Wealth Management News

Columbia University’s Wealth Management Advancing Diversity Fellowship Announces Its 2024–2025 Recipients

Brandon Arnold and Luis Felipe Jarrin are this year's 2024-2025 Wealth Management Advancing Diversity Fellows.

Wealth Management Students Get Industry Insights at BNY Pershing INSITE Conference

High-profile speakers and expert industry analysis make the annual conference an essential event for financial professionals.

This Wealth Management Student Used Her Instagram Account to Launch a Successful Financial Coaching Business

Maria Jose Dassum Narino shares how her childhood love of Disney princesses helped inspire an entrepreneurial pivot.

Wealth Management Insights from Financial Advisor and SPS Alum Nick Colombo

Nick joined the program to enhance his expertise and broaden his professional network.

AI Is Poised to Have a “Profound Effect” on the Wealth Management Business

The Wealth Management program recently hosted a conversation with three leading experts in the fields of financial psychology and the psychology of financial planning.

A Navy Veteran's Pivot to Financial Advising Led Him to Columbia's M.P.S. in Wealth Management

Alum Drew Hanessian shares insights he has learned and what makes Columbia's Wealth Management program unique.

Beyond the Price Tag: 5 Insights for Business Owners

Wealth Management alum and Morgan Stanley financial advisor Ameen Amin shares tips he wishes "every business owner knew."

The Magic of Columbia University’s M.P.S. in Wealth Management Program

A recent alum shares how the program helped him broaden his skill set and find a new job opportunity.

How a Master’s in Wealth Management Led to an SPS Alum’s Professional Growth

First Eagle Investments National Account Manager Jenifer Bloodsworth shares how the Columbia graduate program helped her acquire new skills, knowledge, and connections.

How Wealth Management Faculty Are "Lifting Students to the Next Level"

At a recent information session, faculty members shared valuable insights into Columbia's Master of Professional Studies in Wealth Management program.

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.