As a follow-up to our previously sent email regarding the recent Waddell & Reed announcement, we would like to provide some further clarification.
Your best interests remain our top priority. We have sincerely valued your steadfast dedication to us over the years. We hope it has always been apparent that our primary focus and core philosophy is that all actions taken by us are to be in your best interests. This announcement will not change the fact that your well-being is first and foremost in our thoughts.
So, what happens now, and what might you experience? You are not required to do anything at this time. Waddell & Reed and LPL expect this acquisition to take place in mid-2021. We will share more information with you as we near an official transition date. Full access to your accounts and our team will not change. We will continue to be the advisors on your accounts.
We will keep you informed. You can expect complete transparency and assistance from our team. As we learn more, we will be sure to share our insights with you. Please continue to monitor your mail and email for any communications. You can also check our LinkedIn profiles and our Facebook page for any posts and our website for any news updates.
We anticipate that you may have questions and our team will continue to be here for you. Please feel free to reach out to us with a call, or as we get into the New Year, feel free to drop by our new office space and join us for a cup of coffee and conversation. As a reminder, our direct phone number is 402-417-7484.
Happy Holidays,
Phyllis, Rebekah, Troy, Derik, Haley, Rose, Ciro, and Sam