Ameriprise Financial, Inc. (N:AMP)
Business Focus: Investment Management & Fund Operators
Apr 22, 2024 04:08 pm ET
Ameriprise Financial Reports First Quarter 2024 Results, Raises Quarterly Dividend 10 Percent
Ameriprise Financial, Inc. (NYSE: AMP):
Apr 17, 2024 06:00 am ET
American Couples Have Shared Goals for Retirement, but Haven’t Nailed Down the Details: New Research from Ameriprise Financial
American investors in committed relationships overwhelmingly trust their spouses or partners on money matters (95%) and share similar goals for retirement (93%), but some haven’t reached consensus on emotionally-charged decisions such as how much they need to save or what will happen to their money after they pass away, according to new research released today by Ameriprise Financial (NYSE: AMP).
Apr 16, 2024 12:22 pm ET
Ameriprise Financial Motivates and Empowers Women at Its 7th Annual Women Advisor Summits
More than 750 advisors, staff members and corporate leaders from Ameriprise Financial (NYSE: AMP) recently gathered in Orlando, FL and Atlanta, GA for the firm’s seventh annual Women Advisor Summits. Two separate three-day events featured powerful keynote speakers, best practices from top women advisors and Ameriprise executives, and breakout sessions focused on creating a differentiated client experience while growing and expanding advisors’ practices.
Apr 10, 2024 10:00 am ET
Kinecta Federal Credit Union Moves its Wealth Management Program to Ameriprise Financial
Ameriprise Financial (NYSE: AMP) today announced Kinecta Federal Credit Union, a member-owned financial institution, will transition the support of Kinecta Wealth Management from LPL Financial to the Ameriprise Financial Institutions Group (AFIG). Kinecta Wealth Management includes approximately 20 financial advisors with more than $2 billion in assets with offices in California and New York. The conversion is expected to be complete by the end of 2024.
Apr 09, 2024 09:30 am ET
Advisor With Over $100 Million in Assets Joins Ameriprise to Elevate the Experience He Delivers for Clients
Financial advisor Joe Chairez MBA, CFP®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from J.P. Morgan Securities with $105 million in assets in Dallas, Texas.
Apr 08, 2024 04:10 pm ET
Ameriprise Financial Announces Schedule for First Quarter 2024 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its first quarter 2024 financial results on Monday, April 22, 2024 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Tuesday, April 23, 2024 at 9:00 a.m. ET.
Mar 28, 2024 02:00 pm ET
68 Ameriprise Financial Advisors Named to the Barron’s “Top 1,200 Financial Advisors” List
Ameriprise Financial (NYSE: AMP) today announced that 68 of its financial advisors were named to the 2024 Barron’s “Top 1,200 Financial Advisors” list. Barron’s recognizes the industry’s top advisors according to several factors including professionalism, philanthropic work and success in the business. The rankings are based on data provided by more than 6,000 of the nation’s most productive advisors.
Mar 18, 2024 02:08 pm ET
Ameriprise Financial Earns Technology Innovation Award for its Exclusive eMeeting Capability
Ameriprise Financial (NYSE: AMP) today announced it received the Bank Insurance and Securities Association (BISA) Technology and Innovation Award for its exclusive
Mar 12, 2024 09:00 am ET
Columbia Ultra Short Term Bond Fund Celebrates 20-Year Anniversary
Columbia Threadneedle Investments today announced that the Columbia Ultra Short Term Bond Fund is celebrating its 20-year anniversary. Since inception, the fund has generated consistent long-term performance and provided daily NAV stability with minimal total return volatility.1
Mar 12, 2024 09:00 am ET
The NFL Players Association Selects Ameriprise Financial as an Institutional Financial Advisor
Ameriprise Financial (NYSE: AMP) today announced that it has been named an Institutional Financial Advisor of the National Football League Players Association (NFLPA), the official union of professional football players. With this program, designated Ameriprise financial advisors will work one-on-one with current and retired NFL players to provide holistic financial advice and help them reach their goals in their years on and off the field.
Feb 28, 2024 11:08 am ET
Advisor Team with $320 Million in Assets Joins Ameriprise Financial for Advisor-Client Experience and Practice Management Tools and Expertise
Financial advisors Jim Guthrie CFP®, CRPC™, MBA and Stephen Rouner recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with $320 million in client assets in Tacoma, Washington. The advisors are joined by Registered Client Service Associate Nick Vanderlinda and their practice operates under the name Guthrie Rouner Group.
Feb 26, 2024 03:21 pm ET
Ameriprise Financial Recognized by Forbes as One of “America’s Best Large Employers” for the Fourth Year in a Row
Ameriprise Financial (NYSE: AMP) has been named by Forbes as one of “America’s Best Large Employers” for the fourth consecutive year. The 2024 list ranks the top 600 U.S. companies that are most highly recommended by their employees as a great place to work.
Feb 26, 2024 09:00 am ET
Columbia Threadneedle Enters CLO Equity Investment Agreement with Jefferies-led Consortium
Columbia Threadneedle Investments (“Columbia Threadneedle”) today announced that it has entered into a strategic investment agreement to grow its CLO platform with a consortium of investors arranged by Jefferies (“the Consortium”) that includes Columbia Threadneedle’s parent company, Ameriprise Financial.
Feb 14, 2024 03:22 pm ET
156 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors Best-In-State List
Ameriprise Financial Inc. (NYSE: AMP) announced that 156 of the firm’s financial advisors were named to the Forbes “Top Women Wealth Advisors Best-In-State” list. Forbes recognizes the industry’s top women advisors according to several factors, which include levels of ethical standards, professionalism, success in the business and client retention. The rankings are finalized based on data provided by thousands of the nation’s most accomplished women advisors.
Feb 14, 2024 12:10 pm ET
Ameriprise Financial Hosts “Career Compass” Events Designed to Help Women Explore Careers in the Financial Services Industry
As part of its commitment to being the firm of choice for women financial advisors, Ameriprise Financial (NYSE: AMP) is hosting events aimed at attracting more women into careers in the financial services industry. Ameriprise “Career Compass” events are designed to help women with varying levels of experience explore a career as financial advisors or consider other rewarding positions that can help clients secure their financial future. Women who are seeking to make a career change or re-enter the workforce after time away are invited to join. Recent or soon-to-be college graduates interested
Feb 12, 2024 01:13 pm ET
Ameriprise Financial, Along with its Employees and Advisors, Donated More than $16.5 Million in 2023
Ameriprise Financial, Inc. (NYSE: AMP) and its employees and advisors donated more than $16.5 million through corporate grants, individual donations and gift matching in 2023. Continuing its ongoing commitment to helping individuals meet basic needs, the firm funded nonprofits with a focus on hunger, shelter and economic stability. Throughout the year, Ameriprise employees and advisors logged nearly 63,000 volunteer hours supporting causes and organizations that help build strong communities. In addition, the company continued its longstanding partnership with Feeding America, providing more t
Jan 31, 2024 12:30 pm ET
Advisor Team with Over $525 Million in Assets Joins Ameriprise Financial for Independence and Client-Focus
Pacific Crest Planning, a wealth management practice managing over $525 million in client assets, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from RBC Capital Markets, LLC in Kennewick, Wash. Private wealth advisor Ryan Sullivan CFP®, CLU®, ChFC® leads the team, which includes private wealth advisor Kyle Blodgett, CFP®, financial advisors Niles Gale and Landra Macy, and four support staff members.
Jan 29, 2024 12:00 pm ET
Advisor With $130 Million in Assets Joins Ameriprise Financial for Client Service Focus and Flexibility
Financial advisor Lance Lively, AAMS™, MBA recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Sand Springs, Oklahoma with nearly $130 million in client assets.
Jan 24, 2024 04:10 pm ET
Ameriprise Financial Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.35 per common share payable on February 27, 2024 to shareholders of record at the close of business on February 9, 2024.
Jan 24, 2024 04:08 pm ET
Ameriprise Financial Reports Fourth Quarter 2023 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Jan 24, 2024 10:42 am ET
Ameriprise Attracts Advisor with More Than $100 Million in Assets to its Financial Institutions Channel for Client-Centric Culture
Ameriprise Financial, Inc. (NYSE: AMP) announced today that financial advisor Roberto Vargas has moved his practice from J.P. Morgan Securities, Inc. where he managed over $100 million in client assets. Vargas chose to join Centennial Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC within the Ameriprise Financial Institutions Group (AFIG) in Jupiter, Florida which provides advice and investment services to Centennial Bank branches in Florida, Arkansas, New York, and Alabama.
Jan 22, 2024 10:34 am ET
Advisor with $110 Million in Assets Joins Ameriprise Financial for Independence and Personalized Support
Financial advisor Bill Peacock, MBA recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial in San Angelo, Texas with more than $110 million in client assets.
Jan 19, 2024 09:24 am ET
321 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List
Ameriprise Financial Inc., (NYSE: AMP) announced that 321 of the firm’s financial advisor teams were named to the Forbes list of Best-in-State Wealth Management Teams. Forbes recognizes the industry’s top teams according to several factors, which include quality of their practices, professionalism and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.
Jan 10, 2024 10:30 am ET
Ameriprise Financial Announces Schedule for Fourth Quarter 2023 Investor Conference Call
Live audio of the conference call, presentation slides and an audio replay will be available on the Ameriprise Financial Investor Relations website at ir.ameriprise.com.
Jan 08, 2024 11:56 am ET
Advisor with Over $100 Million Assets Joins Ameriprise Financial for Financial Planning Focus and Growth Opportunities
Financial advisor Bruce Kunkle MBA, CFP®, RICP®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo with over $100 million in assets in Conshohocken, Pennsylvania. Kunkle joined Ameriprise for comprehensive financial solutions and growth opportunities.
