Client Relationship Notification

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On June 9, 2017, a new rule implemented by the U.S. Department of Labor became applicable to financial institutions and financial advisors when making certain investment recommendations to owners of retirement accounts.

To assist clients and prospective clients in assessing recommendations made by Waddell & Reed financial advisors, important client relationship information is being made available in the Client Relationship Notification.

Click here to view the Client Relationship Notification

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