Practice insights & news


Diary of a financial advisor

Many advisors sometimes feel overwhelmed and directionless in their practice – there are solutions.

Roll(over) with the changes

Here’s how you can be there for your clients and others in need as they wrestle tough career decisions.

4 elements of creating a DBA

Establishing a DBA is as simple as a four-step process and yields unique branding opportunities.

4 tips for marketing your new DBA

These four tips can help you market your new DBA and promote your unique brand successfully.

6 strategies for managing personal and practice change

Change is constant. These simple strategies can help you control your response to it.

Go team! A playbook for creating or growing your team

The decision to form a team opens the door to many important, subsequent considerations.

Metrics redefined baseball. What can they do for your practice?

Understanding your numbers can help you make more informed decisions and give you an edge.

Take the time to hire right

Hiring the right people for the roles you need can enhance your client experience and help you grow your practice.

Turn Profitability into Growth

Understanding profitability within your business can help maintain organic growth.

Waddell & Reed Appoints Industry Veteran to Lead Advisor & Client Experience

We have appointed 20-year financial industry veteran Cory McCruden as Senior Vice President, Advisor & Client Experience. She will work to enhance advisor and client journeys, create new, innovative experiences, and drive advocacy.