Dec 04, 2023 11:20 am ET
Advisor with Over $730 Million in Assets Joins Ameriprise for Strength in Comprehensive Financial Planning and Advice Capabilities
Financial advisor F. Pat Cunnane, CIMA®, MBA, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial’s Cleveland-based Masters Consulting Group where he managed approximately $733 million in client assets. Cunnane joined Fidant Wealth Partners, an established Ameriprise practice led by Ameriprise private wealth advisor Doug Kisker, CRPC™, APMA™, BFA, with offices in Cincinnati, OH, Cleveland, OH and Crestview Hills, KY.
Nov 16, 2023 10:03 am ET
Ameriprise Financial Recognized by J.D. Power for its “Outstanding Customer Service Experience” for the Fifth Consecutive Year
For the fifth year in a row, Ameriprise Financial (NYSE: AMP) has received a J.D. Power certification for delivering an “outstanding customer service experience” to its financial advisors who contact the company by phone for support. The Ameriprise Advice & Wealth Management and RiverSource call centers earned the recognition after surpassing the benchmarks in the J.D. Power Certified Customer Service ProgramSM. The program certifies contact centers across all industries that exceed the high J.D. Power standards following a rigorous evaluation and comprehensive survey of advi
Nov 15, 2023 10:28 am ET
$130 Million Advisor Team Joins Ameriprise Financial to Enhance the Experience They Deliver to Clients
Financial advisors Jason Kokaly and Brian Reiber recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Flint, Michigan with more than $130 million in client assets.
Nov 13, 2023 11:00 am ET
Parties Close Arrangement for Ameriprise to Become Comerica’s New Investment Program Provider
Ameriprise Financial, Inc. (NYSE: AMP) and Comerica, Inc. (NYSE: CMA) today announced that Ameriprise Financial Services, LLC and Comerica (through certain affiliates) have closed the arrangement in which Ameriprise has become Comerica’s new investment program provider. As such, Comerica has transitioned support of specific insurance, brokerage, and investment advisory activities to the Ameriprise Financial Institutions Group (AFIG). The new name representing this strategic relationship is Comerica Financial Advisors, powered by Ameriprise Financial.
Nov 10, 2023 01:04 pm ET
Ameriprise Financial Named a Military Friendly® Employer For Tenth Consecutive Year
Ameriprise Financial, Inc. (NYSE: AMP) today announced it was named a 2024 Military Friendly® Employer by VIQTORY, a company that connects the military community to civilian employment and educational opportunities. This is the tenth consecutive year Ameriprise has earned the distinction in recognition of its commitment to creating meaningful career paths, community outreach, brand enthusiasm and enduring partnerships with the military community.
Nov 09, 2023 02:47 pm ET
AM Best Assigns Issue Credit Rating to Ameriprise Financial, Inc.’s New Senior Unsecured Notes
AM Best has assigned a Long-Term Issue Credit Rating of “a-” (Excellent) to the recently announced $600 million, 5.7% 5-year senior unsecured notes, due Dec. 15, 2028, issued by Ameriprise Financial, Inc. (Ameriprise Financial) (headquartered in Minneapolis, MN) [NYSE: AMP]. The outlook assigned to this Credit Rating (rating) is stable. All other ratings of Ameriprise Financial and its subsidiaries are unchanged.
Nov 06, 2023 07:00 am ET
Millionaires Share Practical Financial Tips in New Research from Ameriprise Financial
What does it take to become a millionaire? New research from Ameriprise Financial (NYSE: AMP) confirms that it comes down to practical behaviors and discipline around money.
Nov 03, 2023 12:16 pm ET
AM Best Affirms Credit Ratings of Ameriprise Financial, Inc. and Its Subsidiaries
AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of RiverSource Life Insurance Company (Minneapolis, MN) and its wholly owned subsidiary, RiverSource Life Insurance Co. of New York (Albany, NY). These companies represent the key life/health (L/H) insurance subsidiaries of Ameriprise Financial, Inc. (Ameriprise) (headquartered in Minneapolis, MN) [NYSE: AMP] and are collectively known as Ameriprise Financial Group. Concurrently, AM Best has affirmed the FSR of A (Excellent) and the Long-T
Nov 02, 2023 02:30 pm ET
Ameriprise Financial and Feeding America® Join Forces to Help People in Need Ahead of the Holidays
For the 14th consecutive year, Ameriprise Financial is partnering with Feeding America®, the nation’s largest domestic hunger-relief organization, to help provide meals for families and individuals facing hunger ahead of the holiday season. On Nov. 2, more than 3,300 of the firm’s employees, advisors and clients are volunteering at the Feeding America network of local food banks and other nonprofits across the country to sort bulk food donations, stock shelves, serve meals and host food drives to make a greater impact. The event is part of the firm’s National Days of Service, which
Oct 31, 2023 01:46 pm ET
Growth Prospects Draw Father-Son Team with $235 Million in Assets From Wells Fargo to Ameriprise Financial
Financial advisors John McFadden and Matthew McFadden recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC with $235 million in assets in Mount Laurel, New Jersey.
Oct 25, 2023 04:08 pm ET
Ameriprise Financial Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.35 per common share payable on November 17, 2023 to shareholders of record at the close of business on November 6, 2023.
Oct 25, 2023 04:06 pm ET
Ameriprise Financial Reports Third Quarter 2023 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Oct 12, 2023 04:00 pm ET
Ameriprise Financial Announces Schedule for Third Quarter 2023 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its third quarter financial results on Wednesday, October 25, 2023 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, October 26, 2023 at 9:00 a.m. (ET).
Oct 02, 2023 02:38 pm ET
Advisor With $170 Million in Assets Joins Ameriprise Financial to Fulfill Growth Aspirations
Financial advisor Nicole Boulais, AAMS®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James where she managed $170 million in client assets. Boulais joined an established Ameriprise practice, The McCulla Group, in Pella, Iowa, which is led by Ameriprise private wealth advisor Matthew McCulla, CFP®.
Sep 21, 2023 11:31 am ET
Thirteen Ameriprise Financial Advisors Recognized on Barron’s "2023 Top Independent Financial Advisors" Ranking
Ameriprise Financial (NYSE: AMP) today announced that 13 of the firm’s financial advisors have been recognized on Barron’s “Top Independent Financial Advisors” ranking. Each year, Barron’s identifies the nation’s top 100 independent advisors based on various factors that contribute to success in the business. Advisors are ranked on the volume of assets overseen by advisors and their teams, revenues generated for their firms, and the quality of the advisors’ practices including a high level of ethical standards.
Sep 20, 2023 11:36 am ET
Ameriprise Financial Matching Public Donations to Feeding America Now Through Oct. 31
For the 12th consecutive year, Ameriprise Financial, Inc. (NYSE: AMP) will match donations to Feeding America® (up to $250,000) to help the more than 34 million people in America who lack consistent access to food to live healthy and comfortable lives. With the Ameriprise match, each dollar donated through October 31 will help provide 20 meals* (double the standard donation) to families and individuals in need. Participation is easy and open to the public: visit
Sep 11, 2023 12:05 pm ET
Two Established Financial Advisors Who Started in the Industry Together Team up to Form New Practice at Ameriprise Financial
Financial advisors Josh Perello, AIF® and Jimmy Guidry recently joined the independent channel of Ameriprise Financial Inc. (NYSE: AMP) with nearly $150 million in client assets in Breaux Bridge, LA. Perello joins from Raymond James and Guidry from Edward Jones.
Sep 08, 2023 03:45 pm ET
Ameriprise Financial Named “Best Place to Work” on the Disability Equality Index® for the Fourth Consecutive Year
Ameriprise Financial, Inc. (NYSE:AMP) today announced it has been named a “Best Place to Work for Disability Inclusion” by the American Association of People with Disabilities and Disability:IN for the fourth consecutive year. Ameriprise earned the distinction after receiving a score of 90 percent on the Disability Equality Index® (DEI), which measures tangible actions companies take in an effort to support disability inclusion including culture, leadership, enterprise-wide access, employment practices, community engagement and supplier diversity.
Sep 07, 2023 11:31 am ET
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Ameriprise Financial (NYSE: AMP) today announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial Services. The credit union’s investment program operates under the name Maps Investment Services and includes two financial advisors, Kyle King CRPC®, APMA®, and Wayne Muller, ChFC®, who help clients manage over $185 million in brokerage assets across 10 branches in the Willamette
Aug 29, 2023 10:55 am ET
Ameriprise Financial Hosts its Annual Black Advisor Summit
Ameriprise Financial, Inc. (NYSE: AMP) recently hosted its annual Black Advisor Summit, bringing together advisors, field leaders and staff to celebrate and champion the success of Black financial advisors at the firm. The two-day event was held in Chicago in partnership with the firm’s Black Empowerment Advisor Community Network (BEACN) and featured remarks from Ameriprise executives, BEACN leaders, and industry experts. Event attendees exchanged ideas and strategies to enhance their client experience and continue growing their practices, as well as ways to support financial literacy educatio
Aug 11, 2023 11:14 am ET
Ameriprise Financial Hosting “Career Compass” Event for Women to Explore Careers in Finance on August 16
As part of its commitment to being the firm of choice for women financial advisors, Ameriprise Financial (NYSE: AMP) is hosting events aimed at attracting more women into careers in the financial services industry. Ameriprise “Career Compass” events are designed to help women with varying levels of experience explore opportunities available on the path to becoming financial advisors or pursuing other rewarding careers in finance. Women who are seeking to make a career change or re-enter the workforce after time away -- as well as recent and soon-to-be college graduates -- are welcome to join.
Aug 07, 2023 04:25 pm ET
Ameriprise Financial Inspires, Motivates and Empowers Women at Its Annual Women Advisor Summits
More than 800 advisors, staff members and corporate leaders from Ameriprise Financial (NYSE: AMP) recently gathered in Minneapolis for the firm’s annual Women Advisor Summits. Two separate three-day events featured compelling keynote speakers, insights from top women advisors and Ameriprise executives, and breakout sessions focused on practice growth and delivering exceptional client experiences.
