Secondary Breadcrumbs Wealth Management Wealth Management News Category - Any -AlumniFacultyImpacts and InsightsIn the CommunityIn the MediaKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudent Faculty 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 School 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. Faculty “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. Student “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. Faculty How Much Personal Disclosure Is Too Much Disclosure? Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients. Student All in the Family Q&A: Wealth Management students on how their classwork impacts their work in family offices. Faculty Salto Mortale Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released. Faculty 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. Faculty 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. Student 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. Student 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. Load More
Faculty 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
School 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.
Faculty “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.
Student “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.
Faculty How Much Personal Disclosure Is Too Much Disclosure? Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients.
Student All in the Family Q&A: Wealth Management students on how their classwork impacts their work in family offices.
Faculty Salto Mortale Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released.
Faculty 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.
Faculty 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.
Student 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.
Student 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.
