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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.

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).

Waddell & Reed, Inc. Connects Advisors, Clients Through Texting

Advisors can now communicate with their clients through text messages, the latest enhancement to digital communications capabilities for advisors affiliated with Waddell & Reed.

Waddell & Reed, Inc. boosts technology platform

Thomson ONE agreement will bolster advisor access to data, streamline technology connections

Waddell & Reed, Inc. partners with key institutional managers to launch new advisory program

Guided Investment Strategies offers a range of portfolios, including both exchange-traded fund (ETF) and mutual fund options.



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.