The Future of Wealth Management Blog

"We are witnessing the emergence of a more vibrant, interconnected financial system," writes M.P.S. in Wealth Management lecturer Matthias Kuhlmey.

It's crucial for the wealth management industry to recognize that we can't "hit the pause button on generational change," writes Wealth Management lecturer Matthias Kuhlmey.

Wealth Management alum Walker Borders on how the program sharpened his skills for success in the financial planning industry.

Wealth Management lecturer Meghaan Lurtz describes three phases of client-advisor relationships

A lecturer from the Wealth Management program explains why asking probing questions to clients is essential for financial advisors during crises.

Panelists Bill Cates, Randy Dippell, Samantha Russell, Adrianna Stasiuk, and moderator Philipp Hecker recommended a great list of books to read.

What Architect Frank Lloyd Wright’s Fallingwater Can Teach Us about the Design and Construction of Investment Portfolios

Whether or not financial professionals realize it or like it, their job requires client conversations that cannot be solved with only a time-value-of-money calculation.

As recommended by Dr. Jim Grubman, Dr. Sonya Lutter, Dr. Brian Portnoy, CFA, and Dr. Meghaan Lurtz.

Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients.

Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released.

The inaugural cohort of Columbia’s Wealth Management program funded a fellowship to diversify the financial advising industry.