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About
Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates its business through three distinct distribution channels: Advisors channel, Wholesale channel and Institutional channel. The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients. The Wholesale channels activities include retail fund distribution through brokers and dealers, registered investment advisors and retirement and insurance platforms. The Institutional channel manages assets in a variety of investment styles for a variety of types of institutions. The company was founded in 1937 and is headquartered in Overland Park, KS. | |||
Description
Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management and advisory, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners' variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas. |