(:WDR)

Apr 13, 2021 06:45 am ET
Waddell & Reed Financial, Inc. Announces March 31, 2021 Assets Under Management, Assets Under Administration and Advisor Count
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management (“AUM”) of $76.0 billion on March 31, 2021, compared to $75.5 billion on February 28, 2021. AUM includes assets invested in our affiliated mutual fund products, institutional separate accounts and collective investment trusts.
Mar 10, 2021 06:45 am ET
Waddell & Reed Financial, Inc. Announces February 28, 2021 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $75.5 billion for the month ended February 28, 2021, compared to $74.3 billion on January 31, 2021.
Feb 25, 2021 03:09 pm ET
INVESTIGATION ALERT: Halper Sadeh LLP Investigates TPCO, MGLN, WDR, TCF; Shareholders Are Encouraged to Contact the Firm
Halper Sadeh LLP, a global investor rights law firm, continues to investigate the following companies: Tribune Publishing Company (NASDAQ: TPCO) concerning potential violations of the federal securities laws and/or breaches of fiduciary duties...
Feb 22, 2021 08:51 pm ET
(WDR): Johnson Fistel Continues to Investigate the Proposed Sale of Waddell & Reed; Are Shareholders Getting a Fair Deal?
Shareholder rights law firm Johnson Fistel, LLP has launched an investigation into whether the board members of Waddell & Reed Financial, Inc. ("Waddell & Reed" or the "Company") (NYSE: WDR) breached their fiduciary duties in connection with the...
Feb 20, 2021 01:09 pm ET
INVESTIGATION ALERT: Halper Sadeh LLP Investigates the Following Companies on Behalf of Shareholders - TPCO, CEI, MGLN, RNET, WDR
NEW YORK, Feb. 20, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Feb 19, 2021 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on April 30, 2021 to stockholders of record as of April 9, 2021.
Feb 18, 2021 09:26 am ET
(WDR): Johnson Fistel Continues to Investigate the Proposed Sale of Waddell & Reed; Are Shareholders Getting a Fair Deal?
SAN DIEGO, Feb. 18, 2021 /PRNewswire/ -- Shareholder rights law firm Johnson Fistel, LLP has launched an investigation into whether the board members of Waddell & Reed Financial, Inc. ("Waddell & Reed" or the "Company") (NYSE: WDR) breached their fiduciary duties in connection with the proposed sale of the Company to Macquarie Group ("Macquarie").  
Feb 12, 2021 05:28 am ET
Halper Sadeh LLP Continues to Investigate the Following Mergers; Shareholders Are Encouraged to Contact the Firm - RNET, PRGX, EGOV, AKER, WDR, HMSY
NEW YORK, Feb. 12, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, continues to investigate the following companies:
Feb 10, 2021 06:45 am ET
Waddell & Reed Financial, Inc. Announces January 31, 2021 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $74.3 billion for the month ended January 31, 2021, compared to $74.8 billion on December 31, 2020.
Feb 06, 2021 08:48 am ET
INVESTIGATION ALERT: Halper Sadeh LLP Investigates BPFH, SMTX, PS, WDR; Shareholders Are Encouraged to Contact the Firm
Halper Sadeh LLP, a global investor rights law firm, continues to investigate the following companies: Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) concerning potential violations of the federal securities laws and/or breaches of...
Feb 04, 2021 04:49 am ET
INVESTIGATION ALERT: Halper Sadeh LLP Investigates the Following Companies on Behalf of Shareholders - PS, SMTX, XLNX, ALSK, WDR
NEW YORK, Feb. 4, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Feb 02, 2021 06:45 am ET
Waddell & Reed Financial, Inc. Reports Fourth Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported a fourth quarter 2020 net loss1 of $6.9 million, or $0.11 per diluted share, compared to net income of $30.5 million, or $0.48 per diluted share, during the prior quarter and net income of $15.9 million, or $0.23 per diluted share, during the fourth quarter of 2019. The fourth quarter of 2020 included $39.6 million in costs related to the proposed acquisition of Waddell & Reed Financial, Inc. by Macquarie Asset Management, the asset management division of Macquarie Group (“Macquarie”) pursuant to a merger agreement announced
Jan 30, 2021 04:05 pm ET
Halper Sadeh LLP Continues to Investigate the Following Mergers; Shareholders Are Encouraged to Contact the Firm – PS, BPFH, INFO, WDR
Halper Sadeh LLP, a global investor rights law firm, continues to investigate the following companies: Pluralsight, Inc. (NASDAQ: PS) concerning potential violations of the federal securities laws and/or breaches of fiduciary duties relating...
Jan 28, 2021 01:50 pm ET
INVESTIGATION ALERT: Halper Sadeh LLP Investigates the Following Companies on Behalf of Shareholders - PRSP, CMD, WDR, SPWH, WTRE
NEW YORK, Jan. 28, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Jan 25, 2021 01:21 pm ET
SHAREHOLDER ALERT: Halper Sadeh LLP Investigates WDR, SMTX, SPWH, INFO; Shareholders Are Encouraged to Contact the Firm
Halper Sadeh LLP, a global investor rights law firm, continues to investigate the following companies: Waddell & Reed Financial, Inc. (NYSE: WDR) concerning potential violations of the federal securities laws and/or breaches of fiduciary duties...
Jan 24, 2021 10:10 am ET
Jan 22, 2021 06:01 pm ET
SHAREHOLDER ALERT: Rigrodsky Law, P.A. Reminds Investors of Investigations of WDR, SMTX, WTRE, and MTSC Buyouts
Rigrodsky Law, P.A. announces that it is investigating: Waddell & Reed Financial, Inc. (NYSE: WDR) regarding possible breaches of fiduciary duties and other violations of law related to Waddell’s agreement to be acquired by affiliates of Macquarie...
