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 Relevant

    Those Who Retire Early Share These Traits

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

    Cold Calling Still Works for Advisors: Study

    Cold calling is the second most frequent way financial advisors land new clients. Here's how to reach out to clients in this ...
  3. 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 ...
  4. 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.
  5. FA Profession

    What Millionaires Think of Human Vs. Robo-Advisors

    Many advisors find themselves battling the perception that robo-advisors can offer the same quality of advice and services. ...
  6. 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. ...
  7. 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 ...
  8. 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 ...
  9. FA Profession

    How the Wealthy Choose Advisors? First Impressions

    What goes into a wealthy client's thought process when it comes to picking an advisor via first impression? Here's some insight.
  10. 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 ...
  11. FA Profession

    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 ...
  12. 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 ...
  13. FA Profession

    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 ...
  14. 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.
  15. 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 ...
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