Practice insights & news
Eliminate NIGOs and maximize the capabilities of your CRM by building holistic practice workflows.
Regardless of your team’s structure, it is imperative to monitor and evaluate your team’s dynamic.
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 a practice is a process. Explore the lifecycle of a practice sale in the replay of “Keys to Selling Your Practice” webcast.
Create a culture that reflects who you are and positively positions your business.
A succession plan can help you prepare for almost all future scenarios so that your practice continues as desired.
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.
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.