Small Business

Strengthen your business with financial benefits for you and your employees.


Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Financial Wellness Program

Financial Wellness

Give your employees the benefit of healthy spending and saving through financial wellness.

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Business Planning

Business Planning

Build a benefits program at your business with quality financial services.

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Employer-Based Retirement Plans

Employer-Based Retirement

Show your employees you value them by offering a retirement plan.

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Get financial benefits for you and your employees.

Your business has unique needs, and we have the resources to support you, your business and your employees.

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This information is provided for informational and educational purposes only.

The information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in the understanding the issues discussed. Neither Waddell & Reed, Inc., nor its Financial Advisors give tax, legal, or accounting advice. You may want to consult with your accountant or tax advisor to discuss your personal situation.

Past performance is not a guarantee of future results. Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance.

Global economic growth likely to improve in 2017

October 20, 2016 - Derek Hamilton, Global Economist

We believe global economic growth will improve in 2017 and may reach levels not seen since 2012-14.

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Presidential Candidate Tax Proposals

A quick look at the presidential candidates tax proposals

Though tax policies haven't received top billing in this year's presidential election dialogue, they're still part of the conversation. Here's a quick review of each candidate's tax proposals based on information released by their campaigns.

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Pursue a career as a financial advisor

Since 1937, Waddell & Reed has built an advisor-focused, client-centered culture and has been unceasingly dedicated to creating an environment where you can achieve success.

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