Wendy Connett

Wendy Connett

Wendy Connett has been a financial journalist and editor for more than 20 years. Her expertise includes wealth management, family offices, hedge funds, mutual funds, ETFs, DC and pension plans, compliance and regulation. She writes for a variety of financial publications and lives in New York City.

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  1. Your Practice

    RIAs: How to Find, Foster Your Firm's Successors

    Here is Fidelity’s three-step plan on how to best develop and keep the next generation of advisors and to groom them to take over your company.
  2. Products and Investments

    Why ETFs Can Help Snag More Wealthy Clients

    Here's why becoming an expert in ETF offerings can benefit advisors looking to add more wealthy clients to their roster.
  3. Your Practice

    Why Advisor Teams Produce Better Results

    If you haven't considered working in a team environment, here's the research that shows why it's so beneficial for your financial advisory career.
  4. Career Education & Resources

    How Prepared Are Americans for Retirement?

    While retirement preparedness has increased in the last two years, more than half of Americans may fall short. Here's how to better your position.
  5. Your Practice

    What RIAs Are Worried Most About in 2016

    Upgrading technology, hiring new talent and being a bit more conservative heading into a shakier economic environment top the list of concerns for RIAs.
  6. Your Clients

    Advisors: How to Mend Doctors’ Retirement Planning

    While physicians are typically highly compensated, many fall short when it comes to retirement savings. Here are some steps advisors can take to help.
  7. Your Practice

    How Advisors Can Appeal to Nontraditional Families

    So-called traditional families represent less than 20% of U.S. households today. Here's how advisors can adjust.
  8. Your Practice

    Advisors: $240B in Fees Up for Grabs by 2030

    Advisors have an opportunity to win generational assets over the next 15 years. Here are some tips on how to cater to different demographics.
  9. Your Clients

    How Millionaires Say They'll Invest in 2016

    Recent research shows that millionaire investors are entering 2016 more conservatively thanks to recent market volatility. Read on for more insights.
  10. Your Clients

    Where Rich Investor Loyalty Lies: Firm or Advisor?

    Affluent investors are evenly split when it comes to being loyal to their advisor vs. their financial services firm. How can advisors sway them.
  11. Your Practice

    What Advisors Most Want for Their Firms in 2016

    A new study shows financial advisors' top New Year's resolutions for 2016. Do yours — or those of your own advisor — align with this list?
  12. Your Practice

    How Advisors See Their Industry in 10 Years

    According to a recent study, advisors see face-to-face interaction with clients as the No. 1 way to grow their firms. Social media pales by comparison.
  13. Your Clients

    Why the Young and Rich Fire Their Advisors

    The top reasons why affluent Millennials fire advisors may sound a little unusual. Here's what advisors should know.
  14. Your Clients

    The World’s Wealthiest People Under Age 35

    The fortunes of the wealthiest individuals under age 35 were, in large proportion, amassed by founding technology-related firms. Here is the list.
  15. Your Practice

    Paying Advisors: What the Young and Wealthy Prefer

    The next generation of ultra-high-net-worth investors wants the payment structures for financial advice to evolve. Here's how.
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