Teresa Bailey

Senior Wealth Strategist and Director of Development

Teresa Bailey is a Senior Wealth Strategist and Director of Development at Waddell & Associates, orchestrating the financial affairs of clients and building the W&A brand.

Evergreen

Helping clients fall in love with their finances

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

By Teresa Bailey

February 14

TRENDING

Regulation and compliance

High court kneecaps Biden's policy agenda

The court made it tougher for the administration to defend regulations it issued in recent months to tackle climate change, forgive student debt, crack down on so-called junk fees and write tax regulations.

By Courtney Rozen

35m ago
Investment strategies

BlackRock aims to 'index the private markets'

CEO Larry Fink predicts will prove the key to 'democratizing' alternative investments.

By Silla Brush

1h ago
Technology

Tech spotlight: iCapital's plans to plug alternative investments in portfolios globally

iCapital's Jason Broder talks about the fintech's massive expansion to help advisors implement alternative investments in traditional portfolio management.

By Rachel Witkowski

July 1