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.

  • Showing 1-15 of 74 items
  • 1
  • 2
  • 3
  • ...
  • 5
  • >>
  1. 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.
  2. 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.
  3. 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.
  4. 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?
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. Your Practice

    How Advisors Can Land Plan Sponsors as Clients

    Plan sponsors can be lucrative clients for advisors. Here are the areas that financial advisors should focus on to attract more of this crowd.
  10. Your Clients

    Why the Ultra-Wealthy Need Financial Advisors

    While advisors generally consider wealthy folks as the Holy Grail of clients, they have their work cut out for them in managing this type of wealth.
  11. Your Practice

    Growing Minorities and Advisors: An Opportunity

    The growing wealth and size of minority groups present an opportunity for advisors, but first they should consider their unique needs and characteristics.
  12. Saving and Spending

    How to Get Clients to Save More for Retirement

    Americans aren’t saving enough for retirement. Here are some tips for financial advisors who must convince them to change their ways.
  13. Your Clients

    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.
  14. Financial Advisors

    Tax Planning: Why You Shouldn't Retire Without It

    Advisors say that maximizing retirement savings through tax planning should be a top priority for clients. Here's some more effective advice for planning.
  15. Your Practice

    Why Advisors Need to Step Up Their Game with Gen Y

    Advisors looking to strengthen relationships with young wealthy clients need to step up their game when it comes to interacting with this demographic.
  • Showing 1-15 of 74 items
  • 1
  • 2
  • 3
  • ...
  • 5
  • >>