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waddell & reed

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Investing Lessons from the '70s Crash
Is the rebound for real, or is it a bear trap? Have we been fundamentally wrong about stocks as investments? For answers, we asked pros who have been through it all before. ...
Tags: Financial, Investor, MoneyWatch, Financial Accounting, Professional Development, Financial Planning, Finance, Career, Bear Market, Recession, Wall Street, Stocks, S&P 500, Ivy Asset Strategy Fund, Waddell & Reed, J.P. Morgan Private Bank, Conrad de Aenlle, Market Timing
Articles 2009-04-21

Additional Resources

Waddell & Reed Financial, Inc.'s CEO Keith Tucker Will Present At The Salomon Smith Barney Fifth Annual Global Asset Management Conference
Business Editors OVERLAND PARK, Kan.--BUSINESS WIRE--Nov. 9, 2001 Tuesday, November 13, 2001, at 11:20 a.m. ET WDR (NYSE:WDR), Keith Tucker, Chairman and Chief Executive Officer of Waddell & Reed Financial, Inc. will be presenting at the Salomon Smith Barney Fifth Annual Global Asset Management Conference on Tuesday...
Tags: Global Asset Management
Research articles 2001-11-09
Waddell & Reed faces charges in variable annuity switches
Regulators charged brokerage firm Waddell & Reed on Wednesday with failing to consider the best interests of its customers when it urged them to switch variable annuities. In the biggest variable annuity enforcement action it has filed, the National Association of Securities Dealers accused the Overland Park, Kan., firm...
Tags: annuity, FINANCE, Investment, NASD, Reed
Research articles 2004-01-15
Waddell & Reed Comments
In response to a request for comment, Thomas W. Butch, chief marketing officer of Waddell & Reed, prepared the following statement: "Because we are appealing the NASD panel's ruling, we will not comment on any specific element of the hearing that already has been completed. "Our view on...
Tags: NASD
Research articles 2001-10-01
Waddell & Reed Financial, Inc's CEO Keith Tucker Will Present At The Merrill Lynch Banking and Financial Services Investor Conference
Business Editors OVERLAND PARK, Kan.--BUSINESS WIRE--Sept. 6, 2001 Monday, Sept. 10, 2001, at 10:55 a.m. ET (9:55 a.m. CT) WDR (NYSE:WDR), Keith Tucker, Chairman and Chief Executive Officer of Waddell & Reed Financial, Inc. will be presenting at the Merrill Lynch Banking & Financial Services Investor Conference...
Tags: Banking, Benefits, conference, INTERNET, investor, Merrill Lynch & Co. Inc., Waddell & Reed Financial Inc.
Research articles 2001-09-06
Product Watch: Waddell & Reed to combine Ivy and W&R funds.(News)
Waddell & Reed Financial Inc. in Overland Park, Kan., will merge several Ivy Funds into its W&R Funds, creating a single fund group that will operate under the Ivy Funds brand. Under the plan, six Ivy Funds will be merged into existing...
Tags: ING Group
Research articles 2003-03-24
Waddell & Reed case helps spotlight pitfalls of the 1035 exchange; The $18 million settlement may be wake-up call for advisers who use VAs.(News)
Byline: Gary S. Mogel NEW YORK - The recently announced $18 million settlement of variable-annuity-switching charges involving Waddell & Reed Inc., NASD and state regulators serves as a warning about the care required when advising client Byline: Gary...
Tags: advisor, annuity, NASD
Research articles 2005-05-09
Waddell & Reed walks an adviser tightrope; Expands third-party distribution channels.(News)
Byline: Rick Miller Waddell & Reed Financial Inc. is in the middle of delicate balancing act. The Overland Park, Kan., asset manager is accelerating its expansion into third-party distribution channels while simultaneously assuring ...
Tags: advisor, Merrill Lynch & Co. Inc.
Research articles 2003-05-26
Earnings Preview: Waddell & Reed Financial
Waddell & Reed Financial WDR is expected to report Q3 earnings before market open Tuesday, October 28, with a conference call scheduled for 10:00 am. Guidance Analysts are looking for EPS of 41c on revenue of $243.91M. The consensus range for EPS is 37c to 45c, while the consensus range...
Tags: Revenue, Financial, Earnings, Consensus, Seeking Alpha, Financial Accounting, Mutual Funds, Retirement Plans, Operational Accounting, Finance, Human Resources, Benefits, theflyonthewall.com, Waddell & Reed Financial Inc.
External links 2008-10-27
Jury Rejected Insurer's Claim against Kansas-Based Waddell & Reed Financial.
By Mark Davis, The Kansas City Star, Mo. Knight Ridder/Tribune Business News Mar. 19--The Alabama jury that penalized Waddell & Reed Financial Inc. $45 million on Wednesday had rejected a separate claim that echoed charges the company faces from federal regulators. ...
Tags: Alabama, annuity, FINANCE, Insurance, Investment, NASD, Reed
Research articles 2004-03-19
Waddell & Reed Faces Possible Regulatory Action on Annuity Exchanges.
