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Supported Independence

Get Started

Welcome to a community where you can build and grow your practice with the assistance of a carefully layered support structure that can respond quickly to your needs. Welcome to Waddell & Reed.

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Establish 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.

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Manage your business

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

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Grow your business

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

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Practice Insights & News

Resources at your fingertips

Waddell & Reed makes it easy to augment communication and marketing efforts during industry-specific events by offering client-focused materials and advisor education.

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Selling your practice is no small deal

July 31, 2018

Selling a practice is a process. Explore the lifecycle of a practice sale in the replay of “Keys to Selling Your Practice” webcast.

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Financial advisors gather in San Diego for Waddell Reed annual national education conference

June 20, 2018

Advisors from across the country gathered in San Diego May 30-June 2 for Circle of Champions, Waddell & Reed’s national education conference. More than 700 advisors participated in Circle this year, where they attended general sessions and workshops, networked and celebrated successes.

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