Jan 20, 2021 11:15 am ET
INVESTIGATION ALERT: Halper Sadeh LLP Investigates INFO, WDR, CPAH, PS, TCF; Shareholders Are Encouraged to Contact the Firm
NEW YORK, Jan. 20, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Jan 18, 2021 12:00 am ET
ALERT: Halper Sadeh LLP Reminds Investors of Its Ongoing Merger Investigations; Shareholders are Encouraged to Contact the Firm – NAV, WTRE, CIT, WDR
Halper Sadeh LLP, a global investor rights law firm, continues to investigate the following companies: Navistar International Corporation (NYSE: NAV) concerning potential violations of the federal securities laws and/or breaches of fiduciary...
Jan 15, 2021 08:00 pm ET
Jan 13, 2021 06:45 am ET
Waddell & Reed Financial, Inc. Announces December 31, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $74.8 billion for the month ended December 31, 2020, compared to $72.4 billion on November 30, 2020.
Jan 13, 2021 02:10 am ET
SHAREHOLDER ALERT: Halper Sadeh LLP Investigates WTRE, PNM, TNAV, WDR; Shareholders Are Encouraged to Contact the Firm
Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies: Watford Holdings Ltd. (NASDAQ: WTRE) concerning potential violations of the federal securities laws and/or breaches of fiduciary duties...
Jan 12, 2021 09:57 am ET
INVESTIGATION ALERT: Halper Sadeh LLP Investigates TDY, WDR, PS, WTRE, CIT; Shareholders Are Encouraged to Contact the Firm
NEW YORK, Jan. 12, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Jan 07, 2021 01:54 pm ET
SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates WDR, CKH, PS, WTRE; Shareholders Are Encouraged to Contact the Firm
Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies: Waddell & Reed Financial, Inc. (NYSE: WDR) concerning potential violations of the federal securities laws and/or breaches of fiduciary...
Jan 05, 2021 10:29 am ET
ALERT: Halper Sadeh LLP Investigates INFO, WDR, CKH, PS, HBAN; Shareholders Are Encouraged to Contact the Firm
NEW YORK, Jan. 5, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Dec 30, 2020 10:04 am ET
SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates the Following Mergers – CKH, WDR, NAV, EIDX
Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies: SEACOR Holdings Inc. (NYSE: CKH) concerning potential violations of the federal securities laws and/or breaches of fiduciary duties...
Dec 28, 2020 07:30 pm ET
SHAREHOLDER ALERT: Halper Sadeh LLP Investigates the Following Companies -UROV, INFO, WDR, CKH, EIGI
NEW YORK, Dec. 28, 2020 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Dec 22, 2020 08:00 am ET
SHAREHOLDER ALERT: Halper Sadeh LLP Investigates the Following Companies – WDR, WORK, INFO, UROV
Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies: Waddell & Reed Financial, Inc. (NYSE: WDR) concerning potential violations of the federal securities laws and/or breaches of fiduciary...
Dec 21, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on February 1, 2021 to stockholders of record as of January 11, 2021.
Dec 19, 2020 03:55 pm ET
SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates the Following Companies - AKER, INFO, SNSS, WORK, WDR
NEW YORK, Dec. 19, 2020 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:
Dec 17, 2020 02:55 pm ET
SHAREHOLDER ALERT: Rigrodsky & Long, P.A. Reminds Investors of Investigations of WDR, CLCT, NAV, and UROV Buyouts
Rigrodsky & Long, P.A. announces that it is investigating: Waddell & Reed Financial, Inc. (NYSE: WDR) regarding possible breaches of fiduciary duties and other violations of law related to Waddell’s agreement to be acquired by affiliates of...
Dec 12, 2020 08:51 am ET
INVESTIGATION ALERT: Halper Sadeh LLP Continues to Investigate the Following Companies; Shareholders are Encouraged to Contact the Firm – SNSS, WORK, WDR, ANH
Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies: Sunesis Pharmaceuticals, Inc. (NASDAQ: SNSS) concerning potential violations of the federal securities laws and/or breaches of fiduciary...
Dec 10, 2020 06:03 pm ET
WADDEL & REED INVESTOR ALERT By the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Waddell & Reed Financial, Inc. - WDR
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Waddell & Reed Financial, Inc. (NYSE: WDR) to Macquarie Group (ASX: MQG; ADR: MQBKY). Under the terms of the proposed transaction, shareholders of Waddell will receive only $25.00 in cash for each share of Waddell that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.
Dec 10, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces November 30, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $72.4 billion for the month ended November 30, 2020, compared to $66.2 billion on October 31, 2020.
Dec 08, 2020 11:38 am ET
Moore Kuehn Encourages GV, WDR, INFO, and DL Investors to Contact Law Firm
NEW YORK, Dec. 8, 2020 /PRNewswire/ -- Moore Kuehn, PLLC, a securities litigation law firm located on Wall Street in downtown New York City, is investigating potential claims concerning whether the following proposed mergers are fair to shareholders.  Moore Kuehn may ultimately seek increased consideration, additional disclosures, or other relief and benefits on behalf of the shareholders of these companies:
Dec 04, 2020 10:46 am ET
INVESTIGATION ALERT: Halper Sadeh LLP Reminds Shareholders About Its Ongoing Merger Investigations; Investors are Encouraged to Contact the Firm - WORK, WDR, BBIO, UROV, HDS
NEW YORK, Dec. 4, 2020 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating:
Dec 03, 2020 07:24 pm ET
SHAREHOLDER ALERT: WeissLaw LLP Investigates Waddell & Reed Financial, Inc.
NEW YORK, Dec. 3, 2020 /PRNewswire/ -- WeissLaw LLP is investigating possible breaches of fiduciary duty and other violations of law by the board of directors of Waddell & Reed Financial, Inc. ("WDR" or the "Company") (NYSE: WDR) in connection with the proposed acquisition of the Company by Macquarie Asset Management ("Macquarie"), the asset management division of Macquarie Group Limited.  Under the terms of the acquisition agreement, the Company's shareholders will receive $25.00 in cash for each share of WDR common stock that they hold.  Upon completion of the proposed transaction, Mac
Dec 03, 2020 05:30 pm ET
WADDEL & REED INVESTOR ALERT by The Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Waddell & Reed Financial, Inc. - WDR
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Waddell & Reed Financial, Inc. (NYSE: WDR) to Macquarie Group (ASX: MQG; ADR: MQBKY). Under the terms of the proposed transaction, shareholders of Waddell will receive only $25.00 in cash for each share of Waddell that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.
