Secondary Breadcrumbs Wealth Management Wealth Management News Category - Any -AlumniFacultyImpacts and InsightsIn the CommunityIn the MediaKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudent 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. 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. Load More
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.
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.
