Get updates on the latest company news and information.

Share

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.

Waddell & Reed, Inc. adds 10 experienced advisors

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.

Waddell & Reed, Inc. continues strong recruiting as nine experienced advisors affiliate

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. Goes Virtual with 2020 Vision Conference

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.

Waddell & Reed, Inc. Expands Digital Platform for Advisor Data Access

Business Administration Platform advances as WaddellONE adds integrated digital repository and web-based process information.

Waddell & Reed, Inc. adds four experienced advisors

Waddell & Reed, Inc. has added four experienced financial advisors to its national network, with assets under administration totaling $235.9 million and annual production totaling $1.7 million.

Waddell & Reed, Inc. adds financial advisors

Waddell & Reed, Inc. has added five experienced, independent financial advisors to its national network, with assets under administration totaling more than $326.7 million and annual production totaling $2.1 million.

Waddell & Reed, Inc. adds five financial advisors

Waddell & Reed, Inc. recently added five independent financial advisors, with assets totaling nearly $250 million, to its national network. These affiliations reflect the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide.

Waddell & Reed, Inc. completes expansion of national recruiting team, adding third regional director of advisor acquisition

Industry veteran Armand Alaverdian has been named regional director of advisor acquisition for the Western region.

Financial advisors join Waddell & Reed, Inc.

Waddell & Reed, Inc. has added two independent financial advisors, with assets totaling more than $100 million, to its national network.



Media inquiries and contact information

If you are a member of the media with questions about Waddell & Reed inc., please contact our Communications Department.

Phone: (913) 236-1993
Email: rhoadley@waddell.com

Quick facts

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.