| Date | Title | | | 12/15/05 | Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release| OVERLAND PARK, Kan., Dec. 15 /PRNewswire-FirstCall/ -- The Board of
Directors of Waddell & Reed Financial, Inc. approved a quarterly dividend on
its Class A common stock (NYSE: WDR) of $0.15 per share payable on February 1,
2006 to stockholders of record as of January 6, 2006.
Waddell & Reed Financial, Inc. will announce fourth quarter 2005 earnings
before trading begins on the New York Stock Exchange, Tuesday, January 31,
2006. Henry J. Herrmann, Chief Executive Officer, will hos... |
|  | | 12/15/05 | Waddell & Reed Settles Arbitration Case| OVERLAND PARK, Kan., Dec. 15 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR) today announced an agreement by one of its
subsidiaries, Waddell & Reed, Inc., to settle an arbitration case for
$7.9 million with a former financial advisor, Stephen Sawtelle. In
conjunction with the settlement, the parties entered into mutual releases of
all claims.
The Company expects to record a charge, net of taxes, of approximately
$3.8 million in the fourth quarter.
Throu... |
| | | 11/08/05 | Waddell & Reed Financial, Inc.'s CEO Henry J. Herrmann to Present at the 2005 Merrill Lynch Banking & Financial Services Investor Conference| OVERLAND PARK, Kan., Nov. 8 /PRNewswire-FirstCall/ -- Henry J. Herrmann,
Chief Executive Officer of Waddell & Reed Financial, Inc. (NYSE: WDR) will be
presenting at the 2005 Merrill Lynch Banking and Financial Services Investor
Conference on Thursday, November 17, 2005 at 1:50 p.m. Eastern Time. The live
audio webcast of the conference and presentation slides will be available on
the Company's website at http://www.waddell.com under the "Corporate" heading.
A replay will be availa... |
| | | 11/01/05 | Waddell & Reed Financial, Inc. Reports Third Quarter Results| OVERLAND PARK, Kan., Nov. 1 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR) reported third quarter net income of
$24.5 million, or $0.30 per diluted share, compared to net income of
$23.4 million, or $0.29 per diluted share in last year's third quarter and a
net loss of $7.1 million, or $0.09 per diluted share in the second quarter of
2005. This year's third quarter includes a tax benefit relating to a change
in determination of the deductibility of certain legal ... |
| | | 10/13/05 | Waddell & Reed Donates $200,000 to Hurricane Victims| Employees and Advisors Donate $100,000, Company Matches Total Sent
to American Red Cross, Salvation Army
OVERLAND PARK, Kan., Oct. 13 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR) -- Waddell & Reed employees and financial advisors
over the last month have collected $100,000 to aid victims of hurricanes
Katrina and Rita, and this week the company matched that amount, sending
$200,000 to continue to help provide food, medical suppl... |
| | | 09/20/05 | Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release| OVERLAND PARK, Kan., Sept. 20 /PRNewswire-FirstCall/ -- The Board of
Directors of Waddell & Reed Financial, Inc. approved a quarterly dividend on
its Class A common stock (NYSE: WDR) of $0.15 per share payable on November 1,
2005 to stockholders of record as of October 7, 2005.
Waddell & Reed Financial, Inc. will announce third quarter 2005 earnings
before trading begins on the New York Stock Exchange, Tuesday, November 1,
2005. Henry J. Herrmann, Chief Executive Officer... |
| | | 09/07/05 | Waddell & Reed Financial, Inc.'s CEO Henry J. Herrmann to Present at the Lehman Brothers 2005 Financial Services Conference| OVERLAND PARK, Kan., Sept. 7 /PRNewswire-FirstCall/ -- Henry J. Herrmann,
Chief Executive Officer of Waddell & Reed Financial, Inc. (NYSE: WDR) will be
presenting at the Lehman Brothers 2005 Financial Services Conference on
Tuesday, September 13, 2005 at 2:20 p.m. Eastern Time. The live audio webcast
of the conference and presentation slides will be available on the Company's
website at http://www.waddell.com under the "Corporate" heading. A replay
will be available on the Company's webs... |
| | | 07/26/05 | Waddell & Reed Financial, Inc. Reports Second Quarter Results| Overland Park, Kan., July 26 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR) reported second quarter net loss of $7.1 million,
or $0.09 per diluted share, compared to net income of $22.8 million, or $0.28
per diluted share in the first quarter of 2005 and $25.2 million, or $0.31 per
diluted share in last year's second quarter. This year's second quarter
includes the following pre-tax charges as previously announced: $20.5 million
for the settlement with the NASD and ... |
| | | 06/27/05 | Waddell & Reed Appoints Lister Chief Regulatory Officer Of its Distribution Entities| OVERLAND PARK, Kan., June 27 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR), today announced that Terry L. Lister has been
appointed Chief Regulatory Officer ("CRO") of its two broker-dealer
subsidiaries, Waddell & Reed, Inc. and Ivy Funds Distributor, Inc.
