stasiuk, and moderator Philipp Hecker recommended a great list of books to read.
For Women's History Month, SPS Faculty Share Advice for Women in their Fields
Lecturers in Enterprise Risk Management, Sports Management, and Construction Administration were among those who weighed in.
Beautiful, Famous, and Impossible to Live With
What Architect Frank Lloyd Wright’s Fallingwater Can Teach Us about the Design and Construction of Investment Portfolios
What exactly is an M.P.S. in Wealth Management?
Here’s a look into an online, part-time Master of Professional Studies at Columbia University.
“Hope & Cope”
Whether or not financial professionals realize it or like it, their job requires client conversations that cannot be solved with only a time-value-of-money calculation.
“I Needed to Gain More Knowledge”
Q&A: Student Frances Suarez on formalizing her education in wealth management after five years of on-the-job training.
Recommended Books from Leading Experts in the Fields of Financial Psychology and the Psychology of Financial Planning
As recommended by Dr. Jim Grubman, Dr. Sonya Lutter, Dr. Brian Portnoy, CFA, and Dr. Meghaan Lurtz.