2014 Press Releases

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11/05/14Waddell & Reed Presenting at Bank of America/Merrill Lynch Conference
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Nov. 5, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) Chief Financial Officer Brent K. Bloss and Chief Marketing Officer Thomas W. Butch will jointly present at the Bank of America/Merrill Lynch 2014 Banking & Financial Services Conference on Wednesday, November 12, 2014, at approximately 2:20 p.m. ET. Investors can access the presentation on our Web site at www.waddell.com under the Investor Relations ta... 
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10/28/14Waddell & Reed Financial, Inc. Reports Third Quarter Results
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Oct. 28, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) today reported third quarter 2014 net income of $74.6 million, or $0.89 per diluted share, compared to net income of $83.0 million, or $0.98 per diluted share, during the previous quarter and net income of $68.4 million, or $0.80 per diluted share, during the third quarter of 2013. During the current quarter, the company recognized an intangible asset imp... 
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10/21/14Waddell & Reed Financial, Inc. Provides Notice of Conference Call
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Oct. 21, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce third quarter financial and operational results before the market opens on Tuesday, October 28, 2014. A copy of the press release, along with supplemental data schedules, will be available on the Investor Relations section of our Web site at www.waddell.com shortly after the public release of our quarterly results. T... 
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09/22/14Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Sep. 22, 2014-- The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.34 per share payable on November 3, 2014 to stockholders of record as of October 13, 2014. Waddell & Reed Financial, Inc. will announce third quarter 2014 earnings before trading begins on the New York Stock Exchange, Tuesday, October 28, 2014, fol... 
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09/10/14Waddell & Reed Presenting at RBC Conference
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Sep. 10, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) Chief Executive Officer, Henry J. Herrmann will present at the RBC Capital Markets’ Financial Institutions Conference on Wednesday, September 17, 2014, at approximately 7:30 a.m. ET. Investors can access the presentation on our Web site at www.waddell.com under the Investor Relations tab. A live Web cast of the conference will be available on our W... 
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08/08/14Ivy Investment Management Finalizes Adoption of Selector Management Fund SICAV
OVERLAND PARK, KS, Aug. 8, 2014/– Ivy Investment Management Company and Ivy Funds Distributor Inc. (together, “Ivy”) have completed a fund adoption transaction with Emerging Managers Group (“EMG”) allowing Ivy to take over responsibility as investment adviser and global distributor of the Selector Management Fund SICAV, an umbrella UCITS fund range domiciled in Luxembourg. The UCITS funds now are distributed internationally by Ivy Funds Distributor, Inc., DBA Ivy Global Investors, and ma... 
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08/04/14Waddell & Reed, Ivy Funds Add Portfolio Managers to Asset Strategy Team
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Aug. 4, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) and its affiliate Ivy Funds today named two veteran managers to its Asset Strategy portfolios, which include mutual funds and institutional accounts. The two new portfolio managers join Michael Avery in leading the Asset Strategy team, now numbering eight people. Cynthia Prince-Fox, senior vice president and portfolio manager, joins ... 
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07/29/14Waddell & Reed Financial, Inc. Reports Second Quarter Results
Operating income rose 6% sequentially and 45% year-over-year; operating margin of 30.9% Sales remain strong at $7.5 billion; inflows across all distribution channels Second quarter’s annualized organic growth rate of 3.7% exceeds last year’s 3.6% OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jul. 29, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) today reported second quarter net income of $83.0 million, or $0.98 per diluted share, compared to net ... 
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07/22/14Waddell & Reed Financial, Inc. Provides Notice of Conference Call
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jul. 22, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce second quarter financial and operational results before the market opens on Tuesday, July 29, 2014. A copy of the press release, along with supplemental data schedules, will be available on the Investor Relations section of our Web site at www.waddell.com shortly after the public release of our quarterly results. The... 
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07/09/14Waddell & Reed Names New Portfolio Manager for its High Income Funds
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jul. 9, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) announced today that William Nelson, portfolio manager of its high income mutual funds — Ivy High Income Fund, Waddell & Reed Advisors High Income Fund, Ivy Variable Insurance Portfolio High Income, and the closed-end Ivy High Income Opportunities Fund (NYSE: IVH) — has been terminated for “cause” as set forth in his employment agreement. The Company i... 
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07/08/14Burke Appointed President of Waddell & Reed, Inc.
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jul. 8, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR), has appointed industry veteran Derek D. Burke as president of Waddell & Reed, Inc., the firm’s broker/dealer, which encompasses the operations of its national network of financial advisors and is also known as Waddell & Reed Financial’s “Advisors Channel.” Burke, who will join Waddell & Reed on July 14, most recently was CEO of ... 
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06/20/14Waddell & Reed Discontinues Pursuit of Consultancy Agreement with Former Portfolio Manager
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jun. 20, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) today announced that the previously disclosed consulting agreement with former portfolio manager Ryan Caldwell has not come to fruition and is not being pursued. Caldwell, formerly co-portfolio manager of the company’s Asset Strategy portfolios—including mutual funds and institutional accounts—resigned from the firm effective June 15, 2014. At tha... 
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06/20/14Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Second Quarter Earnings Release
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jun. 20, 2014-- The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.34 per share payable on August 1, 2014 to stockholders of record as of July 11, 2014. Waddell & Reed Financial, Inc. will announce second quarter 2014 earnings before trading begins on the New York Stock Exchange, Tuesday, July 29, 2014, followed b... 
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06/18/14Waddell & Reed Financial, Inc. to Host Investor Day
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jun. 18, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) will hold an Investor Day in New York City on Wednesday, June 25, 2014 from 9:00 a.m. until approximately 1:30 p.m. Eastern Time. This event will feature presentations by several of Waddell & Reed’s executive management members. Additional information, including access to the live webcast and related presentation materials, will be avai... 