Jul 31, 2023 01:05 pm ET
Advisor With $340 Million in Assets Joins Ameriprise to Elevate Service and Advice Offering for Clients
Private Wealth Advisor Kathy Hobart CIMA®, AIF® recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James with $340 million in client assets. Hobart joined an established Ameriprise practice, Heritage Wealth Advisors in Mercer Island, Wash., which is led by Ameriprise Private Wealth Advisor Erin Scannell CFP®.
Jul 31, 2023 01:02 pm ET
Two Advisor Teams With More Than $760 Million in Assets Join Ameriprise for Support and Depth of Resources
Two teams of financial advisors recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) with more than $760 million in combined client assets. Allan McClure, CFP®, CFA® and Daniel Bass, RICP® were previously with Synovus Securities, Inc. in Birmingham, Alabama where they managed $422 million in client assets. Separately, Todd Barrow, AIF®, Brent Powers and Brandon Jorge, MBA came from Raymond James with more than $340 million in client assets in Lakeland, Florida.
Jul 26, 2023 04:10 pm ET
Ameriprise Financial Announces Additional $3.5 Billion Share Repurchase Authorization; Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has authorized an additional $3.5 billion for the repurchase of shares of its common stock through September 30, 2025. As of July 25, 2023, the company had approximately $0.5 billion available from its January 2022 authorization, which is available through March 31, 2024.
Jul 26, 2023 04:08 pm ET
Ameriprise Financial Reports Second Quarter 2023 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Jul 20, 2023 10:00 am ET
Columbia Seligman Technology and Information Fund Celebrates 40-Year Anniversary
Columbia Threadneedle Investments today announced that the Columbia Seligman Technology and Information Fund (SLMCX) is celebrating its 40-year anniversary. The $9.1bn fund, which invests in technology-related stocks, has targeted long-term capital appreciation for shareholders since inception, and continues to deliver strong performance.1
Jul 18, 2023 12:42 pm ET
Ameriprise Attracts Advisor with $250 Million in Assets to its Financial Institutions Channel for Enhanced Capabilities to Serve Clients
Ameriprise Financial, Inc. (NYSE: AMP) announced today that financial advisor Amanda Hale has moved her $250-million practice to the firm from PNC Investments in Port Arthur, Texas. Hale chose to join Third Coast Advisors, a financial advisory practice within the Ameriprise Financial Institutions Group (AFIG), which provides advice and investment services to Third Coast Bank branches across Southeast Texas.
Jul 13, 2023 09:30 am ET
Ameriprise Financial Announces Schedule for Second Quarter 2023 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its second quarter financial results on Wednesday, July 26, 2023 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, July 27, 2023 at 9:00 a.m. (ET).
Jul 11, 2023 02:49 pm ET
Three Advisors with $400 Million in Assets Move Their Practices to Ameriprise for Technology and Financial Planning Capabilities
Ameriprise Financial, Inc. (NYSE: AMP) recently added three financial advisors to its independent channel with more than $400 million in combined client assets. Albert Stanton, AIF® joined from Cetera Advisors LLC with $125 million in client assets in Sandwich, Massachusetts. Kevin Frontone, CFP®, AAMS® joined from Edward Jones with $107 million in client assets in Springfield, Illinois. Separately, Kent (Bo) Hunter joined from Edward Jones with $172 million in client assets in Fort Smith, Arkansas.
Jul 10, 2023 09:37 am ET
84 Ameriprise Financial Advisors Named to AdvisorHub’s “Advisors to Watch” Rankings
Today Ameriprise Financial (NYSE: AMP) announced that 84 of the firm’s financial advisors were named to AdvisorHub’s second annual “Advisors to Watch” lists. AdvisorHub, a publication covering news and trends in the wealth management industry, recognized the leading financial advisors on six lists: 100 Advisors to Watch Over $1 Billion; 100 Advisors to Watch Under $1 Billion; 200 Fast Growing Advisors to Watch; 50 Next Gen Advisors to Watch; 100 Solo Advisors to Watch; and 50 Women Advisors to Watch.
Jun 22, 2023 09:06 am ET
Ameriprise Financial Named “#1 Among Wealth Managers” in Kiplinger Readers’ Choice Awards
Ameriprise Financial (NYSE: AMP) has been recognized as “#1 Among Wealth Managers” in the inaugural Kiplinger Readers’ Choice Awards. Kiplinger, a publication known for personal finance advice and news, invited their readers to rate the financial firms they affiliate with on key dimensions of the client experience. To earn the top accolade, Ameriprise received the highest average score of any firm in each underlying category:
Jun 14, 2023 09:39 am ET
Ameriprise Financial Named a Top Performer™ in Hearts & Wallets Customer Satisfaction Survey for the Fifth Time
Ameriprise Financial (NYSE: AMP) today announced that it received high scores in the 2023 Wants & Pricing customer satisfaction survey conducted by Hearts & Wallets, an independent research and benchmarking firm that specializes in financial advice. Clients responding to the survey named Ameriprise a Top Performer™ for being a company that “understands me and shares my values.” This is the fifth year Ameriprise earned high recognition in this category compared to industry peers in Hearts & Wallets’ annual survey.
Jun 12, 2023 11:46 am ET
Advisor Brings His $250 Million Practice to Ameriprise, Joining Forces with Fellow Advisor
Financial advisor Michael Schwartz, CFP® and team recently brought their practice to the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Cetera Advisor Networks, LLC with nearly $250 million in client assets. Schwartz and team joined an established Ameriprise practice in New York City, Iron Birch Advisors, which is led by Ameriprise private wealth advisor Gregory Manto, CRPC™, APMA™.
Jun 08, 2023 01:07 pm ET
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Ameriprise Financial (NYSE: AMP) today announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial Group. The bank’s investment program operates under the name The State Wealth Advisors and includes a team of six financial advisors who help clients manage over $154 million in combined brokerage assets across 20 locations in Michigan.
Jun 08, 2023 09:44 am ET
Ameriprise Financial Recognized by Forbes as One of “America’s Best Large Employers 2023”
Ameriprise Financial (NYSE: AMP) has been named by Forbes as one of “America’s Best Large Employers 2023.” The list ranks the 500 U.S. companies most highly recommended by their employees as a top place to work.
Jun 06, 2023 09:51 am ET
Ameriprise Financial Named One of the “Most Trustworthy Companies in America” by Newsweek for the Second Consecutive Year
Ameriprise Financial (NYSE: AMP) has been named to Newsweek’s list of “Most Trustworthy Companies in America” for the second consecutive year. The list, also in its second year, recognizes 700 companies in 23 industries.
Jun 01, 2023 01:41 pm ET
Ameriprise Financial Hosts Nationwide Volunteer Events in Partnership with Feeding America® to Help People Experiencing Hunger
Ameriprise Financial (NYSE: AMP) in partnership with Feeding America®, is bringing together its employees, advisors and clients to make a collective impact in the mission to end hunger. As part of the company’s twice-annual National Days of Service, Ameriprise volunteers will pack meal kits, stock shelves, sort food and host virtual food drives to support the nearly 34 million people in America – including nine million children – experiencing hunger.
May 31, 2023 12:00 pm ET
Ameriprise Financial Advisors Embrace eMeeting – Exclusive Capability that Facilitates Excellent Client Meetings and Reduces Administrative Burden by up to 70%
Ameriprise Financial, Inc. (NYSE: AMP) today released details on how its exclusive eMeeting capability helps the firm’s financial advisors and operations staff deliver outstanding client experiences while saving significant time and expenses in their practices. eMeeting – which is fully integrated into the firm’s customer relationship management (CRM) system – creates fully-customized and professionally-branded client presentations in a matter of minutes.
May 30, 2023 12:10 pm ET
Advisor Moves Practice to Ameriprise Financial to Provide Enhanced Experience to Clients
“This decision was made based on what’s best for our clients,” said Sproles, when reflecting on the move. “We wanted to elevate our client experience and deliver better, easier solutions to clients. We were pleased to find Ameriprise has all the tools, technology, and products in place to help us do just that.”
May 24, 2023 02:10 pm ET
Ameriprise Financial Expands Geographic Footprint with Additional Corporate Office in Charlotte, North Carolina
Ameriprise Financial, Inc. (NYSE: AMP) today announced it is opening a new corporate office in Charlotte, North Carolina, to support the ongoing needs of the company. Ameriprise has signed a two-story lease at the Barings Building, located at 300 South Tryon in Uptown Charlotte, where it plans to gradually fill approximately 400 positions from departments across the enterprise. Ameriprise remains headquartered in Minneapolis and maintains corporate sites in multiple locations across the U.S. and globally.
May 23, 2023 09:38 am ET
Ameriprise Financial Welcomes Team of Women Advisors Who Were “Blown Away” by the Firm’s Supportive, Client-First Culture
Financial advisors Lauren Salas, CFP®, and Jan Klein recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Morgan Stanley with $154 million in assets. The team was attracted to the firm’s strong reputation for fostering a supportive community and client-first culture. Salas and Klein are joined by Registered Client Service Associate Ashley Leopold, Ameriprise Complex Director Daniel Landrau and Ameriprise Associate Branch Manager Ross Cammarata who support the team. They are based in Fort Lauderdale, FL.
May 18, 2023 01:46 pm ET
Happy State Bank Joins the Ameriprise Financial Institutions Group through its Merger with Centennial Bank
Ameriprise Financial (NYSE: AMP) today announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial Bank. Through the merger, Happy State Bank customers have access to the personalized financial planning, comprehensive solutions and leading digital capabilities that Centennial receives from Ameriprise Financial.
