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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.
Waddell & Reed, Inc. announced a sweeping set of initiatives to enhance the advisor experience and strengthen the broker-dealer business.
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If you are a member of the media with questions about Waddell & Reed inc., please contact our Communications Department.
Phone: (913) 236-1993
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.
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.
Waddell & Reed’s suite of advisory products can help you find your path forward. Learn more about their potential benefits.Learn More >
Entrust your employer-sponsored retirement plan to an objective, committed advisor at Waddell & Reed
Offering a retirement plan can be a healthy step – for your business, your employees and you. Do it with the help of an advisor at Waddell & Reed who can serve as your co-fiduciary partner.Learn More >