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. FA Profession

    Who Wealthy Investors Pick as Their Advisors

    Affluent investors have particular characteristics that decide the type of advisor they choose. Knowing these can help advisors grow their client base.
  2. FA Profession

    A Shakeup Is Coming for the Advisory Industry

    With many advisors nearing retirement, mounting interest in robo-advisors and advisor defection to competitors are setting the stage for a sea change.
  3. FA Profession

    10 Common Traits of Wealthy Investors

    Here are 10 common traits the wealthy share that financial advisors should keep in mind when looking to attract HNWI clients.
  4. FA Profession

    How Wealth Managers Can Bridge Digital Tech Gap

    A lack of digital technology offerings puts many wealth management firms at risk of losing significant income due to client attrition.
  5. High Net Worth Strategy

    Wealthy Clients: How Advisors Can Nab More of Them

    Wealth management firms still only manage a minority of the assets of high net worth individuals. Here are some insights into how to tap their market.
  6. FA Profession

    Top 4 Biggest Myths About the Super Rich

    Here are some of the most common misconceptions about how the ultra rich accumulated and spend their fortunes.
  7. FA Profession

    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.
  8. FA Profession

    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.
  9. FA Profession

    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.
  10. FA Profession

    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.
  11. FA Profession

    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.
  12. FA Profession

    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.
  13. FA Profession

    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.
  14. FA Profession

    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.
  15. FA Profession

    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.
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