As CRO for both entities, Lister will oversee the compliance process for
Waddell & Reed's proprietary advisors sales channel as well as its wholesaling
activities. He will be involved at a senior level in sal... |
| | | 06/20/05 | Waddell & Reed Appoints Michael Avery Chief Investment Officer| Matthew Norris Named Director of Equity Research
OVERLAND PARK, Kan., June 20 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR) today announced that Michael L. Avery, a 24-year
veteran of the Company's investment management team, has been appointed Senior
Vice President and Chief Investment Officer. He also was named Executive Vice
President and Chief Investment Officer of Waddell & Reed Investment Management
Company ("WRIMCO") and Ivy Investment Management Company... |
| | | 06/17/05 | Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Second Quarter Earnings Release| OVERLAND PARK, Kan., June 17 /PRNewswire-FirstCall/ -- The Board of
Directors of Waddell & Reed Financial, Inc. approved a quarterly dividend on
its Class A common stock (NYSE: WDR) of $0.15 per share payable on August 1,
2005 to stockholders of record as of July 11, 2005.
Waddell & Reed Financial, Inc. will announce second quarter 2005 earnings
before trading begins on the New York Stock Exchange, Tuesday, July 26, 2005.
Henry J. Herrmann, Chief Executive Officer, will host a confer... |
| | | 05/25/05 | Waddell & Reed Financial, Inc. Announces Executive Management Changes| OVERLAND PARK, Kan., May 25 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR) announced today that Keith A. Tucker has stepped
down from the positions of chairman of the board and chief executive officer.
"My thirteen-plus years with the Company have been one of the longest
stints of all my diverse professional experiences," Tucker stated. "In many
ways, these years have been among the most challenging, but also the most
rewarding because of my association with a ... |
| | | 04/29/05 | Waddell & Reed Settles NASD, Torchmark Litigation| OVERLAND PARK, Kan., April 29 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial, Inc. (NYSE: WDR) today announced agreements to settle litigation
with the NASD and a consortium of states relating to variable annuity sales
practices; and an agreement in principle to settle major litigation with
Torchmark Corporation.
Total expenses for these settlements are estimated at $32.5 million. The
Company estimates that the pre-tax charge in this quarter to record expenses
of these settleme... |
| | | 04/26/05 | Waddell & Reed Financial, Inc. Reports First Quarter Results|
-- Record quarterly gross and net sales in non-proprietary channel -
net sales already at 86% of full-year 2004 level
-- Ivy Funds ranked 8th fastest growing firm in 2004 based on change in
assets under management
-- Net outflows in Advisors channel decline sequentially on lower
redemptions
-- Sales per advisor improves 6% from fourth quarter levels
OVERLAND PARK, Kan., April 26 /PRNewswire-FirstCall/ -- Waddell & Reed
Financial... |
| | | 03/29/05 | Missouri Securities Division Order Vacated by Court; Waddell & Reed Resumes Full Activities in the State| OVERLAND PARK, KS, March 29/PRNewswire/ – Waddell & Reed Financial, Inc. today announced that one of its broker/dealer subsidiaries, Waddell & Reed, Inc., on behalf of itself and all of its officers, directors and financial advisors, has obtained a Temporary Restraining Order barring the Missouri Securities Division from enforcing its order suspending the securities activity of Waddell & Reed, Inc. in Missouri. As a result of the Order, Waddell & Reed, Inc. is immediately resuming its full brok... |
| | | 03/18/05 | Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of First Quarter Earnings Release| OVERLAND PARK, Kan., March 18 /PRNewswire-FirstCall/ -- The Board of
Directors of Waddell & Reed Financial, Inc. approved a quarterly dividend on
its Class A common stock (NYSE: WDR) of $0.15 per share payable on May 2, 2005
to stockholders of record as of April 8, 2005.
Waddell & Reed Financial, Inc. will announce first quarter 2005 earnings
before trading begins on the New York Stock Exchange, Tuesday, April 26, 2005.
Keith A. Tucker, Chairman and Chief Executive Officer, will host... |
| | | 01/27/05 | Waddell & Reed Financial, Inc. Reports Fourth Quarter Results|
- Diluted earnings per share of $0.31 for the quarter; $1.25 for the
year
- Financial advisors head count growth of 7% since June 30, 2004
- Investment product sales in Advisors channel improves 18% over the
third quarter of 2004
- Sales per advisor improves 16% over the third quarter of 2004
- Non-proprietary sales reach highest level since inception; 52% higher
than third quarter of 2004
- Relative investment perfo... |
| |
|
Print Page | 
E-mail Page | 
RSS Feeds | 
E-mail Alerts | 
IR Contacts | 
Financial Tear Sheet