WADDELL & REED FINANCIAL INC
DelistedCIK 1052100fmd_1EFNJ59FBBRDF67VW98DCKA86YFinance, Insurance and Real Estate · Security Brokers, Dealers & Flotation CompaniesTemplate: Capital markets
Coverage: Jan 01, 2008 to Mar 31, 2021, 49 periods
| Line item | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total revenues | 1,123 | 1,174 | 1,370 | 1,598 | 1,517 | 1,239 | 1,157 | 1,160 | 1,070 | 1,049 |
| Commissions and fees | 469 | 496 | 583 | 679 | 664 | 562 | 519 | – | – | – |
| Realized investment gains (losses) | – | – | – | – | (1) | (2) | 7 | – | – | – |
| Asset management and advisory fees | 531 | 549 | 650 | 768 | 710 | 557 | 532 | – | – | – |
| Total operating expenses | 836 | 871 | 986 | 1,113 | 1,114 | 980 | 937 | 938 | 925 | 955 |
| Compensation and benefits | 157 | 172 | 198 | 194 | 209 | 268 | 271 | 263 | 255 | 279 |
| Operating income | 286 | 302 | 385 | 484 | 403 | 259 | 220 | 222 | 146 | 95 |
| Interest expense | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 6 | 6 | 6 |
| Other non-operating income (expense) | 2 | 10 | 20 | 17 | (5) | (8) | 37 | 23 | 19 | 14 |
| Income before taxes | 277 | 301 | 393 | 490 | 387 | 240 | 246 | 238 | 158 | 103 |
| Income tax expense | 105 | 108 | 140 | 177 | 149 | 82 | 101 | 55 | 41 | 30 |
| Net income from continuing operations | 172 | 193 | 253 | 313 | 246 | 158 | 144 | 183 | 117 | 73 |
| Net income | – | – | – | 313 | 238 | 157 | 141 | 184 | 115 | 70 |
| Net income to common shareholders | 175 | 151 | 253 | 313 | 246 | 147 | – | – | – | – |