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05/27/14Asset Strategy Funds Move Position From Sands China Ltd. to Las Vegas Sands
OVERLAND PARK, Kan.--(BUSINESS WIRE)--May 27, 2014-- Ivy Asset Strategy Fund, Waddell & Reed Advisors Asset Strategy Fund and Ivy Funds Asset Strategy VIP today sold all holdings in Sands China Ltd (1928 HK) in a transaction with Merrill Lynch International. The funds concurrently established a similar position in the parent company of Sands China Ltd., Las Vegas Sands (LVS), of 16,963,601 shares. The portfolio managers noted the benefit of g... 
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05/15/14Waddell & Reed Financial, Inc., Announces Portfolio Manager Change
OVERLAND PARK, Kan.--(BUSINESS WIRE)--May 15, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) today announced that Ryan C. Caldwell, co-portfolio manager of the company’s Asset Strategy portfolios—including mutual funds and institutional accounts—has resigned and will be leaving the investment management industry. Caldwell remains as co-portfolio manager until June 15, 2014, and thereafter becomes a consultant to the company for a period of two yea... 
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04/29/14Waddell & Reed Financial, Inc. Reports First Quarter Results
Operating revenues rose 23% year-over-year; operating margin 29.9% Inflows of $4.7 billion represent annualized organic growth of 15% OVERLAND PARK, Kan.--(BUSINESS WIRE)--Apr. 29, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) today reported first quarter net income of $74.9 million, or $0.88 per diluted share, compared to net income of $78.8 million, or $0.92 per diluted share during the previous quarter and net income of $53.9 milli... 
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04/22/14Waddell & Reed Financial, Inc. Provides Notice of Conference Call
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Apr. 22, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce first quarter financial and operational results before the market opens on Tuesday, April 29, 2014. A copy of the press release, along with supplemental data schedules, will be available on the Investor Relations section of our Web site at www.waddell.com shortly after the public release of our quarterly results. The... 
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04/22/14Waddell & Reed to Open Financial Advisor Office in Plaza Vista Building
Expands presence in metro area with first Plaza location OVERLAND PARK, Kan.--(BUSINESS WIRE)--Apr. 22, 2014-- Investors throughout Kansas City now have greater access to comprehensive personal financial planning services via a new centrally located Waddell & Reed Financial Advisors office, as the firm announced plans today to open a new location on the first floor of the high-profile Plaza Vista building. Construction began this week on the ... 
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04/03/14Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of First Quarter Earnings Release
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Apr. 3, 2014-- The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.34 per share payable on May 1, 2014 to stockholders of record as of April 14, 2014. Waddell & Reed Financial, Inc. will announce first quarter 2014 earnings before trading begins on the New York Stock Exchange, Tuesday, April 29, 2014, followed by a... 
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03/21/14Two Ivy Funds, Three Waddell & Reed Advisors Funds Receive 2014 Lipper Fund Awards
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Mar. 21, 2014-- Ivy Funds and Waddell & Reed Advisors Funds this week were awarded Lipper Fund Awards for strong risk-adjusted performance from national fund research firm Thomson Reuters/Lipper. At an event in New York, the following five funds were selected for recognition among peer funds for their individual performance over indicated periods ending Dec. 31, 2013: Ivy International Core Equi... 
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03/05/14Waddell & Reed Presenting at Citi Conference
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Mar. 5, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) Chief Executive Officer, Henry J. Herrmann and Chief Financial Officer and Treasurer Brent K. Bloss will jointly present at the Citi Asset Management, Broker Dealer and Exchanges Conference on Wednesday, March 12, 2014, at approximately 9:45 a.m. ET. Investors can access the presentation on our Web site at www.waddell.com under the Investor Relations tab. ... 
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02/10/14Waddell & Reed Financial, Inc. Fund Families Again Among Top of “Best Mutual Fund Families” Rankings
Ivy Funds No. 1 over 10-year period; Waddell & Reed Advisors Funds No. 5 over one-year; Either Waddell & Reed Advisors or Ivy Funds has been in top five of 5-year ranking since 2008 OVERLAND PARK, Kan.--(BUSINESS WIRE)--Feb. 10, 2014-- Waddell & Reed Advisors Funds and Ivy Funds again both turned in a strong showing in the latest Barron’s ranking of the “Best Mutual Fund Families,” as Ivy Funds ranked No. 1 over the 10-year period and ... 
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02/04/14Waddell & Reed Financial, Inc. Reports Fourth Quarter Results
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Feb. 4, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) today reported fourth quarter net income of $78.8 million, or $0.92 per diluted share, compared to net income of $68.4 million, or $0.80 per diluted share during the previous quarter and net income from continuing operations of $52.4 million, or $0.61 per diluted share during the fourth quarter of 2012. Operating revenues of $375.0 million rose 8% ... 
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01/28/14Waddell & Reed Financial, Inc. Provides Notice of Conference Call
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jan. 28, 2014-- Waddell & Reed Financial, Inc. (NYSE: WDR) is expected to announce fourth quarter financial and operational results before the market opens on Tuesday, February 4, 2014. A copy of the press release, along with supplemental data schedules, will be available on the Investor Relations section of our Web site at www.waddell.com shortly after the public release of our quarterly results. ... 
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Please note that these press releases contained important information about Waddell & Reed Financial, Inc. when made public. Such information may become dated or incomplete over time and Waddell & Reed Financial, Inc. assumes no duty or obligation to supplement, update or correct such information.



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