Secondary Breadcrumbs Wealth Management Wealth Management News Category - Any -AlumniFacultyImpacts and InsightsIn the CommunityIn the MediaKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudent 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. Faculty Wealth Management Faculty Preview Their Courses Gail Cohen, Stephen Bodurtha, Frank Oswald, and Bill Woodson discuss what students will learn. The Money (R)evolution Matthias Paul Kuhlmey offers thoughts on how the digital asset boom might lead to the democratization of finance. Student In Their Own Words: Three Students Discuss the Benefits of Columbia University’s Master’s in Wealth Management Program Three Wealth Management students at Columbia discuss the benefits of the program. Succession: A Relevance Crisis "It is time to remove the technical mystique from financial advice and focus on results and experiences to stay relevant." Impacts and Insights Keep Learning and Keep Connecting This Spring at SPS Participate in forward-thinking events with leading academics and industry experts this Spring at SPS. Faculty Wealth Management's Bill Woodson Shares Risks and Threats to Family Offices Due to COVID-19 "If 2020 has taught us anything, it is the importance of planning and preparing for the unexpected," Woodson writes. Faculty Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms by Aaron Abrahms, '03BUS and Jordan Sprechman, '83CC, '86LAW, Lecturers in the Wealth Management Program Faculty Meghaan R. Lurtz on COVID Stress, Scarcity Mindset and Inclusion Efforts in Financial Planning New publications preview the work of the M.P.S. in Wealth Management program's incoming Financial Psychology lecturer. Faculty Wealth Management's Meghaan Lurtz, PhD on Managing Client Conflict Dr. Lurtz offers financial advice in Kitces.com and The Wall Street Journal. Faculty Family Wealth Report Profiles Columbia's New Wealth Management Program The article discusses the genesis of the program and notes the growing need for wealth management professionals. Load More
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.
Faculty Wealth Management Faculty Preview Their Courses Gail Cohen, Stephen Bodurtha, Frank Oswald, and Bill Woodson discuss what students will learn.
The Money (R)evolution Matthias Paul Kuhlmey offers thoughts on how the digital asset boom might lead to the democratization of finance.
Student In Their Own Words: Three Students Discuss the Benefits of Columbia University’s Master’s in Wealth Management Program Three Wealth Management students at Columbia discuss the benefits of the program.
Succession: A Relevance Crisis "It is time to remove the technical mystique from financial advice and focus on results and experiences to stay relevant."
Impacts and Insights Keep Learning and Keep Connecting This Spring at SPS Participate in forward-thinking events with leading academics and industry experts this Spring at SPS.
Faculty Wealth Management's Bill Woodson Shares Risks and Threats to Family Offices Due to COVID-19 "If 2020 has taught us anything, it is the importance of planning and preparing for the unexpected," Woodson writes.
Faculty Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms by Aaron Abrahms, '03BUS and Jordan Sprechman, '83CC, '86LAW, Lecturers in the Wealth Management Program
Faculty Meghaan R. Lurtz on COVID Stress, Scarcity Mindset and Inclusion Efforts in Financial Planning New publications preview the work of the M.P.S. in Wealth Management program's incoming Financial Psychology lecturer.
Faculty Wealth Management's Meghaan Lurtz, PhD on Managing Client Conflict Dr. Lurtz offers financial advice in Kitces.com and The Wall Street Journal.
Faculty Family Wealth Report Profiles Columbia's New Wealth Management Program The article discusses the genesis of the program and notes the growing need for wealth management professionals.
