UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): FEBRUARY 28, 2000 Commission File Number 001-13913 WADDELL & REED FINANCIAL, INC. (Exact name of registrant as specified in its charter) DELAWARE 51-0261715 (State or other (IRS Employer jurisdiction of Identification No.) incorporation) 6300 LAMAR AVENUE OVERLAND PARK, KANSAS 66202 (Address of principal executive offices) (Zip Code) (913) 236-2000 (Registrant's telephone number including area code) Not Applicable (Former name or former address, if changed since last report) Item 5. Other Events. In a press release dated February 28, 2000, Waddell & Reed Financial, Inc. announced that it had agreed to acquire the Legend Group of Companies, a privately held mutual fund distribution and retirement planning company based in Palm Beach Gardens, Florida. A copy of the press release is attached hereto as an exhibit and is incorporated by reference herein. Item 7. Financial Statements and Exhibits. (c) Exhibits. EXHIBIT NO. EXHIBIT - ----------- ------- 99 Press Release of Waddell & Reed Financial, Inc. dated February 28, 2000. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. WADDELL & REED FINANCIAL, INC. By: /s/ John E. Sundeen, Jr. ----------------------------------- Name: John E. Sundeen, Jr. Title: Senior Vice President and Chief Financial Officer Date: February 28, 2000 INDEX TO EXHIBITS EXHIBIT NO. EXHIBIT PAGE ----------- ------- ---- 99 Press Release of Waddell & Reed Financial, Inc. dated February 28, 2000.