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

    Young Investors: Dodge These Frequent Mistakes

    Young investors are especially prone to financial mistakes. Here's what you can do to help them.
  2. Professionals

    What the Ultra-Wealthy Want from Their Advisors

    When accessing products and solutions, the wealthy prefer using their relationship manager to a specialist, according to a new study.
  3. Professionals

    What the Wealthy Want Most from Their Advisors

    Global wealth is rising and expected to continue. Advisors should know that the wealthy value fee transparency, performance.
  4. FA

    Millennials Are Pushing This Hot Investing Trend

    Socially responsible investing is really important to young investors. Here's why advisors should consider such investments.
  5. Professionals

    Why You Should Be More Worried About Retirement

    Research shows that confidence in being able to afford retirement is up but probably shouldn't be, as many aren't taking the necessary steps.
  6. Economics

    China's Former One-Child Policy Explained

    A look at China's former plan to control population growth.
  7. Professionals

    How to Help Clients Navigate 529 Plans

    Here are some of the best practices Morningstar identified that financial advisors should keep in mind when helping clients navigate 529 plans.
  8. Professionals

    How Gen X Should Plan for Retirement

    A new study shows that Gen Xers are very different from others when it comes to retirement planning. Here's some insight into how they're saving.
  9. Professionals

    What Millionaires Fear the Most

    How much is enough? Millionaires feel major stress over this question.
  10. Economics

    Oil Is Cheaper Than Bread In Venezuela...The Country Is ...

    Venezuela is floundering, and the story has more to do with just the falling price of oil.
  11. Professionals

    Charitable Giving: How to Help Clients Do More

    The use of donor-advised funds is on the rise, but advisors could be doing more to engage their philanthropic clients. Here are some talking points.
  12. Professionals

    The Pros & Cons of Alternative Investments

    Alternative investments are becoming popular investment vehicles for individual investors. Here are the pros and cons of adding them to your portfolio.
  13. Professionals

    Growth of Alternatives via Wirehouses Explained

    Despite a six-year bull market run, alternative investments are gaining ground among wirehouses. Here's where advisors are focusing.
  14. Professionals

    Turbulent Market? Affluent Clients Need Help, Too

    Many wealthy clients aren't so confident with investments during volatile markets, according to a recent study. That means opportunity for advisors.
  15. Professionals

    Advisors: Ignore a Spouse at Your Own Peril

    Financial advisors have their work cut out for them when it comes to keeping a spouse or partner in what was formerly a couple-client relationship.
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