Practice insights & news

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Reduce processing errors, increase time with clients

Eliminate NIGOs and maximize the capabilities of your CRM by building holistic practice workflows.

Are you fostering a toxic team dynamic?

Regardless of your team’s structure, it is imperative to monitor and evaluate your team’s dynamic.

Waddell & Reed favorably ranked by national publications

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.

Selling your practice is no small deal

Selling a practice is a process. Explore the lifecycle of a practice sale in the replay of “Keys to Selling Your Practice” webcast.

Develop and protect your culture

Create a culture that reflects who you are and positively positions your business.

Consider your successful succession plan

A succession plan can help you prepare for almost all future scenarios so that your practice continues as desired.

Hiring staff. NOT the reason you became a financial advisor.

Think about why you became a financial advisor. Your reasons might include a desire to help people or intrigue in investing. Definitely NOT on your list: hiring staff, negotiating office leases, purchasing office equipment.

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.