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

    Socially Responsible Investing: How Millennials are Driving It

    Younger investors are much more likely to be interested in doing good and doing right, surveys show.
  2. FA Relevant

    Young Investors: Avoid These Common Financial Mistakes

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

    The World's Top Billionaires Under Age 35

    The fortunes of the wealthiest individuals under age 35 were, in large proportion, amassed by founding technology-related ...
  4. FA Relevant

    Those Who Retire Early Share These Traits

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

    Asset, Wealth Management M&A Rose in Q3, Though Value Dropped

    The third quarter of 2016 saw an increase in M&A activity among asset and wealth managers says a new report, but the ...
  6. FA Profession

    Why Investors Prefer Independent Financial Planners: 'Trust'

    Independent financial planners are the most trusted by investors among all advisors types. Here's why.
  7. FA Profession

    Why Should Advisors Blog? Because Wealthy Investors Read Them

    Advisors who don’t blog are missing out on connecting with current or potential clients, especially high net worth ones. ...
  8. FA Profession

    Advisors: Here's How Millionaires Use Social Media

    How dependent wealthy investors are on advisors can indicate how they use social media. So here's insight into how millionaires ...
  9. Financial Technology

    Why Wealth Managers Can't Afford to Lag in Tech Literacy

    Here is some insight into why wealth managers should accelerate plans to adopt technology and be willing to partner with ...
  10. FA Profession

    7 Advisor Types Wealthy Investors Pick

    Affluent investors have particular characteristics that decide the type of advisor they choose. Knowing these can help advisors ...
  11. Robo-Advisor

    Why the Advisory Industry Is Facing a Sea Change

    With many advisors nearing retirement, mounting interest in robo-advisors and advisor defection to competitors are setting ...
  12. 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.
  13. 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 ...
  14. FA Profession

    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 ...
  15. FA Profession

    Top 4 Big Myths About the Ultra Wealthy

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