Wealth Management News

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. 

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."

Keep Learning and Keep Connecting This Spring at SPS

Participate in forward-thinking events with leading academics and industry experts this Spring at SPS.

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.

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 

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.

Wealth Management's Meghaan Lurtz, PhD on Managing Client Conflict

Dr. Lurtz offers financial advice in Kitces.com and The Wall Street Journal.

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.

Making the Most of a Virtual Internship This Summer

A virtual internship can still be a great learning experience and a résumé builder.

How to Effectively Manage Charitable Giving in the Time of COVID-19

Wealth Management Lecturer led a webinar at Fiduciary Trust International that highlighted new charitable giving trends.