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Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas, and was planning a move back to Downtown Kansas City before the company was sold.
Here you can access: Past transactions, statements, and tax information for your Waddell & Reed Brokerage and Ivy Investments accounts. New LPL accounts and WealthVision wealth-planning tool. Pershing Account.
Apr 30, 2021 · SAN DIEGO – April 30, 2021 – LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, a leading platform provider and partner to financial advisors, today announced the closing of its acquisition of the wealth management business of Waddell & Reed Financial, Inc. (“Waddell & Reed ...
Dec 2, 2020 · Waddell & Reed’s wealth management business to LPL Financial for $300 million. Long-term partnership between LPL Financial and Macquarie will provide existing Waddell & Reed advisors and clients with continuity, as well as longer-term opportunities through partnership with a leading international asset manager
Apr 30, 2021 · Macquarie Asset Management (MAM), the asset management division of Macquarie Group (ASX: MQG; ADR: MQBKY), today announced the completion of its acquisition of Waddell & Reed Financial, Inc. (NYSE: WDR), one of the oldest asset and wealth management companies in the United States.
Dec 3, 2020 · The purchase of Waddell & Reed is “a quality acquisition” for LPL and has “substantial benefits” for W&R’s advisors, according to Jon Henschen, head of the recruiting firm Henschen ...
Apr 30, 2021 · Macquarie Asset Management, the asset management division of Macquarie Group, today announced the completion of its acquisition of Waddell& Reed Financial, Inc., one of the oldest asset and...
Dec 7, 2020 · Last week, asset manager Macquarie announced it would acquire asset management firm and broker/dealer Waddell & Reed, then sell the firm’s b/d business to LPL Financial for $300 million at close.
Apr 30, 2021 · MAM will retain Waddell & Reed Financial, Inc.’s asset management business, bringing $US76 billion in assets under management.
Apr 30, 2021 · Over 900 Waddell & Reed advisors have committed to join LPL’s platform. Collectively, the advisors serve approximately 95% of the $71B of client assets comprising Waddell & Reed’s wealth...
