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Waddell & Reed, Inc. has added two independent financial advisors, with assets totaling more than $100 million, to its national network.
Latest wealth management enterprise to provide access to the Riskalyze platform
MAPDirect offers access to wide range of individual mutual funds and exchange-traded funds.
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.
WaddellONE offers single sign-on access to range of data, information.
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. 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).
Advisors can now communicate with their clients through text messages, the latest enhancement to digital communications capabilities for advisors affiliated with Waddell & Reed.
Thomson ONE agreement will bolster advisor access to data, streamline technology connections
Guided Investment Strategies offers a range of portfolios, including both exchange-traded fund (ETF) and mutual fund options.
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Phone: (913) 236-1993
Our national network of financial advisors provides comprehensive, personal financial planning services to clients across the United States. As more middle-income and mass affluent individuals and families realize the importance of planning for their financial futures, the demand for professional financial advice has grown markedly. Our advisors specialize in developing personal financial plans and investment strategies for retirement, education, insurance and estate planning needs.
Founded in 1937, we’re today a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which became a publicly traded company in 1998.
Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States and globally.