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

    Why Advisors Should Embrace Making Videos

    Advisors who overlook videos are missing out on attracting potential clients and engaging existing ones. Here are the most popular video types.
  2. FA Profession

    Here's How Investors Choose Their Advisors

    What goes into a wealthy client's thought process when it comes to picking an advisor via first impression? Here's some insight.
  3. FA Relevant

    Those Who Retire Early Share These Traits

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

    Why Advisors Should Take Twitter Seriously

    Financial advisors who haven’t already done so should consider taking Twitter seriously. When used the right way, it can help attract new clients.
  5. FA Profession

    What Wealth Managers Need to Survive the Future

    Here is some insight into why wealth managers should accelerate plans to adopt technology and be willing to partner with financial tech firms.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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 into how to tap their market.
  11. 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.
  12. 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.
  13. FA Relevant

    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.
  14. 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.
  15. 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.
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