This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Waddell & Reed Taps BOK Financial Trust Services To Expand Trust Solutions For Clients

Waddell & Reed, Inc., one of the oldest financial planning and investment management firms in the country, has partnered with BOK Financial Corporation (NASDAQ: BOKF) to expand the advisor-friendly trust services available to its clients. For more than 75 years, Waddell & Reed has offered comprehensive financial planning and investment management guidance, and now can enhance client financial plans with the diverse trust solutions of BOK Financial, a $27 billion regional financial holding company.

The partnership allows certain Waddell & Reed financial advisors to further meet a variety of client needs by providing objective trust solutions, including personal trusts, charitable and philanthropic trust administration, special needs trusts, court created trusts, account settlement and administration, executor or co-executor management and probate management.

“We’re pleased to partner with BOK Financial to provide enhanced trust services to compliment the diverse range of investment and insurance products we offer our clients to help them meet their personal financial planning needs,” said George A. Fernandez, assistant vice president, Financial Planning Services for Waddell & Reed, Inc.

More than 130 trust administrative officers will be available to Waddell & Reed advisors for unmatched personal service. BOK Financial’s team of trust experts average 20 years of corporate trust experience each.

“As professional advisors, we know Waddell & Reed works closely with clients to create a solid financial foundation,” explained Rosemary Hueser, vice president and manager of Advisor Trust Services for BOK Financial. “Our trust officers will enhance their client relationships by providing objective trust solutions that integrate well with a comprehensive financial plan.”

Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the United States through its network of nearly 1,800 financial advisors. Waddell & Reed, Inc. also serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, Inc. and InvestEd Portfolios, Inc. It is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had approximately $114 billion in total assets under management at Sept. 30, 2013. Waddell & Reed Financial, Inc. and Waddell & Reed, Inc. are not related to or affiliated with BOK Financial.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.74 0.00%
FB $117.58 0.00%
GOOG $693.01 0.00%
TSLA $240.76 0.00%
YHOO $36.60 0.00%


Chart of I:DJI
DOW 17,773.64 -57.12 -0.32%
S&P 500 2,065.30 -10.51 -0.51%
NASDAQ 4,775.3580 -29.9330 -0.62%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs