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

    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.
  2. 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.
  3. Professionals

    Wealthy Clients are Thirsty for Better Advice

    New research uncovers the ultra-weathy's fast-growing demand for better, in-depth investment advice.
  4. 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.
  5. Professionals

    How Top Advisors Innovate to Stay Ahead

    Successful advisors are innovative, reaching out to a new generation of clients by embracing new technology.
  6. 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.
  7. 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.
  8. 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.
  9. Professionals

    Why Americans Need Social Security Schooling

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

    Wealth Management: How the Billionaires Do It

    A new report on the world's billionaires gives insight into how they work, save and plan on distributing their wealth.
  11. Professionals

    HNW Clients: The Advice that They Value and Need

    Many high-net-worth individuals are not consulting advisors on areas they consider a priority, according to a new study.
  12. Professionals

    Want to Diversify? 'Go Alternative,' Advisors Say

    Alternative investments are great for diversification, but some advisors remain a bit wary of them, a new Pershing study says.
  13. Professionals

    Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to build wealth over the long term.
  14. Professionals

    Advisors Evenly Split on Robo-Advisors' Relevance

    A new study finds that advisors are split on the impact of robo-advisors.
  15. 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.
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