Dec 03, 2020 03:10 pm ET
SHAREHOLDER ALERT: Monteverde & Associates PC Announces an Investigation of Waddell & Reed Financial, Inc. - WDR
NEW YORK, Dec. 3, 2020 /PRNewswire/ -- Juan Monteverde, founder and managing partner at Monteverde & Associates PC, a national securities firm headquartered at the Empire State Building in New York City, is investigating Waddell & Reed Financial, Inc. ("WDR" or the "Company") (WDR) relating to its proposed sale to Macquarie Asset Management. ("Macquarie"). Under the terms of the agreement, WDR shareholders are expected to receive $25.00 per share.
Dec 03, 2020 12:18 pm ET
WADDELL & REED ALERT: Bragar Eagel & Squire, P.C. Investigates Sale of WDR and Encourages Investors to Contact the Firm
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, has launched an investigation into whether the board members of Waddell & Reed Financial, Inc. (NYSE: WDR) breached their fiduciary duties or violated the federal...
Dec 03, 2020 09:53 am ET
SHAREHOLDER ALERT: Rigrodsky & Long, P.A. Announces Investigation of Waddell & Reed Financial, Inc. Buyout
Rigrodsky & Long, P.A. announces that it is investigating Waddell & Reed Financial, Inc. (“Waddell”) (NYSE: WDR) regarding possible breaches of fiduciary duties and other violations of law related to Waddell’s agreement to be acquired by affiliates...
Dec 03, 2020 06:56 am ET
(WDR): Johnson Fistel Investigates Proposed Sale of Waddell & Reed Financial; Are Shareholders Getting a Fair Deal?
SAN DIEGO, Dec. 3, 2020 /PRNewswire/ -- Shareholder rights law firm Johnson Fistel, LLP has launched an investigation into whether the board members of Waddell & Reed Financial, Inc. ("Waddell & Reed" or the "Company") (NYSE: WDR) breached their fiduciary duties in connection with the proposed sale of the Company to) Macquarie Group ("Macquarie").  
Dec 02, 2020 06:49 pm ET
Waddell & Reed Merger Investigation: Halper Sadeh LLP Announces Investigation Into Whether the Sale of Waddell & Reed Financial, Inc. Is Fair to Shareholders; Investors Are Encouraged to Contact the F
Halper Sadeh LLP, a global investor rights law firm, is investigating whether the sale of Waddell & Reed Financial, Inc. (NYSE: WDR) to Macquarie Asset Management for $25.00 per share is fair to Waddell shareholders.
Dec 02, 2020 05:01 pm ET
LPL Financial to Acquire Waddell & Reed’s Wealth Management Business and Enter Into Long-Term Partnership With Macquarie
LPL Financial Holdings Inc. (Nasdaq: LPLA) (“LPL Financial” or “LPL”), a leading U.S. retail investment advisory firm, independent broker-dealer, and registered investment advisor (RIA) custodian, today announced it has entered into an agreement...
Dec 02, 2020 05:00 pm ET
Macquarie Group to Acquire Waddell & Reed Financial, Inc. for $1.7 Billion
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced it has entered into a merger agreement with Macquarie Asset Management, the asset management division of Macquarie Group (ASX: MQG; ADR: MQBKY), under which Macquarie would acquire all of the outstanding shares of Waddell & Reed for $25.00 per share in cash representing total consideration of $1.7 billion.
Nov 11, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces October 31, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $66.2 billion for the month ended October 31, 2020, compared to $67.9 billion on September 30, 2020.
Oct 27, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Reports Third Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported third quarter 2020 net income1 of $30.5 million, or $0.48 per diluted share, compared to net income of $24.8 million, or $0.38 per diluted share, during the prior quarter and net income of $33.1 million, or $0.46 per diluted share, during the third quarter of 2019. The third quarter of 2019 included $3.1 million in severance expense related to the outsourcing of our transfer agency transactional processing operations. Excluding the severance expense, adjusted net income for the third quarter of 2019 was $35.4 million and adju
Oct 20, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce third quarter financial and operational results before the market opens on Tuesday, October 27, 2020 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Oct 12, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces September 30, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $67.9 billion for the month ended September 30, 2020, compared to $70.3 billion on August 31, 2020.
Sep 28, 2020 05:00 pm ET
Waddell & Reed, Inc. Appoints Industry Veteran to Lead Advisor & Client Experience
Waddell & Reed, Inc. today announced it has appointed 20-year financial industry veteran Cory McCruden as Senior Vice President, Advisor & Client Experience. In this new role, she will be a member of the wealth management leadership team and report to Shawn Mihal, President of Waddell & Reed, Inc.
Sep 15, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on November 2, 2020 to stockholders of record as of October 12, 2020.
Sep 14, 2020 06:45 am ET
Waddell & Reed, Inc. Adds 10 Experienced Advisors
In a continuation of its strong recruiting efforts this year, Waddell & Reed, Inc. has added 10 experienced financial advisors to its national network within the last two months, with combined prior firm assets under administration (AUA) totaling $458.3 million and annual prior firm production totaling $3.5 million.
Sep 11, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces August 31, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $70.3 billion for the month ended August 31, 2020, compared to $67.8 billion on July 31, 2020.
Sep 01, 2020 08:30 am ET
Enhanced Ivy InvestEd 529 Plan Expands Number of Portfolios and Adds Investment Options
Ivy Investments today introduced a series of enhancements to the Ivy InvestEd SM 529 Plan, including increasing the number of InvestEd Portfolios and expanding investment options, all designed to best meet investor needs as they save for higher education. Specific enhancements include:
Aug 17, 2020 04:30 pm ET
Waddell & Reed Financial Appoints Meltzer as Chief Technology Officer
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced it has named Eric J. Meltzer as Senior Vice President, Chief Technology Officer. He will serve as a member of the firm’s Executive Leadership team and lead the technology teams dedicated to leveraging technology as a strategic asset across the organization, overseeing areas including enterprise technology architecture and infrastructure, cybersecurity, application development and data integration, and service delivery management.
