Greyscale marble columns

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.

Office co-workers meeting around laptop

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.

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
Female boss meeting with employees
Business woman smiling

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

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.

Read More

Selling your practice is no small deal

June 11, 2018

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

Read More

Develop and protect your culture.

Create a culture that reflects who you are and positively positions your business.

Read More

Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms