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

    What Millionaires Fear the Most

    How much is enough? Millionaires feel major stress over this question.
  2. Economics

    Oil Is Cheaper Than Bread In Venezuela...The Country Is ...

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

    Charitable Giving: How to Help Clients Do More

    The use of donor-advised funds is on the rise, but advisors could be doing more to engage their philanthropic clients. Here are some talking points.
  4. Professionals

    The Pros & Cons of Alternative Investments

    Alternative investments are becoming popular investment vehicles for individual investors. Here are the pros and cons of adding them to your portfolio.
  5. Professionals

    Growth of Alternatives via Wirehouses Explained

    Despite a six-year bull market run, alternative investments are gaining ground among wirehouses. Here's where advisors are focusing.
  6. Professionals

    Turbulent Market? Affluent Clients Need Help, Too

    Many wealthy clients aren't so confident with investments during volatile markets, according to a recent study. That means opportunity for advisors.
  7. Professionals

    The Rich Get Richer: Global Wealth is Rising

    Global wealth is rising and expected to continue. Advisors should know that the wealthy value fee transparency, performance.
  8. Professionals

    Advisors: Ignore a Spouse at Your Own Peril

    Financial advisors have their work cut out for them when it comes to keeping a spouse or partner in what was formerly a couple-client relationship.
  9. Professionals

    Wealthy Clients are Thirsty for Better Advice

    New research uncovers the ultra-weathy's fast-growing demand for better, in-depth investment advice.
  10. Professionals

    Chasing Gen-Y: Why Northwestern Bought LearnVest

    In an effort to stay relevant to a young generation of investors, Northwestern Mutual bought online moneymanager LearnVest. Here's what the deal means.
  11. Professionals

    How Top Advisors Innovate to Stay Ahead

    Successful advisors are innovative, reaching out to a new generation of clients by embracing new technology.
  12. Retirement

    This is the Top Fear of Gen X, Millennial Savers

    Younger folks are more stressed than older generations about having enough money for retirement.
  13. Savings

    Millennials' Money Habits: How to Help

    Millennials gleaned much of their financial savings habits from their parents. Here's where they could use some help.
  14. Professionals

    Do Big Inheritances Do More Harm Than Good?

    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should broach the issue with clients.
  15. Professionals

    Why Americans Need Social Security Schooling

    Americans lack basic knowledge of Social Security, which presents an opportunity for advisors.
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