Aug 12, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces July 31, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $67.8 billion for the month ended July 31, 2020, compared to $65.0 billion on June 30, 2020.
Jul 28, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Reports Second Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported second quarter 2020 net income1 of $24.8 million, or $0.38 per diluted share, compared to net income of $22.0 million, or $0.32 per diluted share, during the prior quarter and net income of $33.9 million, or $0.45 per diluted share, during the second quarter of 2019.
Jul 24, 2020 06:45 am ET
Waddell & Reed Financial Expands Financial Literacy Program Partnership with Rock The Street, Wall Street
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced that it has expanded its partnership with Rock The Street Wall Street (RTSWS) to include a high school in the Kansas City Public Schools district. As Waddell & Reed Financial continues to broaden its outreach, education and diversity & inclusion initiative
Jul 21, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce second quarter financial and operational results before the market opens on Tuesday, July 28, 2020 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Jul 13, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces June 30, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $65.0 billion for the month ended June 30, 2020, compared to $64.0 billion on May 31, 2020.
Jul 08, 2020 06:45 am ET
Waddell & Reed, Inc. Continues Strong Recruiting as Nine Experienced Advisors Affiliate
Waddell & Reed, Inc. in just over a month has added nine more experienced financial advisors to its national network, with combined assets under administration totaling $701 million and annual production totaling $3.4 million. Since Jan. 1, 2020, 22 advisors, including those announced here, have affiliated with Waddell & Reed. The addition of these independent advisors represents continued progress in the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide.
Jun 29, 2020 04:30 pm ET
Waddell & Reed Financial, Inc. Appoints Two Industry Veterans Focused on Data Analytics and Inorganic Growth Strategies
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced that it has appointed financial industry veterans to focus on two key components of the Company’s strategic growth plans.
Jun 18, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Second Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on August 3, 2020 to stockholders of record as of July 13, 2020.
Jun 11, 2020 06:45 am ET
Waddell & Reed, Inc. Goes Virtual with 2020 Vision Conference
Waddell & Reed, Inc. this month pivoted to leverage technology-enabled solutions and create an interactive, virtual annual conference for its national network of financial advisors. The 2020 Vision conference featured nationally known speakers, educational insight, practice development ideas, products/services updates, live music and an opportunity for all to support a national nonprofit, the Veterans Community Project.
Jun 10, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces May 31, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $64.0 billion for the month ended May 31, 2020, compared to $60.9 billion on April 30, 2020.
May 14, 2020 06:45 am ET
Waddell & Reed, Inc. Expands Digital Platform for Advisor Data Access
Waddell & Reed, Inc. has further expanded its WaddellONE centralized digital data platform with the launch of a comprehensive, web-based and cloud-accessible integrated database along with a digital repository of processes, procedures and other information, both of which are now available to all affiliated financial advisors.
May 12, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces April 30, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $60.9 billion for the month ended April 30, 2020, compared to $56.0 billion on March 31, 2020.
May 06, 2020 06:45 am ET
Waddell & Reed, Inc. Adds Four Experienced Advisors
Waddell & Reed, Inc. has added four experienced financial advisors to its national network, with assets under administration totaling $235.9 million and annual production totaling $1.7 million. The addition of these independent advisors represents continued progress in the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide.
Apr 29, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Board Member Kosloff to Retire
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) announced that veteran board member and former Chairman of the Board Alan W. Kosloff will retire from the Company’s board today, in accordance with his planned retirement date.
Apr 28, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Reports First Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported first quarter 2020 net income1 of $22.0 million, or $0.32 per diluted share, compared to net income of $15.9 million, or $0.23 per diluted share, during the prior quarter and net income of $32.1 million, or $0.42 per diluted share, during the first quarter of 2019.
Apr 21, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce first quarter financial and operational results before the market opens on Tuesday, April 28, 2020 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Apr 09, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces March 31, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $56.0 billion for the month ended March 31, 2020, compared to $65.0 billion on February 29, 2020.
Apr 06, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Will Hold Virtual Annual Meeting in 2020
Waddell & Reed Financial, Inc. (NYSE: WDR) today provided notice of a change in location for the Company’s 2020 Annual Meeting of Stockholders via the filing of additional proxy materials with the SEC.
Apr 01, 2020 10:00 am ET
Waddell & Reed, Inc. Adds Financial Advisors
Waddell & Reed, Inc. has added five experienced, independent financial advisors to its national network, with assets under administration totaling more than $326.7 million and annual production totaling $2.1 million. These affiliations support the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide.
Mar 17, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of First Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on May 1, 2020 to stockholders of record as of April 10, 2020.
Mar 12, 2020 04:30 pm ET
Waddell & Reed Financial Expands Diversity & Inclusion Initiatives and Partnerships
Waddell & Reed Financial, Inc. (NYSE: WDR) continues to actively build and enhance diversity & inclusion initiatives across the organization, recently announcing several new partnership and program initiatives:
Mar 11, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces February 29, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $65.0 billion for the month ended February 29, 2020, compared to $69.2 billion on January 31, 2020.
Feb 24, 2020 05:51 pm ET
Waddell & Reed Financial, Inc. Appoints New Directors, Further Broadening Experience and Diversity of Corporate Board
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) has added two business veterans to its ranks, bringing added expertise and an enhanced diversity of perspective to the Board. Appointed to the Board this month were:
Feb 12, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces January 31, 2020 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $69.2 billion for the month ended January 31, 2020, compared to $70.0 billion on December 31, 2019.