May 08, 2023 11:30 am ET
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) in Red Bank, New Jersey. Ed McCay, CMFA, Mark Kuznitz and Larry Hess, CRPC®, moved their practice to Ameriprise from Merrill Lynch for greater support, technology, and sophisticated investment solutions.
Apr 26, 2023 10:00 am ET
Columbia Threadneedle Investments Launches Columbia Research Enhanced Real Estate ETF (CRED)
Columbia Threadneedle Investments today announced the expansion of its exchange-traded fund (ETF) suite with the launch of the Columbia Research Enhanced Real Estate ETF (NYSE Arca: CRED). Designed for investors seeking a thoughtfully constructed and accessible way to gain exposure to the real estate sector, the strategy incorporates the firm’s research intensity and proprietary insights in real estate in a cost-effective vehicle.
Apr 24, 2023 04:09 pm ET
Ameriprise Financial Increases Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) increased the company’s quarterly cash dividend by 8 percent, or $0.10 per common share, to $1.35 per common share payable on May 19, 2023 to shareholders of record at the close of business on May 8, 2023.
Apr 24, 2023 04:08 pm ET
Ameriprise Financial Reports First Quarter 2023 Results, Raises Quarterly Dividend 8 Percent
Ameriprise Financial, Inc. (NYSE: AMP):
Apr 21, 2023 12:31 pm ET
439 Ameriprise Financial Advisors Named to the Forbes Best-in-State Wealth Advisors List
Ameriprise Financial Inc. (NYSE: AMP) today announced that 439 financial advisors were named to the Forbes Best-in-State Wealth Advisors list. Forbes recognizes the industry’s top advisors according to several factors, including levels of ethical standards, professionalism, and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.
Apr 19, 2023 12:00 pm ET
Columbia Overseas Value Fund Celebrates 15-Year Anniversary
Columbia Threadneedle Investments today announced that the Columbia Overseas Value Fund (COSZX) is celebrating its 15-year anniversary. Since inception, the fund has generated consistent long-term performance for shareholders across market cycles.
Apr 17, 2023 04:22 pm ET
Father-Son Duo Joins Ameriprise with $330 Million in Assets
Father-son team Harry Slade III and Harry Slade IV recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) serving multiple generations in Ellicott City, Md. Slade III, a 25-year industry veteran and Slade IV, who has served clients as an advisor for the past eight years, joined from Edward Jones and manage approximately $330 million in assets. The practice will operate as Ellicott Mills Wealth Management and is supported by client service associates Lynda Day, Stacy Fernen and Shawn Kramer.
Apr 13, 2023 09:00 am ET
Ameriprise Financial Announces Schedule for First Quarter 2023 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its first quarter financial results on Monday, April 24, 2023 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Tuesday, April 25, 2023 at 9:00 a.m. (ET).
Apr 05, 2023 06:01 am ET
As Investors Navigate Their 30s and 40s, Most Feel Positive About Their Finances, According to New Research from Ameriprise Financial
Despite facing significant economic headwinds in their coming-of-age years, including the Dot-Com Crash, the Great Recession, and the Covid-19 pandemic, millennials – defined as investors ages 27 to 42 – have a solid financial foundation. Six out of 10 (61%) within this age group feel good about their finances, according to new research from Ameriprise Financial. Among millennials who work with a financial professional, three-quarters (76%) feel good about where they stand financially.
Mar 28, 2023 11:06 am ET
Advisors Join Ameriprise for Integrated Technology and Financial Planning Capabilities
Saxon Advisors, a wealth management practice managing nearly $180 million in client assets, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP). Garry Rutledge, AIF®, Brian Bushman, CRC®, and Donald McClurg, CRPC™, who operate Saxon Advisors in Cincinnati, Ohio, moved their practice to Ameriprise from Cambridge Investment Research Inc.
Mar 27, 2023 09:00 am ET
Two Columbia Funds Win Refinitiv Lipper Fund Awards in Equity Income and Science & Technology Categories
Columbia Threadneedle Investments today announced that two Columbia funds, the Columbia Dividend Income Fund and Columbia Global Technology Growth Fund, earned 2023 U.S. Refinitiv Lipper Fund Awards. The awards evaluate funds for outperformance versus peers in their respective Lipper classifications for periods ending November 30, 2022.
Mar 22, 2023 03:45 pm ET
67 Ameriprise Financial Advisors Named to the Barron’s “Top 1,200 Financial Advisors” List
Ameriprise Financial, Inc. (NYSE: AMP), today announced that 67 of its financial advisors were named to the 2023 Barron’s “Top 1,200 Financial Advisors” list. Barron’s recognizes the industry’s top advisors according to several factors including levels of ethical standards, professionalism and success in the business. The rankings are based on data provided by more than 4,000 of the nation’s most productive advisors.
Mar 09, 2023 09:20 am ET
AM Best Assigns Issue Credit Rating to Ameriprise Financial, Inc.’s New Senior Unsecured Notes
AM Best has assigned a Long-Term Issue Credit Rating of “a-” (Excellent) to the recently announced $750 million, 5.15% 10-year senior unsecured notes, due May 15, 2033, issued by Ameriprise Financial, Inc. (Ameriprise Financial) (headquartered in Minneapolis, MN) [NYSE: AMP]. The outlook assigned to the Credit Rating (rating) is stable. All other ratings of Ameriprise Financial and its subsidiaries are unchanged.
Mar 03, 2023 04:15 pm ET
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Ameriprise Financial, Inc. (NYSE: AMP) and Comerica Bank today announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As part of the arrangement, Comerica and certain affiliates will transition support of specific insurance, brokerage and investment advisory activities currently conducted by Comerica’s broker-dealer subsidiary to the Ameriprise Financial Institutions Group (AFIG). The transaction is expected to close by the end of the year.
Mar 01, 2023 01:26 pm ET
135 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors Best-In-State List
Ameriprise Financial Inc. (NYSE: AMP) today announced that 135 of its financial advisors were named to the Forbes “Top Women Wealth Advisors Best-In-State” list. Forbes recognizes the industry’s top women advisors according to several factors, which include levels of ethical standards, professionalism, success in the business and client retention. The rankings are based on data provided by thousands of the nation’s most productive women advisors.
Feb 15, 2023 02:30 pm ET
Ameriprise Financial Hosts “Career Compass” Events Designed to Help Women Explore Careers as Financial Advisors
As part of its commitment to being the firm of choice for women financial advisors, Ameriprise Financial (NYSE: AMP) is hosting events aimed at attracting more women into careers in the financial services industry. Ameriprise “Career Compass” events are designed to help women with varying levels of experience explore opportunities available on the path to becoming financial advisors or pursuing other rewarding careers in finance. Women who are seeking to make a career change, reenter the workforce after time away, or recent or soon-to-be college graduates interested in careers in finance are w
Feb 15, 2023 12:00 pm ET
Financial Advisor Joins Ameriprise Financial for Opportunity to Provide Outstanding, Client-Centric Experience
Jim Whitehead, CFP®, RICP®, CEPA® joined Ameriprise Financial, Inc. from Securian Financial Services, Inc. in Memphis. Whitehead carefully considered a variety of firms, and selected Ameriprise because of the firm’s reputation for an outstanding client experience that is grounded in financial advice and empowered by cutting-edge technology.
Feb 09, 2023 09:00 am ET
Ameriprise Financial to Present at the 2023 BofA Securities Financial Services Conference
Ameriprise Financial, Inc (NYSE: AMP) today announced that James Cracchiolo, Chairman and Chief Executive Officer, and Walter Berman, Chief Financial Officer, will speak at the BofA Securities Financial Services Conference on Thursday, February 16 from 2:30 to 3:10 p.m. ET.
Jan 31, 2023 03:38 pm ET
259 Ameriprise Financial Advisors Named to the Forbes Best-in-State Wealth Management Teams List
Ameriprise Financial Inc., (NYSE AMP) today announced that 259 of the firm’s financial advisors were named to the Forbes Best-in-State Wealth Management Teams list. Forbes recognizes the industry’s top advisors according to several factors, which include quality of their practices, professionalism and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.
Jan 31, 2023 09:34 am ET
Ameriprise Financial Included in 2023 Bloomberg Gender-Equality Index
Ameriprise Financial, Inc. (NYSE: AMP) today announced that it has been included in the Bloomberg Gender-Equality Index (GEI) for the third time. The index recognizes companies for their policies and practices in support of women in the workforce. To become a member of the GEI, Ameriprise performed well across the index’s five pillars: leadership and talent pipeline, equal pay and gender pay parity, inclusive culture, anti-sexual harassment policies and external brand.
Jan 30, 2023 12:11 pm ET
Ameriprise Financial, Along with its Employees and Advisors, Gave More than $17.4 Million in Community Donations in 2022
Ameriprise Financial, Inc. (NYSE: AMP), along with its employees and advisors, donated more than $17.4 million through corporate and individual donations and gift matching in 2022. Continuing its longstanding commitment to helping individuals meet their basic needs, the firm focused on funding nonprofits working to solve domestic hunger, end homelessness and increase adult self-sufficiency through financial education and job training programs. Throughout the year, Ameriprise employees and advisors supported causes they care about by logging nearly 64,000 volunteer hours. In addition, the compa
Jan 25, 2023 04:10 pm ET
Ameriprise Financial Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.25 per common share payable on February 28, 2023 to shareholders of record at the close of business on February 10, 2023.
Jan 25, 2023 04:08 pm ET
Ameriprise Financial Reports Fourth Quarter 2022 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Jan 18, 2023 01:00 pm ET
Advisor Chooses Ameriprise Financial for Firm’s Large ‘Toolbox’ of Resources to Serve Clients
Financial advisor Russell Smith recently moved his $150-million-dollar practice to the branch channel of Ameriprise Financial, Inc (NYSE: AMP) in Downers Grove, Illinois. Smith switched firms after two decades with Edward Jones for access to more resources and products to serve his high-net-worth client base. Client service associate Sheila Lindsay, who has 20 years of experience in the industry, and Ameriprise complex director Jay Hubbard support Smith’s practice.
