Wealth Management Research Guide: Home

Welcome to Columbia University Libraries!

Hi! Welcome to the Wealth Management Research Guide. My name is Kae, and I am the Libraries liaison to the School of Professional Studies. If you're an SPS student, faculty member, staff member, or alum, then I'm your librarian.

As the Libraries liaison to SPS, I would be happy to meet with you or recommend a colleague for you to meet. I take consultations in person in my office in the Social Work Library or remotely by Zoom. Just email sps@library.columbia.edu to set up an appointment.

Guide Contents

Tab 1 - Home: This tab provides an overview of the guide, contact information for the librarian, and Wealth Management-specific publications (see box below).

Tab 2 - Searching the Libraries: Provides information on searching Libraries collections, borrowing materials, contacting different Libraries staff members, and general search tips.

Tab 3 - Business Information: Resources for Market Research, Industry Research, Financial/Company Information, Demographic Data, business-specific articles, and business data.

Tab 4 - Citation Management: Information about using Zotero citation management software and resources for learning more about different citation styles.

Wealth Management Publications

Wealth Management Journals

To access journal content, click on the title of the journal. This will open a CLIO record for the journal. From there, click on an access link (on the right side of the page) in the CLIO record.

Wealth Management Books

Search for books in CLIO by entering search terms at https://clio.columbia.edu/catalog.

See all items in CLIO tagged as "wealth management."

See all items in CLIO tagged as "portfolio management."