Feb 04, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Reports Fourth Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported fourth quarter 2019 net income1 of $15.9 million, or $0.23 per diluted share, compared to net income of $33.1 million, or $0.46 per diluted share, during the prior quarter and net income of $46.5 million, or $0.60 per diluted share, during the fourth quarter of 2018. The fourth quarter of 2019 included non-cash asset impairment charges of $12.8 million in connection with certain assets held for sale, including real property related to our corporate headquarters move and the elimination of our internal aviation operations, an
Jan 29, 2020 06:45 am ET
Waddell & Reed, Inc. Adds Five Financial Advisors
Waddell & Reed, Inc. recently added five independent financial advisors, with assets totaling nearly $250 million, to its national network. These associations reflect the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide.
Jan 28, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce fourth quarter financial and operational results before the market opens on Tuesday, February 4, 2020 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Jan 14, 2020 11:00 am ET
Waddell & Reed, Inc. Completes Expansion of National Recruiting Team, Adding Third Regional Director of Advisor Acquisition
Waddell & Reed, Inc. completed the strategic expansion of its national recruiting team with the hiring of a third advisor acquisition leader. Industry veteran Armand Alaverdian has been named regional director of advisor acquisition for the Western region. He brings more than 20 years of industry experience and 10 years of experience with Waddell & Reed, where he most recently served as market director for Southern California and Las Vegas.
Jan 13, 2020 06:45 am ET
Waddell & Reed Financial, Inc. Announces December 31, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $70.0 billion for the month ended December 31, 2019, compared to $69.4 billion on November 30, 2019.
Jan 10, 2020 03:00 pm ET
Waddell & Reed Financial, Inc. Signs Lease for Future Headquarters in the Heart of Downtown Kansas City, MO
Waddell & Reed Financial, Inc., (NYSE: WDR) today announced the culmination of its new headquarters location search by signing a lease for an innovative, distinctive and sustainably-designed building within an enhanced enterprise zone in the heart of downtown Kansas City, MO.
Dec 23, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on February 3, 2020 to stockholders of record as of January 13, 2020.
Dec 11, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces November 30, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $69.4 billion for the month ended November 30, 2019, compared to $68.9 billion on October 31, 2019. Net flows in the institutional channel included $572 million related to the loss of a subadvisory relationship.
Nov 14, 2019 08:00 am ET
Financial Advisors Join Waddell & Reed, Inc.
Waddell & Reed, Inc. has added two independent financial advisors, with assets totaling more than $100 million, to its national network. These affiliations illustrate the firm’s “advisor first” approach and support its ongoing strategy to grow its team of experienced advisors and expand coverage across the nation.
Nov 12, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces October 31, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $68.9 billion for the month ended October 31, 2019, compared to $68.8 billion on September 30, 2019.
Oct 29, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Reports Third Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported third quarter 2019 net income1 of $33.1 million, or $0.46 per diluted share, compared to net income of $33.9 million, or $0.45 per diluted share, during the prior quarter and net income of $46.3 million, or $0.58 per diluted share, during the third quarter of 2018.
Oct 22, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce third quarter financial and operational results before the market opens on Tuesday, October 29, 2019 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Oct 10, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces September 30, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $68.8 billion for the month ended September 30, 2019, compared to $69.6 billion on August 31, 2019.
Sep 17, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on November 1, 2019 to stockholders of record as of October 11, 2019.
Sep 12, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces August 31, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $69.6 billion for the month ended August 31, 2019, compared to $71.5 billion on July 31, 2019.
Aug 12, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces July 31, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $71.5 billion for the month ended July 31, 2019, compared to $71.9 billion on June 30, 2019.
Jul 31, 2019 09:00 am ET
Waddell & Reed Selects Riskalyze to Provide Risk Alignment for Advisors
AUBURN, Calif., July 31, 2019 /PRNewswire/ -- Today, Riskalyze announced an enterprise agreement to deliver risk alignment at scale to all Waddell & Reed, Inc. affiliated advisors. Riskalyze's platform of client engagement tools and analytics technology helps Waddell & Reed advisors enhance their service and align risk metrics with specific client needs and risk tolerances.
Jul 30, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Reports Second Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported second quarter 2019 net income1 of $33.9 million, or $0.45 per diluted share, compared to net income of $32.1 million, or $0.42 per diluted share, during the prior quarter and net income of $44.5 million, or $0.55 per diluted share, during the second quarter of 2018. The second quarter of 2019 included an income tax charge related to shortfalls from the vesting of restricted shares of $2.4 million ($0.03 per diluted share). In addition, both the first and second quarters of 2019 included a benefit from unrealized gains on our
Jul 23, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce second quarter financial and operational results before the market opens on Tuesday, July 30, 2019 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Jul 11, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces June 30, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $71.9 billion for the month ended June 30, 2019, compared to $68.6 billion on May 31, 2019.
Jul 02, 2019 06:45 am ET
Waddell & Reed, Inc. Introduces New Advisory Program
The continuing expansion of Waddell & Reed, Inc.’s advisory program offerings has brought a new addition to its Managed Allocation Portfolios lineup. The latest offering, MAPDirect, provides clients and their advisors access to more than 1,800 individual mutual funds and nearly 200 exchange-traded funds (ETFs) that they can utilize as they build targeted, personalized investment portfolios.
Jun 27, 2019 06:45 am ET
Waddell & Reed Financial Continues to Expand Diversity & Inclusion Strategies
Waddell & Reed Financial, Inc. (NYSE: WDR), parent company of Ivy Investment Management Company and Waddell & Reed, Inc., has taken further action to advance its position as a values-based and purpose-driven organization. Highlights of the additional actions include:
Jun 19, 2019 05:00 pm ET
Waddell & Reed Financial Announces Additional Actions to Enhance Organizational Agility and Accelerate Business Transformation
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced several additional steps to continue to position itself for future organic and inorganic growth:
Jun 18, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Second Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on August 1, 2019 to stockholders of record as of July 11, 2019.
Jun 12, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces May 31, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $68.6 billion for the month ended May 31, 2019, compared to $72.9 billion on April 30, 2019.
