Wealth Management News
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.
Wealth Management's Gail Cohen Shares Guidelines for Non-Professional Fiduciaries in Managing a Trust or Estate
Cohen offers guidelines for non-professional fiduciaries in managing a trust or estate in "Trusts & Estates."
Wealth Management's Bill Woodson on Shifting Philanthropy in a Crisis
Lecturer and Senior Executive at Boston Private penned the article in Worth.
Steve Cohen speaks at the Barron’s Impact Investment Summit, June 20
Dr. Steven Cohen will be a featured speaker at the second annual Barron's ESG+Impact Summit in New York.