Woman smiling

Why Waddell & Reed?

Find Out More

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us, and always respecting what advisors value most.

People talking in a business meeting.

Transition your business

Switching firms is a milestone in your career. As you explore broker/dealers, settle for nothing less than a supportive environment that fosters enthusiasm for your practice and confidence in your clients’ satisfaction.

Learn More

Manage your business

Efficient and effective practice operations depend on solid programs, services and products that advance you to your end goal.

Learn More
Men talking and pointing at a whiteboard.
advisor and client meeting at lunch

Grow your business

Practice growth is the goal. Pursue it using resources that promote your name, offer solutions and deepen your knowledge.

Learn More

Practice Insights & News

Diary of a financial advisor

April 14, 2021

Many advisors sometimes feel overwhelmed and directionless in their practice – there are solutions.

Read More

Roll(over) with the changes

Here’s how you can be there for your clients and others in need as they wrestle tough career decisions.

Read More

4 elements of creating a DBA

Establishing a DBA is as simple as a four-step process and yields unique branding opportunities.

Read More