Get updates on the latest company news and information.
From recent press releases to national and regional news coverage, find out what's happening at Waddell & Reed.
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.
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
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.
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?Read More