Wealth Management News
All in The Family
Q&A: Wealth Management students Jeanna Lui and Mona Alblehed on how their classwork impacts their work in family offices.
Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released.
Bill Woodson Featured In Q&A With Crain Currency
Lecturer Bill Woodson discussed his book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students.
How Family Offices Can Prepare For Next-Level Cyber Threats
Wealth Management lecturer Bill Woodson chimes in on how family offices can best prepare against cyber threats.
Current Student and Retired EY Partner Charles Swanson Shares Thoughts on "Going Back to School"
“I want to create a service to do just that, monitoring investment results for professionals like doctors, attorneys and CPAs,” he says.
For This Wealth Management Student, People Come Before Metrics
M.P.S. in Wealth Management student Symbat Khalel emphasizes the importance of people and culture in wealth management.
Incoming Student Armani Miller Jackson Awarded First Wealth Management Advancing Diversity Fellowship
The JP Morgan Chase VP will receive the full-tuition fellowship funded by the Wealth Management program's first student cohort.
Wealth Management Student Is Ranked as Forbes Best-in-State Wealth Advisor—And Thinks Columbia Will Help Him to Become Even Better
Wealth Management student and UBS SVP Andrew Ling Tse was recently named Forbes Best-in-State Wealth Advisor for 2022.
Former Citigroup Resident VP and Wealth Management Student Pivots to Capture Industry Growth in Bangladesh
Mehreen Mahiuddin aims to take her family business to the next level with the skills and connections she’s gaining at Columbia.
Insurance 101: Wealth Management Lecturer Aaron Abrahms Hosts Weekly Show on SiriusXM’s Business Radio
Aaron Abrahms, a lecturer in Columbia’s Master’s in Wealth Management program, hosts Insurance 101, a weekly radio show.
Disruption in Wealth Management with Matthias Kuhlmey
"Disruption occurs when the underdog firms challenge the industry."