Jun 11, 2019 09:00 am ET
Waddell & Reed Financial Furthers Transformation with Appointment of Industry Veteran Dan Hanson as Chief Investment Officer
Waddell & Reed Financial, Inc. (NYSE: WDR), parent company of Ivy Investment Management Company, has named Daniel P. Hanson, CFA®, as Chief Investment Officer (CIO), filling a key role with a versatile industry veteran and prominent environmental, social and governance (ESG) investor as the firm continues to position itself for future organic and inorganic growth.
Jun 05, 2019 04:30 pm ET
Waddell & Reed Financial, Inc. Announces Potential Relocation of Corporate Headquarters to Further Business Transformation
Waddell & Reed Financial, Inc. (NYSE: WDR) announced today it has undertaken a comprehensive review of its future real estate needs and is currently evaluating options for a new corporate headquarters. After reviewing numerous locations across the Kansas City metro area, the company is now considering a number
May 20, 2019 06:45 am ET
Waddell & Reed, Inc. Creates New Advisor Desktop Application
As it continues to boost its technology infrastructure in tandem with its progress toward an enhanced advisor experience, Waddell & Reed, Inc. today launched WaddellONE, a centralized advisor desktop platform available to all associated financial advisors.
May 10, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces April 30, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $72.9 billion for the month ended April 30, 2019, compared to $71.7 billion on March 31, 2019.
Apr 30, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Reports First Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported first quarter 2019 net income1 of $32.1 million, or $0.42 per diluted share, compared to net income of $46.5 million, or $0.60 per diluted share, during the prior quarter and net income of $46.3 million, or $0.56 per diluted share, during the first quarter of 2018.
Apr 24, 2019 06:45 am ET
Waddell & Reed, Inc. Adds to Asset Managers Accessible Through Key Advisory Programs
Waddell & Reed, Inc. has further broadened the range of asset managers available through its advisory programs, providing affiliated advisors and their clients additional choice and flexibility as they build investment plans. The additions include:
Apr 23, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce first quarter financial and operational results before the market opens on Tuesday, April 30, 2019 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Apr 11, 2019 08:15 am ET
Factors of Influence in 2019, Key Indicators and Opportunity within Monster Beverage, Kennametal, Waddell & Reed Financial, GlycoMimetics, W.W. Grainger, and Immersion — New Research Emphasizes Econom
In new independent research reports released early this morning, Market Source Research released its latest key findings for all current investors, traders, and shareholders of Monster Beverage Corporation (NASDAQ:MNST), Kennametal Inc. (NYSE:KMT),...
Apr 10, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces March 31, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $71.7 billion for the month ended March 31, 2019, compared to $71.6 billion on February 28, 2019.
Apr 01, 2019 06:45 am ET
Waddell & Reed, Inc. Creates Great Practice Solutions: Expanded Practice Development Program
Waddell & Reed, Inc. continues to enhance its advisor experience and support system, announcing this week the introduction of a custom coaching and practice-building program called Great Practice Solutions (GPS). The program allows affiliated advisors to review key aspects of their business, access direct coaching from industry experts, and personalize a plan for growth and continued progress.
Mar 20, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of First Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on May 1, 2019 to stockholders of record as of April 10, 2019.
Mar 12, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces February 28, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $71.6 billion for the month ended February 28, 2019, compared to $70.0 billion on January 31, 2019.
Mar 08, 2019 12:00 pm ET
Waddell & Reed Celebrates International Women’s Day with CEO Action for Diversity & Inclusion™ Pledge and Partnership with Rock The Street, Wall Street
Waddell & Reed Financial, Inc. (NYSE: WDR) is pleased to announce the following actions as it advances its position as a values-based and purpose-driven organization:
Mar 06, 2019 06:45 am ET
Waddell & Reed, Inc. Connects Advisors, Clients Through Texting
Financial advisors associated with Waddell & Reed, Inc. can now communicate with their clients through text messages, the latest action by the broker-dealer to advance the technology, support systems and overall experience for its affiliated advisors.
Feb 12, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces January 31, 2019 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $70.0 billion for the month ended January 31, 2019, compared to $65.8 billion on December 31, 2018.
Feb 11, 2019 08:15 am ET
Detailed Research: Economic Perspectives on Waddell & Reed Financial, Kennametal, Automatic Data Processing, Trustmark, Eagle Bulk Shipping, and GlycoMimetics — What Drives Growth in Today's Competiti
In new independent research reports released early this morning, Market Source Research released its latest key findings for all current investors, traders, and shareholders of Waddell & Reed Financial, Inc. (NYSE:WDR), Kennametal Inc. (NYSE:KMT),...
Feb 05, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Reports Fourth Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported fourth quarter 2018 net income1 of $46.5 million, or $0.60 per diluted share, compared to net income of $46.3 million, or $0.58 per diluted share, during the prior quarter and net income of $29.8 million, or $0.36 per diluted share, during the fourth quarter of 2017. The fourth quarter of 2018 included a gain of $16.1 million compared to a loss of $6.5 million in the prior year fourth quarter related to the annual revaluation of the pension plan liability. The prior year also i
Feb 04, 2019 06:45 am ET
Waddell & Reed, Inc. Boosts Technology Platform
As it advances initiatives to build a stronger technology platform for its affiliated advisors, Waddell & Reed, Inc. recently signed an agreement with Refinitiv (formerly the Financial and Risk business of Thomson Reuters) to deploy the Thomson ONE advisor desktop solution as the first of many steps toward streamlining advisors’ experience and technology access.
Jan 31, 2019 06:45 am ET
Waddell & Reed, Inc. Partners with Key Institutional Managers to Launch New Advisory Program
In a continuing expansion of its advisory product lineup, Waddell & Reed, Inc. has introduced a new third-party strategist program that offers a wide range of portfolios, including both exchange-traded fund (ETF) and mutual fund options.
Jan 29, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce fourth quarter financial and operational results before the market opens on Tuesday, February 5, 2019 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Jan 11, 2019 06:45 am ET
Waddell & Reed Financial, Inc. Announces December 31, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $65.8 billion for the month ended December 31, 2018, compared to $72.0 billion on November 30, 2018.
