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

    Advisors Evenly Split on Robo-Advisors' Relevance

    A new study finds that advisors are split on the impact of robo-advisors.
  2. 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.
  3. 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.
  4. Retirement

    Those Who Retire Early Share These Traits

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

    Financial Advisors Are Showing the Love for ETFs

    ETFs surpass mutual funds in popularity among financial advisors for the first time.
  6. 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.
  7. Investing Basics

    These Firms Are Tops Among Advisor Clients

    A new study shows that financial advisors, even at the most popular firms, aren't doing enough to strengthen ties to clients.
  8. Professionals

    Retirement Confidence is Up: Should it Be?

    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.
  9. Economics

    Venezuela: Portrait of a Country in Turmoil

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

    A Look at How the Ultra-Wealthy Invest

    Ultra-wealthy investors are cautious this year as they approach the markets. Many target mutual funds and stocks, but most also diversify their portfolios.
  11. Professionals

    Target Date Funds: More Popular, Cheaper Than Ever

    How target date funds can help investors weather volatility when it comes to saving for retirement.
  12. Professionals

    Advisors: Don't Overlook Not-Yet-Rich Millennials

    Financial advisors looking to grow their practices should focus on potential high-net-worth millennials.
  13. Professionals

    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.
  14. Mutual Funds & ETFs

    At Look at REITS vs. Real Estate Mutual Funds

    REITs and real estate mutual funds have their differences, but they both offer liquidity and easy access to diversified real estate assets.
  15. Professionals

    Helping Young Investors Avoid Financial Pitfalls

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