Jan 11, 2023 09:00 am ET
Ameriprise Financial Announces Schedule for Fourth Quarter 2022 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its fourth quarter financial results on Wednesday, January 25, 2023 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, January 26, 2023 at approximately 9:00 a.m. (ET).
Jan 09, 2023 02:00 pm ET
New Ameriprise Ads Spotlight How the Firm and its Advisors Deliver Financial Advice to Help Clients Navigate Uncertainty and Stay on Track
With continued market volatility, rising interest rates and high inflation entering the new year, Ameriprise Financial Inc. (NYSE: AMP) today released two television ads that illustrate how the firm helps clients navigate uncertainty with confidence and stay focused on their long-term goals. The new ads are part of the company’s Advice Worth Talking About® brand platform, which highlights the firm’s reputation for delivering personalized advice and an exceptional client experience.
Dec 12, 2022 11:00 am ET
Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
Financial advisor Matthew De Vries, MBA, CFP®, AAMSTM, joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Fargo, North Dakota. De Vries decided to move his practice to Ameriprise because of the firm’s positive reputation, flexibility, and comprehensive resources – all of which will enable him to provide an excellent client experience today and into the future. His team, called Surety Wealth Group, manages $125 million in assets, and has served clients for nearly 15 years.
Dec 07, 2022 09:00 am ET
Columbia Threadneedle Investments’ Melda Mergen Named a Global Equities Leader of the Year
Columbia Threadneedle Investments today announced that Melda Mergen, Global Head of Equities, has been recognized as one of the top women in asset management by DiversityQ as part of its 2022 U.S. Women in Asset Management Awards program.1 Melda was named a co-winner in the global equities category.
Dec 05, 2022 09:00 am ET
Ameriprise Financial Once Again Recognized by J.D. Power for its “Outstanding Customer Service Experience”
For the fourth year in a row, Ameriprise Financial, Inc. (NYSE: AMP) earned a J.D. Power certificationi for providing an “outstanding customer service experience” to its financial advisors who contact the company by phone for assistance. The Ameriprise Advice & Wealth Management and RiverSource call centers earned the certification following a rigorous evaluation and survey of advisors’ recent servicing interactions.
Nov 29, 2022 12:00 pm ET
Two Advisors with Nearly $150 Million in Assets Join Ameriprise for ‘Best-in-Class Technology’
Ameriprise Financial, Inc. (NYSE: AMP) recently added two advisors to its independent channel with nearly $150 million in client assets. Jason Crane, JD, CFP® and Gerry Owen, CPA, who operate Crane & Owen Financial Solutions in Aiken, South Carolina, moved their practice from Edward Jones. Ameriprise became the top choice for their practice after they learned more about the robust resources and flexibility the firm provides to help advisors serve clients and grow their businesses.
Nov 28, 2022 04:00 pm ET
Ameriprise Financial Named a Military Friendly® Employer For Ninth Consecutive Year
Ameriprise Financial, Inc. (NYSE: AMP) today announced it was named a 2023 Military Friendly® Employer by VIQTORY, a company that connects the military community to civilian employment and educational opportunities. This is the ninth consecutive year Ameriprise has earned the distinction in recognition of its commitment to creating meaningful career paths, community outreach, brand enthusiasm and enduring partnerships with the military community. Additionally, Ameriprise earned a spot on VIQTORY’s Military Spouse Friendly Employer list for its policies and practices that extend to t
Nov 17, 2022 12:17 pm ET
Advisor With More Than $210 Million in Assets Joins Ameriprise for the Firm’s Steller Reputation and Client-Centric Culture
Ameriprise Financial, Inc. (NYSE: AMP) today announced that John (Carter) Piper, CFP® joined a well-established Ameriprise independent practice, Foundation Wealth Management. The team is based in Bakersfield, California, and led by financial advisors Lance Mackall and Rick Yanez. Piper brings 25 years of experience as a financial advisor, most recently with Wells Fargo, and more than $210 million in client assets. Piper said Ameriprise was his top choice based on the firm’s stellar client-centric reputation and its suite of robust technology capabilities.
Nov 08, 2022 02:00 pm ET
Ameriprise Financial Introduces Certified Military Financial Advisor Certification™ to Help More Military Members and Their Families Reach Financial Goals
Ameriprise Financial, Inc. (NYSE:AMP) today announced that it has partnered with Dalton Education to create a first-to-market Certified Military Financial Advisor™(CMFA) certification. The certification is earned through an intensive mix of training and learning development modules typically completed over the course of 40-50 hours that provides a deep understanding of the unique life circumstances and the benefits available to Veterans, active duty, Reserve, National Guard and their families. Advisors who earn the certification are equipped with knowledge and expertise to help military member
Nov 07, 2022 05:00 pm ET
Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Today, Ameriprise Financial, Inc. (NYSE: AMP) announced that financial advisors Laura Burback, AAMS® and Kari Brown, AAMS®, APMA® joined the firm for its client-first culture and technology. The advisors operated separate practices in Casper, Wyoming at Edward Jones – Burback managed $212 million in client assets and Brown managed $52 million – and both chose to join Alliance Financial Partners, a well-established team within Ameriprise’s independent channel led by financial advisor Larry Hubbard, CEPA®, APMA®.
Nov 03, 2022 10:27 am ET
AM Best Affirms Credit Ratings of Ameriprise Financial, Inc. and Its Subsidiaries
AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of RiverSource Life Insurance Company (Minneapolis, MN) and its wholly owned subsidiary, RiverSource Life Insurance Co. of New York (Albany, NY). These companies represent the key life/health (L/H) insurance subsidiaries of Ameriprise Financial, Inc. (Ameriprise) (headquartered in Minneapolis, MN) [NYSE: AMP] and are collectively known as Ameriprise Financial Group. Concurrently, AM Best has affirmed the FSR of A (Excellent) and the Long-T
Nov 02, 2022 12:19 pm ET
Ameriprise Financial and Feeding America® Join Forces to Help People in Need Ahead of the Holidays
For the 13th consecutive year, Ameriprise Financial is partnering with Feeding America®, the nation’s largest domestic hunger-relief organization, to help provide meals for families and individuals in need ahead of the holiday season. On Nov. 3, more than 3,800 of the firm’s employees, advisors and clients will volunteer at Feeding America-affiliated food banks and other nonprofits across the country to serve meals, sort bulk food donations, stock shelves and host food drives to make a collective impact. The event is part of the firm’s National Days of Service, which the company org
Oct 25, 2022 04:10 pm ET
Ameriprise Financial Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.25 per common share payable on November 18, 2022 to shareholders of record at the close of business on November 7, 2022.
Oct 25, 2022 04:08 pm ET
Ameriprise Financial Reports Third Quarter 2022 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Oct 20, 2022 01:00 pm ET
Two Advisors with $375 Million in Assets Join Ameriprise for Growth Opportunities and Client-First Focus
Ameriprise Financial, Inc. (NYSE: AMP) recently added two advisors to its branch channel with $375 million in combined client assets. Chad Villagomez joined from Wells Fargo in Wayzata, Minnesota. Separately, John DeMarco also joined from Wells Fargo in Orland Park, Illinois. Both Villagomez and DeMarco were attracted to Ameriprise for the firm’s flexibility and deep resources to help them serve clients and grow their businesses.
Oct 19, 2022 12:00 pm ET
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology and Solutions
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. (NYSE: AMP) following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services, Inc. with two financial advisors who help clients manage over $130 million in combined assets.
Oct 17, 2022 09:30 am ET
Ameriprise Financial Announces Schedule for Third Quarter 2022 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its third quarter financial results on Tuesday, October 25, 2022 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Wednesday, October 26, 2022 at approximately 9:00 a.m. (ET).
Oct 11, 2022 09:00 am ET
Columbia Thermostat Fund Celebrates 20-Year Anniversary
Columbia Threadneedle Investments announced that the Columbia Thermostat Fund has reached its 20-year anniversary. Since its inception, the fund has experienced strong long-term performance and currently ranks within the top quintile of Morningstar’s Tactical Allocation category for the 3-, 5- and 15-year periods ending September 30, 2022. Rated overall 5-stars by Morningstar,2 the Columbia Thermostat Fund is designed to provide shareholders with consistent total returns throughout various market environments.
Oct 10, 2022 02:00 pm ET
Ameriprise’s Inclusive Community of Advisors Draws Team with More Than $330 Million in Client Assets
Financial advisor Cate Grinney, CFP®, ChFC® recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Faribault, Minnesota with $331 million in client assets. Grinney was attracted to Ameriprise’s commitment to supporting women advisors, deep expertise in financial planning, and vast resources to grow her practice and meet her clients’ specific goals.
Oct 03, 2022 12:52 pm ET
Nine Ameriprise Financial Advisors Named to the Barron’s “2022 Top Independent Financial Advisors” List
Ameriprise Financial, Inc. (NYSE: AMP) today announced that nine of the firm’s financial advisors have been named to Barron’s “Top Independent Financial Advisors” list. Each year, Barron’s identifies the top 100 independent advisors across the country based on various factors that contribute to success in the business. Advisors are ranked on compliance records, the volume of assets overseen by advisors and their teams, revenues generated for their firms, and the quality of the advisors’ practices including a high level of ethical standards.
