Waddell & Reed Financial

Worst mutual fund performance compared to benchmarks

Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.

Mutual funds Lee Conrad July 6, 2017

Mutual funds Lee Conrad July 6, 2017
FP50 2017: Which IBDs have the most women advisors?

None of the FP50 are close to equalizing their ranks of men and women.

Independent BDs Ann Marsh June 25, 2017

Independent BDs Ann Marsh June 25, 2017
Advisors with $227M in combined AUM join Waddell & Reed

The independent broker-dealer landed four recruits from Merrill Lynch, Edward Jones, Wunderlich Securities and Ameriprise.

Career moves Michelle Zhou October 11, 2016

Career moves Michelle Zhou October 11, 2016
Advisers on the move: Stifel lands $3.9B team

Plus, Benjamin F. Edwards and Ameriprise each add recruits with more than $600M in combined AUM, and Morgan loses a $500M group.

Advisors on the move Nicholas Yeap August 22, 2016

Advisors on the move Nicholas Yeap August 22, 2016
Advisers with $290M AUM join Waddell & Reed

The regional broker landed three recruits from First Allied Securities, Edward Jones and U.S. Bank.

Recruiting Michelle Zhou August 3, 2016

Recruiting Michelle Zhou August 3, 2016