Wealth Management News

Student

A Day in the Life of Wealth Manager and Columbia Master’s in Wealth Management Student Vinícius Arold

Vinícius Arold invites us to take a look at his daily life as a wealth manager and international student at Columbia SPS.

Meet the Founding Donors of the New Wealth Management Fellowship

The inaugural cohort of Columbia’s Wealth Management program funded a fellowship to diversify the financial advising industry.

Press Release

Columbia’s Wealth Management Master’s Program Launches First Student-Funded Diversity Fellowship

Applicants admitted to Columbia's Wealth Management master's program for 2022-2023 may apply for the full-tuition fellowship.

The Values Dimension

We are experiencing the emergence of the values-based consumer in financial advice.

Social Security Benefits Increase in 2022

Wealth Management Lecturer Berit Suba discusses the benefit's largest annual hike in 40 years.

Impacts and Insights

Franklin Templeton CEO Jenny Johnson Addresses Wealth Ecosystem Trends

Johnson met with the new cohort of Wealth Management students during Orientation.

Faculty

Lecturer Bill Woodson on the Potential Pitfalls of Overregulation of Family Offices

Woodson published an article on proposed regulation in the wake of Archegos Capital Management's collapse.

Financial Planner Michael Kitces Speaks to Columbia’s Wealth Management Students During Orientation Keynote

Kitces is the Head of Planning Strategy for Buckingham Wealth Partners.

Faculty

Wealth Management Lecturer Bill Woodson on Developing Professionals to Support UHNW Clients

Family Wealth Report, a business intelligence publication for the family office community, recently interviewed Bill Woodson.

Faculty

Columbia University Press Publishes “The Family Office” by Wealth Management Lecturer Bill Woodson

This fall, Woodson is teaching The Wealth Management Landscape.

Faculty

The Art of Finding Your “Inner Salesperson”

Wealth Management lecturer Aaron Abrahms shared his strategies and tips for sustaining a successful sales cycle.

Faculty

The Emotional State Around Money and Risk Requires an Alignment between Digital Innovation and People

Digitization should be balanced with behavioral coaching, human counseling, and client-centric customization, say panelists.