Sep 22, 2022 02:00 pm ET
Ameriprise Financial Earns 13 Awards for Learning and Development from Brandon Hall Group
Ameriprise Financial, Inc. (NYSE: AMP) won 13 awards for excellence in learning and development from research and analyst firm Brandon Hall Group. Ameriprise received seven gold, five silver, and one bronze awards in the category of Human Capital Management Excellence. The firm was among a distinguished group of companies to receive 10 or more awards. Brandon Hall issues the awards in recognition of firms that have implemented innovative and effective training and development programs. Entries for the awards are evaluated and ranked by a panel of experienced independent senior industry experts
Sep 20, 2022 10:36 am ET
Six Ameriprise Financial Advisors Named to the Forbes “2022 Top 250 Wealth Advisors” List
Ameriprise Financial, Inc. (NYSE: AMP) today announced that six of the firm’s financial advisors have been named to the Forbes “2022 Top 250 Wealth Advisors” list. The annual ranking, which is developed by SHOOK Research, is based on an algorithm of qualitative criteria including revenue trends, assets under management, compliance records, industry experience and best practices when working with clients.
Sep 14, 2022 09:30 am ET
Ameriprise Financial Hosts Inaugural Black Advisor Summit
Ameriprise Financial, Inc. (NYSE: AMP) recently hosted its first annual Black Advisor Summit, bringing together advisors, field leaders and staff to champion the success of Black financial advisors and diversity at the firm. The two-day event was held in August in Washington D.C. in partnership with the firm’s Black Empowerment Advisor Community Network (BEACN).
Sep 13, 2022 04:30 pm ET
Ameriprise’s Inclusive Culture Draws Woman-Led Advisor Practice with More Than $185 Million in Client Assets
Financial advisor Kim Garrison, CFP®, CIMA®, CTFA recently joined the branch channel of Ameriprise Financial (NYSE: AMP) from Morgan Stanley in Springfield, Missouri with $185 million in client assets. Garrison was attracted to Ameriprise’s commitment to supporting women advisors, deep expertise in financial planning, and reputation for being client centric. She will operate out of a branch office recently opened in her area that is led by Ameriprise branch manager Michael Brun and supported by regional vice president Brian Mora.
Sep 12, 2022 04:05 pm ET
Ameriprise Financial Appoints Armando Pimentel, Jr. to Board of Directors
Ameriprise Financial, Inc. (NYSE: AMP) today announced that Mr. Armando Pimentel, Jr. has been appointed to its board of directors, effective as of September 15, 2022.
Sep 12, 2022 01:12 pm ET
For the 11th Consecutive Year, Ameriprise Financial Will Match Donations to Feeding America® Now Through October 31
For the 11th consecutive year, Ameriprise Financial, Inc. (NYSE: AMP) will match donations to Feeding America® (up to $250,000) to help the more than 33.8 million people** in America facing hunger. With the match, each dollar donated, now through October 31, will help provide 20 meals* to families and individuals in need, twice the amount of a standard donation. Participation is simple and open to the public: visit
Aug 18, 2022 01:00 pm ET
79 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Next-Generation Wealth Advisors” List
Ameriprise Financial, Inc. (NYSE: AMP) today announced that 79 of the firm’s financial advisors were named to the Forbes “Best-in-State Next-Generation Wealth Advisors” list. In addition, six of those who qualified for the broader list were named to the select “Top Next-Generation Wealth Advisors” list, comprised of 100 financial advisors across the industry recognized by Forbes.
Aug 18, 2022 09:00 am ET
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial (NYSE: AMP) as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its customers. With 37 locations throughout Georgia, the bank will operate its wealth management program under the brand Colony Financial Advisors.
Aug 02, 2022 10:06 am ET
Eight Ameriprise Financial Advisors Named to the Forbes Best-in-State Financial Security Professionals List
Ameriprise Financial, Inc. today announced that eight of the firm’s financial advisors were named to the Forbes list of the “Best-in-State Financial Security Professionals” in the country. Forbes recognizes the top financial advisors and professionals in the insurance industry for their excellence in helping clients protect against the financial risks posed by disability, death, or job loss. The rankings are based on data provided by thousands of the nation’s most productive professionals and include levels of professionalism and success in the business.
Jul 28, 2022 02:00 pm ET
Advisor with Nearly $150 Million in Assets Joins Ameriprise For Client-Centric Culture and Industry-Leading Technology
Financial advisor Paul Holt recently joined Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James in Winter Park, Florida. Holt said Ameriprise became the top choice for his practice after he learned more about the firm’s suite of technology capabilities and its client-centric culture.
Jul 26, 2022 04:10 pm ET
Ameriprise Financial Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.25 per common share payable on August 19, 2022 to shareholders of record at the close of business on August 8, 2022.
Jul 26, 2022 04:08 pm ET
Ameriprise Financial Reports Second Quarter 2022 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Jul 20, 2022 09:00 am ET
Ameriprise Financial Named “Best Place to Work” on the Disability Equality Index® for the Third Consecutive Year
Today, Ameriprise Financial, Inc. (NYSE:AMP) announced it has been named a “Best Place to Work for Disability Inclusion” by the American Association of People with Disabilities and Disability:IN for the third consecutive year. Ameriprise earned this distinction as a result of receiving a score of 90 percent on the Disability Equality Index® (DEI), which is regarded as the most comprehensive benchmarking tool for disability inclusion in the workplace.
Jul 15, 2022 04:00 pm ET
Ameriprise Financial Announces Schedule for Second Quarter 2022 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its second quarter financial results on Tuesday, July 26, 2022 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Wednesday, July 27, 2022 at approximately 9:00 a.m. (ET).
Jul 11, 2022 01:00 pm ET
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial (NYSE: AMP) from CUNA Brokerage Services. Virginia Credit Union selected the
Jul 05, 2022 02:15 pm ET
Ameriprise Financial Welcomes Jennifer Marcontell and Her Team, Top-Ranked Advisory Practice Managing $1.7 Billion in Assets
A top-ranked Barron’s financial advisor, Jennifer Marcontell, CFP®, ChFC®, AAMS®, CRPC®, APMA® and her team, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Baytown, Texas with $1.7 billion in assets. Marcontell and her team, who now operate under the name Marcontell Wealth Management, transitioned to Ameriprise to take their wealth management capabilities to the next level with enhancements offered by Ameriprise’s integrated tech
Jun 30, 2022 01:00 pm ET
Eight Ameriprise Financial Advisors Named to the Barron’s Top 100 Women Financial Advisors List
Ameriprise Financial, Inc. today announced that eight of the firm’s financial advisors were named to Barron’s list of the “Top 100 Women Financial Advisors” in the country. Barron’s magazine recognizes the industry’s top women advisors based on several factors, which include levels of professionalism and success in the business. The rankings are created by data provided by more than 4,000 of the nation’s most productive women advisors.
Jun 22, 2022 03:00 pm ET
Growth Resources Attract Family Practice with $165 Million in Assets to Ameriprise Financial
The Coastal Group, a wealth management practice managing $165 million in client assets out of two offices in Florida and Connecticut, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from RBC Capital Markets. The team was founded by Managing Director Marilyn Neckes, CIMA®, CRPS®, AAMS® and includes her sons, Financial Advisors Kyle Zingone
Jun 02, 2022 10:20 am ET
Ameriprise Financial Hosts Nationwide Volunteer Events in Partnership with Feeding America® to Help People Facing Hunger
Ameriprise Financial, in partnership with Feeding America®, is bringing together its employees, advisors and clients to make a collective impact in the fight against hunger. As part of the company’s twice-annual National Days of Service, Ameriprise employees, advisors and clients will stock shelves, sort food and host virtual food drives to support the 38 million people in America, including 12 million children, struggling with hunger. A mix of in-person and virtual volunteer events will help the company engage more volunteers at a time when the rising price of groceries and other e
May 13, 2022 08:55 am ET
AM Best Assigns Issue Credit Rating to Ameriprise Financial, Inc.’s New Senior Unsecured Notes
AM Best has assigned a Long-Term Issue Credit Rating of “a-” (Excellent) to the recently announced $500 million, 4.5% 10-year senior unsecured notes, due May 13, 2032, issued by Ameriprise Financial, Inc. (Ameriprise Financial) (headquartered in Minneapolis, MN) [NYSE: AMP]. The outlook assigned to the Credit Rating (rating) is stable. All other ratings of Ameriprise Financial and its subsidiaries are unchanged.
May 10, 2022 10:00 am ET
Financial Advisor Christine Gustafson and Her Team Join Ameriprise with More Than $450 Million in Client Assets
Private Wealth Advisor Christine Gustafson, founder and managing director of Phoenix Wealth Management, recently joined Ameriprise Financial, Inc. (NYSE: AMP) from UBS with more than $450 million in client assets. Gustafson and her team operate out of their office in Phoenix. They selected Ameriprise because of the firm’s longstanding commitment to financial planning, industry-leading technology, and sophisticated investment research.
May 03, 2022 09:00 am ET
Columbia Threadneedle Investments Announces Title Sponsorship of the 2022 Boston Triathlon
The Columbia Threadneedle Investments Boston Triathlon is excited to return to the South Boston waterfront this summer and welcome back both children and adults to participate in two days of races. Boston Medical Center (BMC) is once again the race’s official charity partner, and fundraising efforts are underway to help propel BMC’s mission of putting patients first and providing exceptional care, without exception, to all.
Apr 28, 2022 02:00 pm ET
Ameriprise Financial Welcomes Dawn Wolfgram as Field Vice President, Leading 385 Advisors in Indiana and Illinois
Ameriprise Financial, Inc. (NYSE: AMP) has named Dawn Wolfgram, CLF® as a new Field Vice President to lead 385 independent advisors located in Indiana and Illinois who manage a combined $31.5 billion in client assets. Wolfgram has more than 30 years of experience in the wealth management industry and most recently served as a Regional Managing Director at Principal Financial.
Apr 28, 2022 09:52 am ET
Ameriprise Financial Named One of “America’s Most Trusted Companies 2022” by Newsweek Magazine
Ameriprise Financial has been named to Newsweek Magazine’s first ever list of “America’s Most Trusted Companies.” The award recognizes 400 companies across 22 industries.