Dec 21, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on February 1, 2019 to stockholders of record as of January 11, 2019.
Dec 12, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces November 30, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $72.0 billion for the month ended November 30, 2018, compared to $72.2 billion on October 31, 2018.
Nov 23, 2018 08:25 am ET
Analysis: Positioning to Benefit within Artisan Partners Asset Management, Gamco Investors, Eiger BioPharmaceuticals, Waddell & Reed Financial, AmpliPhi Biosciences, and Limbach — Research Highlights
In new independent research reports released early this morning, Market Source Research released its latest key findings for all current investors, traders, and shareholders of Artisan Partners Asset Management Inc. (NYSE:APAM), Gamco Investors,...
Nov 13, 2018 05:00 pm ET
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. The broker-dealer is one of the pioneers of the planning industry, founded more than 80 years ago, and today is a subsidiary of parent firm Waddell & Reed Financial, Inc. (NYSE:WDR).
Nov 12, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces October 31, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $72.2 billion for the month ended October 31, 2018, compared to $79.5 billion on September 30, 2018.
Oct 30, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Reports Third Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported third quarter 2018 net income1 of $46.3 million, or $0.58 per diluted share, compared to net income of $44.5 million, or $0.55 per diluted share, during the prior quarter and net income of $53.6 million, or $0.64 per diluted share, during the third quarter of 2017. The third quarter of 2017 included net gains of $25.1 million ($15.8 net of taxes, or $0.20 per diluted share) due to the freeze of our pension plan on September 30, 2017.
Oct 23, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce third quarter financial and operational results before the market opens on Tuesday, October 30, 2018 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Oct 10, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces September 30, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $79.5 billion for the month ended September 30, 2018, compared to $80.2 billion on August 31, 2018.
Sep 20, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on November 1, 2018 to stockholders of record as of October 11, 2018.
Sep 13, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces August 31, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $80.2 billion for the month ended August 31, 2018, compared to $79.2 billion on July 31, 2018.
Aug 29, 2018 06:45 am ET
Ivy Expands Distribution Leadership Team
Ivy Distributors, Inc. (IDI) has added breadth and experience to its sales leadership with the appointment of industry veteran Joseph Moran as Senior Vice President, Head of Intermediary Distribution.
Aug 16, 2018 05:05 pm ET
Waddell & Reed Appoints Buyle as General Counsel
Waddell & Reed Financial, Inc. (NYSE: WDR) has named Mark P. Buyle as Senior Vice President, General Counsel and Chief Legal Officer. He will serve as a member of the firm’s Executive Leadership team and lead the Legal, Investment Management Compliance, Broker-Dealer Compliance and Internal Audit Departments.
Aug 09, 2018 04:34 pm ET
Waddell & Reed Financial, Inc. Announces July 31, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $79.2 billion for the month ended July 31, 2018, compared to $78.7 billion on June 30, 2018.
Aug 02, 2018 07:00 am ET
Waddell & Reed Takes Another Step toward Broad Technology Initiatives
Waddell & Reed Financial, Inc. (NYSE: WDR) has appointed Joan J. Albeck as Senior Vice President and Chief Technology Officer to lead the development and implementation of the firm’s technology strategies, while enhancing information technology infrastructure and resources in support of several key corporate initiatives.
Jul 31, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Reports Second Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported second quarter 2018 net income1 of $44.5 million, or $0.55 per diluted share, compared to net income of $46.3 million, or $0.56 per diluted share, during the prior quarter and net income of $24.1 million, or $0.29 per diluted share, during the second quarter of 2017.
Jul 24, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce second quarter financial and operational results before the market opens on Tuesday, July 31, 2018 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Jul 12, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces June 30, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $78.7 billion for the month ended June 30, 2018, compared to $79.8 billion on May 31, 2018.
Jun 20, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Second Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on August 1, 2018 to stockholders of record as of July 11, 2018.
Jun 12, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces May 31, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $79.8 billion for the month ended May 31, 2018, compared to $79.2 billion on April 30, 2018.
May 23, 2018 08:00 am ET
Recent Analysis Shows ABM Industries, Waddell & Reed Financial, South State, Vera Bradley, Healthcare Trust of America, and Synnex Market Influences — Renewed Outlook, Key Drivers of Growth
In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of ABM Industries Incorporated (NYSE:ABM), Waddell Reed Financial, Inc....
May 10, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces April 30, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $79.2 billion for the month ended April 30, 2018, compared to $80.2 billion on March 31, 2018.
May 01, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Reports First Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported first quarter 2018 net income1 of $46.3 million, or $0.56 per diluted share, compared to net income of $29.8 million, or $0.36 per diluted share, during the prior quarter and net income of $33.9 million, or $0.40 per diluted share, during the first quarter of 2017.
Apr 24, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce first quarter financial and operational results before the market opens on Tuesday, May 1, 2018 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Apr 18, 2018 04:46 pm ET
Scupham Named President of Ivy Distributors, Inc.
Waddell & Reed Financial, Inc. (NYSE: WDR) has appointed firm veteran Amy Scupham, CFA, as president of Ivy Distributors, Inc. (IDI), the distributor of Ivy Funds® mutual funds and the financial products and services offered by its affiliates, including Ivy Investment Management Company, an SEC registered investment advisor.
Apr 12, 2018 04:30 pm ET
Waddell & Reed Financial, Inc. Announces Portfolio Manager Changes
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced changes to responsibilities for certain portfolio management personnel, including separation of two portfolio managers.
Apr 11, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces March 31, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $80.2 billion for the month ended March 31, 2018, compared to $81.4 billion on February 28, 2018.
Apr 02, 2018 06:45 am ET
Waddell & Reed Names Elizabeth Hansen as Chief Compliance Officer
Waddell & Reed Financial, Inc. (NYSE: WDR) has appointed Elizabeth “Beth” Hansen as Senior Vice President and Chief Compliance Officer (CCO) of distribution subsidiaries Waddell & Reed, Inc. and Ivy Distributors, Inc. Hansen, who comes to Waddell & Reed from Ameriprise Financial Services, Inc., fills the role previously held by Shawn Mihal, who was promoted to President of Waddell & Reed, Inc., the firm’s independent broker-dealer, in November.
