Wealth Management News

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.

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.

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.

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.

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.

Incoming Student Armani Miller Jackson Awarded First Wealth Management Advancing Diversity Fellowship

The JP Morgan Chase VP will receive the full-tuition fellowship funded by the Wealth Management program's first student cohort.

Wealth Management Student Is Ranked as Forbes Best-in-State Wealth Advisor—And Thinks Columbia Will Help Him to Become Even Better

Wealth Management student and UBS SVP Andrew Ling Tse was recently named Forbes Best-in-State Wealth Advisor for 2022.

Former Citigroup Resident VP and Wealth Management Student Pivots to Capture Industry Growth in Bangladesh

Mehreen Mahiuddin aims to take her family business to the next level with the skills and connections she’s gaining at Columbia.

Insurance 101: Wealth Management Lecturer Aaron Abrahms Hosts Weekly Show on SiriusXM’s Business Radio

Aaron Abrahms, a lecturer in Columbia’s Master’s in Wealth Management program, hosts Insurance 101, a weekly radio show.

Disruption in Wealth Management with Matthias Kuhlmey

"Disruption occurs when the underdog firms challenge the industry."

Wealth Management Alumni Lisa Patton and Shinaola Atoro Foster Deep Connections to Achieve Tangible Career Outcomes

Patton and Atoro became client advisors at Mission Wealth after graduation as a result of their strong cohort connections.

A Day in the Life of Michael McMahon, Asset Manager Wholesaler and Columbia Wealth Management Student

Michael McMahon gives us a sneak peek into his daily life as a full-time professional and Columbia student.