Practice insights & news


Waddell & Reed, Inc. adds market director and area sales leaders in West and Central regions

Waddell & Reed’s growth continues with the hiring of leaders in the West and Central regions.

Waddell & Reed, Inc. adds to national recruiting presence with new regional director of advisor acquisition

Waddell & Reed, Inc. has further expanded its recruiting resources with the hiring of the second of three regional advisor acquisition leaders.

Gain control of workload with time blocking

The practice of time blocking can be a useful tool to help gain control of your schedule while maintaining the ability to be flexible and nimble.

Waddell & Reed, Inc. adds industry veteran to lead regional advisor recruiting strategy

Waddell & Reed, Inc. has added a 25-year industry veteran to lead its advisor recruiting efforts across the central U.S. in support of its ongoing strategy to attract experienced independent advisors.

Waddell and Reed Selects Riskalyze to Provide Risk Alignment for Advisors

Latest wealth management enterprise to provide access to the Riskalyze platform

WRI introduces new advisory program

MAPDirect offers access to wide range of individual mutual funds and exchange-traded funds.

WRFI Announces Potential Relocation of Corporate Headquarters to Further Business Transformation

Waddell & Reed Financial, Inc., (NYSE: WDR) announced today it has undertaken a comprehensive review of its future real estate needs and is currently evaluating options for a new corporate headquarters.

Waddell & Reed, Inc. Creates New Advisor Desktop Application

WaddellONE offers single sign-on access to range of data, information.

Waddell & Reed, Inc. Adds to Asset Managers Accessible Through Key Advisory Programs

Waddell & Reed, Inc. has further broadened the range of asset managers available through its advisory programs, providing affiliated advisors and their clients additional choice and flexibility as they build investment plans.

Waddell & Reed, Inc. Creates Great Practice Solutions: Expanded Practice Development Program

Waddell & Reed, Inc. continues to enhance its advisor experience and support system, announcing this week the introduction of a custom coaching and practice-building program called Great Practice Solutions (GPS).