Mar 30, 2018 07:45 am ET
Report: Exploring Fundamental Drivers Behind Mast Therapeutics, Pebblebrook Hotel Trust, Smart, Waddell & Reed Financial, Quality Care Properties, and Meridian Waste Solutions — New Horizons, Emerging
NEW YORK, March 30, 2018 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Mast Therapeutics, Inc. (NASDAQ:SVRA), Pebblebrook Hotel...
Mar 20, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of First Quarter Earnings Release
The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on May 1, 2018 to stockholders of record as of April 10, 2018.
Mar 12, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces February 28, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $81.4 billion for the month ended February 28, 2018, compared to $84.3 billion on January 31, 2018.
Feb 22, 2018 06:45 am ET
Waddell & Reed Presenting at Citi Conference
Waddell & Reed Financial, Inc. (NYSE: WDR) Chief Executive Officer and Chief Investment Officer, Philip J. Sanders, will present at the Citi Asset Management, Broker Dealer and Exchanges Conference on Thursday, March 1, 2018, at approximately 2:15 p.m. ET. Investors can access the presentation on our Web site at www.irwaddell.com
Feb 12, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces January 31, 2018 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $84.3 billion for the month ended January 31, 2018, compared to $81.1 billion on December 31, 2017.
Jan 30, 2018 08:10 am ET
Waddell & Reed Financial, Inc. Class A to Host Earnings Call
NEW YORK, NY / ACCESSWIRE / January 30, 2018 / Waddell & Reed Financial, Inc. Class A (NYSE: WDR) will be discussing their earnings results in their Q4 Earnings Call to be held on January 30, 2018 at 10:00 AM Eastern Time.
Jan 30, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Reports Fourth Quarter Results
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported fourth quarter 2017 net income1 of $29.8 million, or $0.36 per diluted share, compared to net income of $53.6 million, or $0.64 per diluted share, during the prior quarter and net income of $29.0 million, or $0.35 per diluted share, during the fourth quarter of 2016.
Jan 29, 2018 07:30 am ET
Investor Expectations to Drive Momentum within The Navigators Group, Synnex, South State, Douglas Emmett, Independence Realty Trust, and Waddell & Reed Financial — Discovering Underlying Factors of In
NEW YORK, Jan. 29, 2018 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of The Navigators Group, Inc. (NASDAQ:NAVG), Synnex...
Jan 23, 2018 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce fourth quarter financial and operational results before the market opens on Tuesday, January 30, 2018 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Jan 17, 2018 06:30 am ET
Waddell & Reed Financial, Inc. Selects eGain for Omnichannel Customer Service
Asset management pioneer will deploy eGain Solve™ Suite to provide knowledge-infused, AI-guided service across phone and digital touchpoints
Jan 11, 2018 04:15 pm ET
Waddell & Reed Financial, Inc. Announces December 31, 2017 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $81.1 billion for the month ended December 31, 2017, compared to $81.4 billion on November 30, 2017.
Dec 12, 2017 04:15 pm ET
Waddell & Reed Financial, Inc. Announces November 30, 2017 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $81.4 billion for the month ended November 30, 2017, compared to $81.5 billion on October 31, 2017.
Nov 27, 2017 04:15 pm ET
Waddell & Reed Financial, Inc. Announces Retirement of Henry J. Herrmann as Chairman of the Board
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced that Henry J. Herrmann, Chairman of the Board, will retire from the company’s Board of Directors on the date of the company’s annual meeting of stockholders in April 2018. The Board of Directors has appointed Thomas C. Godlasky, an independent director of the company since July 2010, to succeed Herrmann as Chairman of the Board in 2018.
Nov 22, 2017 07:00 am ET
Waddell & Reed Financial, Inc. Announces Changes to Executive Leadership Team
Waddell & Reed Financial, Inc. (NYSE: WDR) today announced that Thomas W. Butch has stepped down as Executive Vice President and Chief Marketing Officer of Waddell & Reed Financial, Inc. and as President of Waddell & Reed, Inc. (WRI) and Ivy Distributors, Inc. (IDI). “On behalf of our Board and the leadership team, I thank Tom for his dedicated service to the company over the last 18 years and wish him much success in the future,” said Philip J. Sanders, Chief Executive Officer and Chief Investment Officer of Waddell & Reed Financial, Inc.
Nov 13, 2017 06:45 am ET
Waddell & Reed Financial, Inc. Announces October 31, 2017 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $81.5 billion for the month ended October 31, 2017, compared to $80.9 billion on September 30, 2017.
Oct 24, 2017 06:45 am ET
Waddell & Reed Financial, Inc. Reports Third Quarter Results and Announces New Capital Return Policy
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported third quarter 2017 net income1 of $38.0 million, or $0.45 per diluted share, compared to net income of $23.3 million, or $0.28 per diluted share, during the prior quarter and net income of $53.8 million, or $0.65 per diluted share, during the third quarter of 2016.
Oct 17, 2017 06:45 am ET
Waddell & Reed Financial, Inc. Provides Notice of Conference Call
Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce third quarter financial and operational results before the market opens on Tuesday, October 24, 2017 and host a conference call at 10:00 a.m. Eastern to discuss the quarterly results and answer investors’ questions.
Oct 11, 2017 04:15 pm ET
Waddell & Reed Financial, Inc. Announces September 30, 2017 Assets Under Management
Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $80.9 billion for the month ended September 30, 2017, compared to $80.3 billion on August 31, 2017.
Apr 25, 2017 06:58 pm ET
PBF Energy Set to Join S&P MidCap 400; Apollo Commercial Real Estate Finance and Waddell & Reed Financial to Join S&P SmallCap 600
NEW YORK, April 25, 2017 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600 indices effective prior to the open on Friday, April 28:

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