Wealth Management News

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.

Alumnus Ameen Amin Promoted to First Vice President at Morgan Stanley

“I am such a fan of the experience,” says Amin, who earned an M.P.S. in Wealth Management from Columbia University in December.

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.

How Much Personal Disclosure Is Too Much Disclosure?

Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients.

All in the Family

Q&A: Wealth Management students on how their classwork impacts their work in family offices.