Practice insights & news
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.
Waddell & Reed Financial, Inc., (NYSE: WDR) announced today it has undertaken a comprehensive review of its future real estate needs and is currently evaluating options for a new corporate headquarters.
WaddellONE offers single sign-on access to range of data, information.
Waddell & Reed, Inc. has further broadened the range of asset managers available through its advisory programs, providing affiliated advisors and their clients additional choice and flexibility as they build investment plans.
Waddell & Reed, Inc. continues to enhance its advisor experience and support system, announcing this week the introduction of a custom coaching and practice-building program called Great Practice Solutions (GPS).
Advisors can now communicate with their clients through text messages, the latest enhancement to digital communications capabilities for advisors affiliated with Waddell & Reed.
Thomson ONE agreement will bolster advisor access to data, streamline technology connections
Guided Investment Strategies offers a range of portfolios, including both exchange-traded fund (ETF) and mutual fund options.