Wealth Management News
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
Meghaan R. Lurtz on COVID Stress, Scarcity Mindset and Inclusion Efforts in Financial Planning
New publications preview the work of the M.P.S. in Wealth Management program's incoming Financial Psychology lecturer.
Wealth Management's Meghaan Lurtz, PhD on Managing Client Conflict
Dr. Lurtz offers financial advice in Kitces.com and The Wall Street Journal.
Family Wealth Report Profiles Columbia's New Wealth Management Program
The article discusses the genesis of the program and notes the growing need for wealth management professionals.
Making the Most of a Virtual Internship This Summer
A virtual internship can still be a great learning experience and a résumé builder.