The Future of Wealth Management Blog

Strategic Choices in Estate Administration: Why Fiduciary Tax Elections Matter

At the American Bar Association Tax Conference, Columbia SPS lecturer David Oh highlighted how fiduciary tax elections—often overlooked—can significantly shape taxes, liquidity, and long-term wealth outcomes.

Mastering the Art of Questions for Better Client Relationships

Wealth Management lecturer Meghaan Lurtz offers advice on how to craft and ask questions in client meetings.

The LEGOnization of Everything

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

Wealth Management Unplugged: The Napster Effect

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.

A Morgan Stanley Financial Advisor Shares How the Wealth Management Program Propelled His Career

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

Client Relation Strategies for Financial Advisors

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

What Steps Financial Advisors Can Take During Crisis Situations

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

Recommended Books from New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead

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

Beautiful, Famous, and Impossible to Live With

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

“Hope & Cope”

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.

Recommended Books from Leading Experts in the Fields of Financial Psychology and the Psychology of Financial Planning

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

How Much Personal Disclosure Is Too Much Disclosure?

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