Wealth Management News
BNY’s INSITE 2026 Conference: Learning Beyond the Classroom
Columbia University’s M.P.S. in Wealth Management program gives students direct access to the leaders, ideas, and conversations shaping the future of finance.
As The Job Market Changes, How Professional Education Must Adapt
As AI and industry transform work, Columbia SPS faculty discuss the future of professional education.
Saved by the Bell: Crisis Canceled
The wealth management industry has warned of a looming advisor succession crisis. But changing retirement patterns, AI-driven scale, and a broader talent pool may be rewriting the equation.
Why the Best Wealth Advisors Are Becoming Family Quarterbacks
Columbia SPS alum Lindsay Radisek examines why coordination is becoming one of the most valuable functions in modern wealth management.
Meet the 2026 Student Marshals
Hear from some exceptional students who have been chosen to represent their master’s programs at graduation.
Retirement’s Blind Spot: Health-Care Costs
Health care is one of retirement’s biggest and most unpredictable costs. Advisors who plan for it early can help safeguard both portfolios and confidence, writes M.P.S. in Wealth Management alum Kara Fransted.
From Defusing Bombs to Diffusing Financial Advice: One SPS Alum’s Winding Journey to Wealth Management
M.P.S. in Wealth Management alumnus Steve Callaghan shares his story of pivoting from the NYPD to the U.S. Navy to financial advising.
A Second Movement for the Symphony of Life
A midcareer educator reflects on returning to graduate study at Columbia SPS and discovering how wealth management, teaching, and creative practice can inform one another.
From Football to Finance: An Athlete’s Journey to Wealth Management
Athlete, coach, and recent M.P.S. in Wealth Management alum Skyler Fulton offers insight from both the sports and the finance worlds.
ROARing Lions: How Seven Columbia Wealth Management Students Turned a Marathon Into a Movement
“Running the Marine Corps Marathon in honor of those who have served in our Columbia community made it all the more special,” shares Wealth Management student Katie Tschida (’26SPS).
Never Too Late: What My 80-Year-Old Grandma Taught Me About Trust and Money
A family lesson in late-in-life investing inspired M.P.S. in Wealth Management student Emily Brown-Baker to explore how empathy and ethics shape lasting client relationships.
Wealth Management Program Welcomes Its Fall 2025 Cohort to Columbia University
From team-building activities to industry insights, the in-person residency gave incoming students a first look at the professional collaboration and industry focus that define the program.