By Mark Davis, The Kansas City Star, Mo. Knight Ridder/Tribune Business News Jun. 7--A national crackdown on variable annuity sales practices could lead to action against Waddell & Reed Financial Inc. in Overland Park, Kan. Waddell & Reed announced Friday...
Tags: annuity, FINANCE, Investment, NASD, United
Research articles 2003-06-07
Waddell & Reed Financial, Inc.'s CEO Keith A. Tucker Will Present at the Merrill Lynch Banking & Financial Services Investor Conference
OVERLAND PARK, Kan. -- Keith A. Tucker, Chairman and Chief Executive Officer of Waddell & Reed Financial, Inc.(NYSE:WDR) will be presenting at the Merrill Lynch Banking & Financial Services Investor Conference on Monday, November 15, 2004 at 9:40 a.m. Eastern Time. You can listen to an audio webcast of the...
Tags: banking, financial, Merrill Lynch & Co. Inc.
Research articles 2004-11-08
Waddell & Reed Financial, Inc.'s CEO Keith A. Tucker Will Present at the Merrill Lynch Banking & Financial Services Investor Conference
Business Editors OVERLAND PARK, Kan.--BUSINESS WIRE--Nov. 18, 2003 WDR (NYSE: WDR), Keith A. Tucker, Chairman and Chief Executive Officer of Waddell & Reed Financial, Inc. will be presenting at the Merrill Lynch Banking & Financial Services Investor Conference on Thursday, November 20, 2003 at 10:30 a.m. Eastern Time....
Tags: Banking, Benefits, conference, FINANCE, financial, INTERNET, Investment, investor, Merrill Lynch & Co. Inc., underwriter, Waddell & Reed Financial Inc.
Research articles 2003-11-18
Waddell & Reed Financial, Inc.'s CEO Keith A. Tucker Will Present At the Merrill Lynch Banking & Financial Services Investor Conference; Wednesday, September 4, 2002, Before Market Open
Business Editors OVERLAND PARK, Kan.--BUSINESS WIRE--Aug. 28, 2002 WDR (NYSE: WDR), Keith A. Tucker, Chairman and Chief Executive Officer of Waddell & Reed Financial, Inc. will be presenting at the Merrill Lynch Banking & Financial Services Investor Conference on Wednesday, September 4, 2002 at 10:55 a.m. Eastern Time....
Tags: Banking, Benefits, conference, FINANCE, INTERNET, Investment, investor, Merrill Lynch & Co. Inc., Waddell & Reed Financial Inc.
Research articles 2002-08-28
Zacks Analyst Blog Highlights: Forest Oil, Salix Pharmaceuticals, Genentech, Waddell & Reed and Quicksilver Resources
CHICAGO -- Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Forest Oil Corporation (NYSE: FST), Salix Pharmaceuticals Limited (Nasdaq: SLXP), Genentech,...
Tags: NYSE Euronext, blog, Genentech Inc., stock
Research articles 2008-04-14
Waddell & Reed, Regulators Exchange Accusations over Variable Annuities.
By Mark Davis, The Kansas City Star, Mo. Knight Ridder/Tribune Business News Jan. 15--KANSAS CITY, Mo. -- A three-year, behind-the-scenes dispute between Waddell & Reed Inc. and regulators over variable annuities burst into public view Wednesday when each side levied charges...
Tags: annuity, FINANCE, Investment, NASD, Reed, regulator
Research articles 2004-01-15
Judge dismisses Waddell & Reed's racketeering claims against former parent.
By Mark Davis, The Kansas City Star, Mo. Knight Ridder/Tribune Business News Aug. 24--A federal judge has thrown out civil racketeering claims Waddell & Reed Financial Inc. had levied against its former parent company and its former top officer and two directors....
Tags: annuity, director, FINANCE, Investment, NASD, Reed
Research articles 2004-08-24
Waddell & Reed Financial executive faces $21.7 million tax bill.
The Kansas City Star, Mo. Knight Ridder/Tribune Business News Sep. 9--KANSAS CITY, Mo. -- The IRS contends Waddell & Reed Financial chief executive Keith Tucker owes $21.7 million in income tax and penalties, ruling he claimed $39.2 million in "sham" tax shelter...
Tags: deduction, FINANCE, financial, Internal Revenue Service, KPMG Consulting Inc., petition, Taxes
Research articles 2004-09-09
Waddell & Reed Financial Inc. Review in Progress.
M2 PRESSWIRE-24 March 2008-The Maybach Review: Waddell & Reed Financial Inc. Review in ProgressC1994-2008 M2 COMMUNICATIONS LTD RDATE:24032008 MaybachFinancial.com is one of the fastest growing independent and unbiased research firms in the world. Investors wanting to know the truth about investing...
Tags: Benefits, equity, FINANCE, Invesco, Investment, Miller, Waddell & Reed Financial Inc.
Research articles 2008-03-24
Zacks Bull and Bear of the Day Highlights: Baker Hughes, CEMEX, General Motors, Kinder Morgan and Waddell & Reed
CHICAGO -- Zacks Equity Research highlights Baker Hughes, Inc. (NYSE: BHI) as the Bull of the Day and CEMEX S.A. (NYSE: CX) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on General Motors (NYSE: GM), Kinder Morgan Energy Partners (NYSE: KMP) and Waddell & Reed...
Tags: analysis, Bull, Cemex, FINANCE, General Motors Corp., Investment, MARKETING, newsletter, NYSE Euronext, Reed, stock
Research articles 2008-09-22
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