Wealth Management News
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.
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.
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.