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Waddell & Reed, Inc. Announces Initiatives to Enhance Financial Advisor Experience, Strengthen Broker-Dealer Business

Continuing an aggressive initiative to transform itself into a more competitive industry player, Waddell & Reed, Inc. today announced a sweeping set of initiatives to enhance the advisor experience and strengthen the broker-dealer business.

Waddell Reed Names Elizabeth Hansen as Chief Compliance Officer

Industry veteran will head compliance oversight for broker-dealer and unaffiliated distribution


Media inquiries and contact information

If you are a member of the media with questions about Waddell & Reed inc., please contact our Communications Department.

Phone: (913) 236-1993
Email: rhoadley@waddell.com

If you have a question about your account or one of our affiliated mutual funds, please contact Client Services at 1-888-923-3355 (WADDELL) Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.

For all other inquiries, please call 913-236-2000.

Quick facts

Our national network of financial advisors provides comprehensive, personal financial planning services to clients across the United States. As more middle-income and mass affluent individuals and families realize the importance of planning for their financial futures, the demand for professional financial advice has grown markedly. Our advisors specialize in developing personal financial plans and investment strategies for retirement, education, insurance and estate planning needs.

Founded in 1937, we’re today a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which became a publicly traded company in 1998.

Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States and globally. Ivy Investment Management Company serves as investment advisor to the Ivy Funds, Ivy Variable Insurance Portfolios, and Ivy InvestEd 529 Plan Portfolios.

Learn more about our parent company, Waddell & Reed Financial, Inc.

The return of the 401(k)

Saving for retirement can be tough. Employer-sponsored 401(k) retirement plans can offer a good opportunity to save, with employer contributions jumping from 3.9% of employee salaries in 2015 to 4.7% in 2016. Are you taking full advantage of your workplace retirement benefits?

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Your dream wedding on a budget

Summer is the season for weddings and engagements. If you're getting ready to tie the knot, you not only have many details to consider but the financial considerations of making "the day" a dream come true. Here are some tips for your wedding checklist.

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Investing for retirement...1% at a time

1% a month is a relatively little amount that could have a remarkable impact on how much you are able to save for retirement.

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