Waddell & Reed

Press Releases

Waddell & Reed announces that eight experienced financial advisors have affiliated with the firm February – July with assets totaling more than $314.8 million.
Waddell & Reed announces that Lance Dahmer, William Gustafson and Rosco Halsey have affiliated with the firm bringing more than $290 million in assets (pre transition) under management.
Waddell & Reed Financial, Inc. (NYSE: WDR) announced today the appointment of Daniel G. Scherman, CFA, as Senior Vice President of its investment adviser subsidiaries, Waddell & Reed Investment Management Company and Ivy Investment Management Company, in the newly created role of Chief Risk Officer.
Waddell & Reed and eMoney have partnered to provide Waddell & Reed financial advisors with comprehensive digital wealth-planning capabilities through eMoney’s emX Pro solution
Ivy High Income Opportunities Fund (NYSE:IVH) announces June 1, 2016 distribution.
The Board of Directors has appointed Senior Vice President and Chief Investment Officer Philip J. Sanders as Successor
Mark J. Schlafly has joined Waddell & Reed, Inc. as Executive Vice President, with primary responsibility for financial advisor acquisition strategy, leadership development, sales growth and sales support.
Ivy High Income Opportunities Fund (NYSE:IVH) announces May 2, 2016 distribution.
Ivy High Income Opportunities Fund (NYSE:IVH) announces April 1, 2016 distribution.
Waddell & Reed announces that seven experienced financial advisors joined the firm November through January, working in registered offices across the country.
Envestnet, Docupace align tech solutions to help advisors seamlessly open accounts, conduct straight-through processing
Ivy High Income Opportunities Fund (NYSE:IVH) announces March 2, 2015 distribution.

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