Apr 28, 2022 09:30 am ET
Advisor Sells RIA to Ameriprise Financial as Part of His Retirement Strategy
Ameriprise Financial, Inc. (NYSE: AMP) today announced that investment adviser Dr. Marvin Appel recently sold his RIA to the Long Island division of Siena Wealth Advisory Group, a well-established team in Ameriprise’s branch channel led by Private Wealth Advisors Matthew Mandell, CFP®, CRPC®, and Brian White, CFP®, CRPC®. Appel’s team, called Signalert Asset Management, LLC, manages $265 million in assets in Great Neck, New York. He chose to sell the practice to Ameriprise as part of his plan for a smooth tra
Apr 25, 2022 04:10 pm ET
Ameriprise Financial Increases Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) increased the company’s quarterly cash dividend by 11 percent, or $0.12 per common share, to $1.25 per common share payable on May 20, 2022 to shareholders of record at the close of business on May 9, 2022.
Apr 25, 2022 04:08 pm ET
Ameriprise Financial Reports First Quarter 2022 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Apr 21, 2022 02:11 pm ET
405 Ameriprise Financial Advisors Named to the Forbes Best-in-State Financial Advisors List
Ameriprise Financial Inc., today announced that 405 financial advisors were named to the Forbes Best-in-State Financial Advisors list. Forbes recognizes the industry’s top advisors according to several factors, including levels of ethical standards, professionalism, and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.
Apr 19, 2022 10:15 am ET
Three Advisors with Combined $546 Million in Assets Move Their Businesses to Ameriprise Financial Institutions Practice
Ameriprise Financial, Inc. (NYSE: AMP) today announced that Springs Wealth Group, a well-established team in the company’s Financial Institutions Group led by Chris Young, CFP®, CEPA®, Chris Van Stavern
Apr 13, 2022 02:00 pm ET
Ameriprise Financial Announces Schedule for First Quarter 2022 Investor Conference Call and 2022 Annual Meeting of Shareholders
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its first quarter financial results on Monday, April 25, 2022 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Tuesday, April 26, 2022 at approximately 9:00 a.m. (ET).
Apr 12, 2022 11:30 am ET
Advisor with Nearly $100 Million in Assets Joins Ameriprise for Client Focus, Innovative Technology, and Potential for Growth
Financial advisor Ireen Sommer recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Advisors in Minnetonka, Minn. with nearly $100 million in client assets. Sommer was attracted to Ameriprise’s client focus, innovative technology, and balance of freedom and support to run her practice according to her goals.
Apr 06, 2022 06:00 am ET
8 in 10 Investors Are Taking Steps to Build Generational Wealth, and 1 in 5 are Making Substantial Financial Gifts to Loved Ones While They're Still Alive, According to New Ameriprise Money & Family S
Seventy-eight percent of respondents in a new survey issued today by Ameriprise Financial, Inc. (NYSE: AMP) have taken at least one step to build generational wealth, and 67% say passing it on to their heirs is important to them. But while they may be feeling generous with their money, they’re tight-lipped about their intentions to give it away. Only 19% of respondents are completely transparent with relatives about their finances or giving plans. The Ameriprise Money & Family study surveyed more than 3,000 Americans between the ages of 30-70 with at least $100,000 in investable assets,
Apr 04, 2022 08:00 am ET
American National Bank of Texas Moves Broker-Dealer Relationship to Ameriprise Financial for Enhanced Client Experience
American National Bank of Texas (ANBTX), an independently owned bank with assets over $5 billion and more than 30 locations throughout North Texas, has transitioned its investment program to Ameriprise Financial (NYSE: AMP). ANBTX joined the Ameriprise Financial Institutions Group (AFIG) from LPL Financial with a team of six financial advisors who help clients manage over $483 million in combined assets. The bank selected Ameriprise Financial Services, LLC as its new broker-dealer in order to enhance the experience it offers to clients with expanded capabilities, solutions, and technology.
Mar 30, 2022 11:00 am ET
Former Wirehouse Advisor Moves to Ameriprise Financial for Comprehensive Investment Platform and Client-Centric Culture
Financial advisor Ed Gordon recently joined the branch channel of Ameriprise Financial Services, LLC (NYSE: AMP) from Wells Fargo in Deerfield, Illinois with more than $125 million in client assets. Gordon joined Ameriprise to align with a client-focused firm that delivers a comprehensive investment platform, industry-leading technology, and deep financial planning capabilities.
Mar 30, 2022 09:00 am ET
Columbia Threadneedle Investments Launches Columbia Seligman Semiconductor and Technology ETF (SEMI)
Columbia Threadneedle Investments today announced the expansion of its exchange-traded fund (ETF) offerings with the launch of its first actively managed, semi-transparent ETF, the Columbia Seligman Semiconductor and Technology ETF (NYSE Arca: SEMI). SEMI is a thematic, growth-focused technology strategy that will invest primarily in the securities of semiconductor, semiconductor equipment and related technology companies.
Mar 21, 2022 12:26 pm ET
65 Ameriprise Financial Advisors Named to the Barron’s “Top 1,200 Financial Advisors” List
Ameriprise Financial, Inc. (NYSE: AMP), today announced that 65 of its financial advisors were named to the 2022 Barron’s “Top 1,200 Financial Advisors” list. Barron’s magazine recognizes the industry’s top advisors according to several factors including levels of ethical standards, professionalism and success in the business. The rankings are based on data provided by more than 4,000 of the nation’s most productive advisors.
Mar 17, 2022 10:30 am ET
Advisors with $150 Million Join Ameriprise Financial Because of the Firm’s Strong Values and Practice Growth Capabilities
Ameriprise Financial, Inc. (NYSE: AMP) today announced that financial advisors Michael Tison and David Fry joined the firm for its strong values and infrastructure to fuel future growth. The advisors manage $150 million in client assets and maintain office locations in Harrisburg and Marion, Illinois. They joined Align Wealth Management, a well-established team within Ameriprise’s independent channel led by Private Wealth Advisor and CEO Drew Watson, CFP®. Tison and Fry were previously with Wells Fargo.
Mar 10, 2022 09:05 am ET
Five Columbia Funds Win Refinitiv Lipper Fund Awards Across Six Categories
Columbia Threadneedle Investments today announced that five Columbia funds earned 2022 U.S. Refinitiv Lipper Fund Awards, with four funds recognized as repeat winners and the Columbia Quality Income Fund recognized as a first-time winner. The awards evaluate funds for outperformance versus peers in their respective Lipper classifications for periods ending November 30, 2021.
Mar 04, 2022 01:00 pm ET
Ameriprise Financial Hosts “Career Compass” Events to Help Women Explore the Pathway to Becoming a Financial Advisor
As part of its commitment to being the firm of choice for women financial advisors, Ameriprise Financial (NYSE: AMP) is hosting ongoing events aimed at attracting more women into careers in the financial services industry. Ameriprise “Career Compass” events are designed to help women with varying levels of experience explore opportunities available on the path to becoming financial advisors or pursuing other rewarding careers in finance. Registration is now open for the March 17 virtual event, which is tailored to women who are seeking to make a career change or looking to reenter the workforc
Feb 22, 2022 03:29 pm ET
95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List
Ameriprise Financial Inc. (NYSE: AMP) today announced that 95 of its financial advisors were named to the Forbes “Top Best in State Women Wealth Advisors” list. Forbes recognizes the industry’s top women advisors according to several factors, which include levels of ethical standards, professionalism, success in the business and client retention. The rankings are based on data provided by thousands of the nation’s most productive women advisors.
Feb 09, 2022 02:00 pm ET
Team with More Than $670 Million Joins Ameriprise for Industry-Leading Technology and Investment Research
Co-founders of the wealth management practice Penn Wealth Planning, Lisa Policare, MBA, CEO and Frank Policare, along with managing partner Patrick Trauger, CFP®, recently joined the independent channel of Ameriprise Financial (NYSE: AMP) from LPL Financial in New Hope, Pennsylvania with more than $670 million in client assets. The practice, founded nearly 20 years ago, has grown to an 11-person team that serves a diverse client base across the U.S. The team selected Ameriprise Financial Services, LLC as their new broker-dealer because of the f
Feb 09, 2022 09:00 am ET
Ameriprise Financial Recognized by J.D. Power for Providing an Outstanding Customer Experience
For the third year in a row, Ameriprise Financial (NYSE: AMP) has earned a J.D. Power Customer Service Certification for excellence in providing an “outstanding customer service experience” to financial advisors who call the firm for support over the phone. Ameriprise Advice & Wealth Management and RiverSource earned the certification following a rigorous evaluation and survey of advisors’ recent experiences with their contact center teams.
Feb 02, 2022 11:30 am ET
Ameriprise Financial, Along with its Employees and Advisors, Donated More than $17 Million to Support Communities in 2021
Ameriprise Financial, Inc. (NYSE: AMP), along with its employees and advisors, donated more than $17 million in 2021. Continuing its longstanding commitment to helping individuals meet their basic needs, the firm focused on funding nonprofits working to solve domestic hunger, end homelessness and increase adult self-sufficiency through financial education and job training programs. Additionally, Ameriprise found new ways for its employees and advisors to engage in hybrid, in-person and virtual volunteer opportunities. Throughout the year, the firm’s employees and advisors supported causes they
Jan 26, 2022 04:06 pm ET
Ameriprise Financial Announces Additional $3 Billion Share Repurchase Authorization; Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has authorized an additional $3 billion for the repurchase of shares of its common stock through March 31, 2024. As of January 25, 2022, the company had approximately $352 million available from its August 2020 authorization, which is available through September 30, 2022.
