Waddell & Reed, Inc.
In their words
“A multi-year decline, ending the last quarter of 2020 with positive net AUA flows and positive net advisor growth · Advisor net promoter score – continued significant improvement in advisor net promoter score throughout 2020 · Hired industry veteran to…”
“Waddell & Reed's new client experience leader contributed to a 20% increase in client NPS.”
NPS disclosures (2)
…a multi-year decline, ending the last quarter of 2020 with positive net AUA flows and positive net advisor growth · Advisor net promoter score – continued significant improvement in advisor net promoter score throughout 2020 · Hired industry veteran to…
Waddell & Reed's new client experience leader contributed to a 20% increase in client NPS.
Retention disclosures (0)
No retention figures yet.
Lighthouse companies in Payments, wealth & financial services
About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.