Practice insights & news
The decision to form a team opens the door to many important, subsequent considerations.
Understanding your numbers can help you make more informed decisions and give you an edge.
Hiring the right people for the roles you need can enhance your client experience and help you grow your practice.
Understanding profitability within your business can help maintain organic growth.
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.
In a continuation of its strong recruiting efforts this year, Waddell & Reed, Inc. has added 10 experienced financial advisors to its national network within the last two months, with combined prior firm assets under administration (AUA) totaling $458.3 million and annual prior firm production totaling $3.5 million.
In a climate characterized by shrinking margins, increased regulatory oversight and greater competition, Waddell & Reed consistently ranks favorably in total revenue, as reported by national publications.
Preparing a succession plan for your practice is an important business decision that can benefit those you care about.
Waddell & Reed, Inc. in just over a month has added nine more experienced financial advisors to its national network, with combined assets under administration totaling $701 million and annual production totaling $3.4 million.
Waddell & Reed, Inc. leveraged technology-enabled solutions to create an interactive, virtual annual conference for its national network of financial advisors. The 2020 Vision conference featured nationally known speakers, educational insight, practice development ideas, live music, several key announcements and an opportunity for all to support a national nonprofit.