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. Professionals

    How Top Advisors Innovate to Stay Ahead

    Successful advisors are innovative, reaching out to a new generation of clients by embracing new technology.
  2. Retirement

    This is the Top Fear of Gen X, Millennial Savers

    Younger folks are more stressed than older generations about having enough money for retirement.
  3. Savings

    Millennials' Money Habits: How to Help

    Millennials gleaned much of their financial savings habits from their parents. Here's where they could use some help.
  4. Professionals

    Do Big Inheritances Do More Harm Than Good?

    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should broach the issue with clients.
  5. Professionals

    Why Americans Need Social Security Schooling

    Americans lack basic knowledge of Social Security, which presents an opportunity for advisors.
  6. Professionals

    Wealth Management: How the Billionaires Do It

    A new report on the world's billionaires gives insight into how they work, save and plan on distributing their wealth.
  7. Professionals

    HNW Clients: The Advice that They Value and Need

    Many high-net-worth individuals are not consulting advisors on areas they consider a priority, according to a new study.
  8. Professionals

    Want to Diversify? 'Go Alternative,' Advisors Say

    Alternative investments are great for diversification, but some advisors remain a bit wary of them, a new Pershing study says.
  9. Professionals

    Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to build wealth over the long term.
  10. Professionals

    Advisors Evenly Split on Robo-Advisors' Relevance

    A new study finds that advisors are split on the impact of robo-advisors.
  11. Professionals

    Where the Ultra-Wealthy Live in America

    If you're a financial advisor keen to add ultra-high-net-worth clients to your practice, you now know where the money is.
  12. Professionals

    Why Advisors Should Seek Out Wealthy Workers

    The majority of "high-net-workers" thinks an advisor would add value, but few use them. Financial advisors should see this as an opportunity.
  13. Retirement

    Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  14. Professionals

    Financial Advisors Are Showing the Love for ETFs

    ETFs surpass mutual funds in popularity among financial advisors for the first time.
  15. Professionals

    Why Advisors Should Focus on the Emerging Affluent

    The emerging affluent of today are well positioned to be the millionaires of tomorrow presenting opportunity for advisors.
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