$WDR News

Last published 5y ago

5y agoLPLA MQBKY WDRMacquarie Group Completes Acquisition of Waddell & Reed Financial, Inc.Business WireWaddell & Reed wealth management platform sold to LPL Financial Macquarie Asset Management (MAM), the asset management division of Macquarie Group ((ASX: MQG, OTC:MQBKY), today announced the completion of its acquisition of Waddell & Reed Financial,
5y agoEA G GLUU GNW+3Genpact Set to Join S&P MidCap 400; Unitil & Genworth Financial to Join S&P SmallCap 600PR NewswireNEW YORK, April 27, 2021 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600 effective prior to the opening of trading on Monday, May 3: Genpact Limited (NYSE:G) will replace Genworth Financ
5y agoWDRWaddell & Reed Financial, Inc. Announces March 31, 2021 Assets Under Management, Assets Under Administration and Advisor CountBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
5y agoBCOR FOCS WDRAncora Issues Important Letter to Blucora StockholdersBusiness WireCLEVELAND--(BUSINESS WIRE)--Ancora Holdings, Inc. (together with its affiliates, “Ancora”), which collectively with the other participants in its solicitation beneficially owns approximately 3.4% of the outstanding common stock of Blucora, Inc. (NASDAQ: BCOR) (“Blucora” or the “Company”), today issued the below letter to stockholders regarding the Company’s ineffective strategy during the six-year ...
5y agoWDRWaddell & Reed Financial, Inc. Announces February 28, 2021 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
5y agoWDRWaddell & Reed Financial, Inc. Declares Quarterly DividendBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
5y agoWDRWaddell & Reed Financial, Inc. Announces January 31, 2021 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
5y agoWDRWaddell & Reed Financial, Inc. Reports Fourth Quarter ResultsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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 $ ...
5y agoWDRWaddell & Reed Financial, Inc. Announces December 31, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
5y agoWDRWaddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings ReleaseBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
5y agoWDRWaddell & Reed Financial, Inc. Announces November 30, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
5y agoGV WDR INFO DLMoore Kuehn Encourages GV, WDR, INFO, and DL Investors to Contact Law FirmPR NewswireMoore Kuehn, PLLC, a securities litigation law firm located on Wall Street in downtown New York City, is investigating potential claims concerning...
5y agoGS WFC LPLA BLK+3Most Powerful Woman in Australia Finance Puts Stamp on MacquarieBloombergShemara Wikramanayake, the most powerful woman in Australian finance, spent more than six months stalking her first big deal as Macquarie Group Ltd.’s chief executive officer.
5y agoLPLA WDRMacquarie Buys Waddell & Reed to Expand U.S. Asset ManagementBloombergMacquarie Group Ltd. has agreed to buy Waddell & Reed Financial Inc. for $1.7 billion to expand its U.S. asset management business.
5y agoLPLA WDRLPL Financial to Acquire Waddell & Reed’s Wealth Management Business and Enter Into Long-Term Partnership With MacquarieGlobeNewswireMacquarie to acquire Waddell & Reed Financial, Inc. and upon closing sell Waddell & Reed’s wealth management business to LPL Financial for $300 million Long-term partnership between LPL...
5y agoWDR LPLAMacquarie Group to Acquire Waddell & Reed Financial, Inc. for $1.7 BillionBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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 bill ...
6y agoWDRWaddell & Reed Financial, Inc. Reports Third Quarter ResultsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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. ...
6y agoWDRWaddell & Reed Financial, Inc. Provides Notice of Conference CallBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Announces September 30, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed, Inc. Appoints Industry Veteran to Lead Advisor & Client ExperienceBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings ReleaseBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed, Inc. Adds 10 Experienced AdvisorsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Announces August 31, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDREnhanced Ivy InvestEd 529 Plan Expands Number of Portfolios and Adds Investment OptionsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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:
6y agoWDRWaddell & Reed Financial Appoints Meltzer as Chief Technology OfficerBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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 technol ...
6y agoWDRWaddell & Reed Financial, Inc. Announces July 31, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Reports Second Quarter ResultsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial Expands Financial Literacy Program Partnership with Rock The Street, Wall StreetBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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 initiatives, Lincoln College Preparatory Academy becomes ...
6y agoWDRWaddell & Reed Financial, Inc. Provides Notice of Conference CallBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Announces June 30, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed, Inc. Continues Strong Recruiting as Nine Experienced Advisors AffiliateBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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 ...
6y agoWDRWaddell & Reed Financial, Inc. Appoints Two Industry Veterans Focused on Data Analytics and Inorganic Growth StrategiesBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Second Quarter Earnings ReleaseBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed, Inc. Goes Virtual with 2020 Vision ConferenceBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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 ...
6y agoWDRWaddell & Reed Financial, Inc. Announces May 31, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed, Inc. Expands Digital Platform for Advisor Data AccessBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Announces April 30, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed, Inc. Adds Four Experienced AdvisorsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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 nat ...
6y agoWDRWaddell & Reed Financial, Inc. Board Member Kosloff to RetireBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Reports First Quarter ResultsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Provides Notice of Conference CallBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Announces March 31, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRGuardsmen Remain Adaptable in Face of CoronavirusU.S. Department of WarMore than 28,000 National Guardsmen are helping to fight the coronavirus across America, the chief of the National Guard Bureau said. Air Force Gen. Joseph L. Lengyel and Army Brig. Gen. D. Keith Waddell, Louisiana's adjutant general, remotely briefed Pentagon reporters yesterday on the Guard's contribution to the fight. Pentagon Briefing Air Force Lt. Col. Robert Carver moderates a news conferenc ...
6y agoWDR MNIPress Briefing by Chief of the National Guard Bureau General Joseph Lengyel and Louisiana Adjutant General Brigadier General Keith WaddellU.S. Department of WarGENERAL JOSEPH L. LENGYEL: OK, very good, very good. Well, I'll just go with some of my opening remarks. And I've got with me Brig. Gen. Keith Waddell, the adjutant general of Louisiana, who will also join me on the call today and he'll have some remarks following mine. And then we'll be happy to take your questions. So kind of give you a rundown of where we are. First, let me say thanks to all of ...
6y agoWDRWaddell & Reed Financial, Inc. Will Hold Virtual Annual Meeting in 2020Business WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed, Inc. Adds Financial AdvisorsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of First Quarter Earnings ReleaseBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial Expands Diversity & Inclusion Initiatives and PartnershipsBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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:
6y agoWDRWaddell & Reed Financial, Inc. Announces February 29, 2020 Assets Under ManagementBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
6y agoWDRWaddell & Reed Financial, Inc. Appoints New Directors, Further Broadening Experience and Diversity of Corporate BoardBusiness WireOVERLAND PARK, Kan.--(BUSINESS WIRE)--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: