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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.

5 ways to think, plan and act like a business owner

These five business-owner characteristics can help you shift out of your comfort zone to reach your business’s full potential.

Four reasons you might need a business coach

Having the self-awareness to recognize you need a business coach puts you one step closer to a business breakthrough.

7 things that drive practice value

Keep these seven points in mind as you work toward realizing maximum value for your practice.

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.

Waddell & Reed national conference motivates, inspires advisors

Vision 2019, Waddell & Reed’s national conference, drew more than 500 advisors from across the country to Atlanta, Georgia, June 6-9.