Wealth Management News
Wealth Management Lecturer Bill Woodson on Developing Professionals to Support UHNW Clients
Family Wealth Report, a business intelligence publication for the family office community, recently interviewed Bill Woodson.
Columbia University Press Publishes “The Family Office” by Wealth Management Lecturer Bill Woodson
This fall, Woodson is teaching The Wealth Management Landscape.
The Art of Finding Your “Inner Salesperson”
Wealth Management lecturer Aaron Abrahms shared his strategies and tips for sustaining a successful sales cycle.
The Emotional State Around Money and Risk Requires an Alignment between Digital Innovation and People
Digitization should be balanced with behavioral coaching, human counseling, and client-centric customization, say panelists.
Wealth Management Faculty Preview Their Courses
Gail Cohen, Stephen Bodurtha, Frank Oswald, and Bill Woodson discuss what students will learn.
The Money (R)evolution
Matthias Paul Kuhlmey offers thoughts on how the digital asset boom might lead to the democratization of finance.
In Their Own Words: Three Students Discuss the Benefits of Columbia University’s Master’s in Wealth Management Program
Three Wealth Management students at Columbia discuss the benefits of the program.
Succession: A Relevance Crisis
"It is time to remove the technical mystique from financial advice and focus on results and experiences to stay relevant."
Keep Learning and Keep Connecting This Spring at SPS
Participate in forward-thinking events with leading academics and industry experts this Spring at SPS.
Wealth Management's Bill Woodson Shares Risks and Threats to Family Offices Due to COVID-19
"If 2020 has taught us anything, it is the importance of planning and preparing for the unexpected," Woodson writes.
Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms
by Aaron Abrahms, '03BUS and Jordan Sprechman, '83CC, '86LAW, Lecturers in the Wealth Management Program