Jan 26, 2022 04:05 pm ET
Ameriprise Financial Reports Fourth Quarter 2021 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Jan 24, 2022 09:00 am ET
Ameriprise Financial Sets a Bold Tone with New Campaign – “Advice Worth Talking About”
Ameriprise Financial, Inc. (NYSE: AMP) today unveiled the next chapter of its brand evolution with the introduction of “Advice Worth Talking About” – a bold and fully integrated advertising campaign that will be broadcast on a wide array of TV and online channels. The campaign depicts clients explaining to friends and family how deeply they value the personalized advice and one-to-one advisor relationships that Ameriprise delivers. “Advice Worth Talking About” shines a spotlight on the firm’s excellent customer satisfaction ratings and how the experience it offers leaves clients feeling profou
Jan 20, 2022 09:00 am ET
Columbia Threadneedle Investments Selects Three Firms for 2022 MassChallenge FinTech’s Start-up Accelerator Program
Columbia Threadneedle Investments today announced the selection of three innovative fintech start-ups for this year’s MassChallenge FinTech accelerator program. In working with these firms, Columbia Threadneedle, and its parent company Ameriprise Financial, hope to utilize new technologies in the areas of data analysis, data collection and automation.
Jan 19, 2022 09:00 am ET
Nine Out of Ten Advisors Joining Ameriprise Say Technology, Financial Planning Capabilities and Ability to Serve and Acquire Clients is Better Than Prior Firm
90% of advisors who recently joined Ameriprise Financial, Inc. (NYSE: AMP) say they have better client-facing technology, financial planning capabilities, and ability to serve and acquire clients now than they did with their prior firms, according to a survey the company recently conducted. The Ameriprise “Ultimate Advisor Partnership” survey of nearly 300 experienced advisors who moved their practices to Ameriprise in the last 5 years from wirehouses, regional firms, independents, banks, and insurance companies uncovered:
Jan 18, 2022 04:00 pm ET
Ameriprise Financial Announces Schedule for Fourth Quarter 2021 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its fourth quarter financial results on Wednesday, January 26, 2022 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Thursday, January 27, 2022 at approximately 9:00 a.m. (ET).
Dec 15, 2021 10:22 am ET
Columbia Select Mid Cap Value Fund Celebrates 20-Year Milestone
Columbia Threadneedle Investments today announced that the Columbia Select Mid Cap Value Fund has reached its 20-year anniversary. The five-star Morningstar-rated fund is ranked in the top quartile for the three-, five- and 10-year time periods, ending November 30, 2021. Additionally, the Columbia Select Mid Cap Value Fund received a Lipper Fund Award for its three-year performance, ending December 31, 2020. 1
Dec 07, 2021 11:23 am ET
2022 Market Outlook From Columbia Threadneedle Investments - Changing Monetary Environment Sets the Backdrop for a Year of Change In 2022
William Davies, Deputy Global Chief Investment Officer at Columbia Threadneedle Investments, outlines his outlook for 2022:
Dec 06, 2021 11:05 am ET
Ameriprise Financial Names Complex Director to Lead Five Offices Across the Greater Chicago Metro
Ameriprise Financial has named Jay Hubbard as a new complex director to lead 70 advisors located in five branch offices in the Greater Chicago Metro: downtown Chicago, Deerfield, Downers Grove, Lake Zurich, Orland Park and St. Charles. Hubbard joined Ameriprise from Merrill Lynch.
Nov 16, 2021 11:30 am ET
Ameriprise Financial Named Military Friendly® Employer for Eighth Consecutive Year
Ameriprise Financial, Inc. (NYSE: AMP) today announced it was named a 2022 Military Friendly® Employer by VIQTORY, a company that connects the military community to civilian employment and educational opportunities. This is the eighth consecutive year Ameriprise has been honored with the designation, joining a distinguished list of 308 companies that provide job prospects and support for veterans and their families through robust veteran recruiting, training and development programs.
Nov 15, 2021 11:00 am ET
Client-First Culture, Growth Potential, and Comprehensive Financial Planning Capabilities Draw Two Practices with $1.1 Billion to Ameriprise
Today Ameriprise Financial, Inc. (NYSE: AMP) announced that two practices managing a combined $1.1 billion in assets joined the firm for its client-first culture, growth potential, and comprehensive financial planning capabilities. Financial advisors Richard Kersting, from 1879 Advisors, and Vincent Gianatasio, from Cadaret, Grant & Co., Inc., have joined Ameriprise. Both practices are based in New York and joined Kuttin Wealth Management, a well-established team within Ameriprise’s independent channel led by Barron’s Hall of Fame advisor and CEO Jon Kuttin, CRPC
Nov 08, 2021 03:30 am ET
Ameriprise Financial Completes Acquisition of BMO’s EMEA Asset Management Business
Ameriprise Financial, Inc. (NYSE: AMP) today announced that it has completed its previously announced acquisition of BMO Financial Group’s (BMO) EMEA Asset Management business for £615 million, or approximately $829 million1, subject to customary adjustments. The all-cash transaction adds approximately $131 billion of AUM, bringing Ameriprise total assets under management and administration to more than $1.3 trillion.
Nov 05, 2021 01:28 pm ET
Ameriprise Employees and Advisors Unite to Make a Difference in Communities Ahead of the Holiday Season
Ameriprise Financial (NYSE: AMP) is once again partnering with Feeding America®, the nation’s largest domestic hunger association, to make the holidays brighter for families facing hunger. The firm’s employees, financial advisors and clients are volunteering at nonprofits to serve meals, stock shelves, sort food or host virtual food drives to make a collective impact. The effort is part of the firm’s National Days of Service volunteer program that happens twice a year to help people experiencing hunger in communities across the country.
Nov 04, 2021 09:59 am ET
Ameriprise Financial Wins Seven Awards for “Excellence in Learning and Development” from Brandon Hall Group
Ameriprise Financial, Inc. (NYSE: AMP) today announced it has received seven awards for “Excellence in Learning and Development” from the research and analyst firm Brandon Hall Group. The 2021 Brandon Hall Group Human Capital Management (HCM) Excellence Awards recognize organizations that have successfully deployed programs, strategies, processes, systems, and tools with measurable results in learning and development. Entries were evaluated by a panel of veteran, independent senior industry experts, Brandon Hall Group analysts and executives based on criteria including program design, function
Oct 28, 2021 04:34 pm ET
AM Best Affirms Credit Ratings of Ameriprise Financial, Inc. and Its Subsidiaries
AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of RiverSource Life Insurance Company (Minneapolis, MN) and its wholly owned subsidiary, RiverSource Life Insurance Co. of New York (Albany, NY). These companies represent the key life/health (L/H) insurance subsidiaries of Ameriprise Financial, Inc. (Ameriprise) (headquartered in Minneapolis, MN) [NYSE: AMP] and are collectively known as Ameriprise Financial Group. Concurrently, AM Best has affirmed the FSR of A (Excellent) and the Long-T
Oct 28, 2021 09:00 am ET
37 Ameriprise Financial Advisors Named to Working Mother Magazine’s Top Wealth Advisor List
Ameriprise Financial today announced that 37 financial advisors were named to Working Mother Magazine’s 2021 list of the “Top Wealth Advisor Moms” in the country. The list recognizes successful mothers who work in the wealth management industry and care for children who are 21 years or younger. The advisors are ranked based on assets under management, revenue, industry experience, client retention and regulatory and compliance record.
Oct 26, 2021 04:10 pm ET
Ameriprise Financial Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.13 per common share payable on November 19, 2021 to shareholders of record at the close of business on November 8, 2021.
Oct 26, 2021 04:07 pm ET
Ameriprise Financial Reports Third Quarter 2021 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Oct 21, 2021 12:00 pm ET
Minnesota Team with $250 Million Joins Ameriprise to Provide “Best-in-Class Experience” for Clients
Christensen Wealth Advisory Group, a wealth management practice managing in excess of $250 million in client assets in Edina, Minnesota, joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo. Private Wealth Advisor Jeremy Christensen leads the team, which includes financial advisors Bruce Olson and Anthony Tsakakis, and registered client service associate Cheryl Larsen. The team evaluated the marketplace for more than two years before deciding on Ameriprise, which they chose for its extensive client experience, financial plannin
Oct 12, 2021 10:45 am ET
Client Focus and Independence Attracts Advisor Reid Evans to Ameriprise
Financial advisor Reid Evans recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James in Pella, Iowa with $120 million in client assets. Evans joined Ameriprise for the opportunity to be independent and align with a client-focused firm. With the transition, Evans operates as a member of The McCulla Group, an Ameriprise practice led by private wealth advisor Matthew McCulla, CFP®.
Oct 12, 2021 09:00 am ET
Ameriprise Financial Announces Schedule for Third Quarter 2021 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its third quarter financial results on Tuesday, October 26, 2021 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Wednesday, October 27, 2021 at approximately 9:00 a.m. (ET).
Oct 11, 2021 10:00 am ET
Two Columbia Threadneedle Institutional Investment Strategies Recognized for Strong Performance, Innovation and Excellence
Columbia Threadneedle Investments today announced that two of its institutional investment strategies were recognized as 2021 Pension Bridge Institutional Asset Management Award winners for strong performance, innovation and excellence in their respective categories. The Columbia Seligman Global Technology Strategy won Active Global Equity Strategy of the Year and the Columbia Multi-Sector Fixed Income Strategy won Active Global Fixed Income Strategy of the Year.
Oct 05, 2021 12:00 pm ET
Ameriprise Financial Named #1 Most Trusted Wealth Manager by Investor’s Business Daily
Ameriprise Financial, Inc. (NYSE: AMP) today announced it was named the “#1 Most Trusted Wealth Manager” in a new survey by Investor’s Business Daily (IBD). The firm also earned a top 10 spot overall on IBD's 2021 list of the “25 Most Trusted Financial Companies.” To compile the trust rankings, IBD and polling partner TechnoMetrica Market Intelligence surveyed more than 6,000 consumers and asked them to rate financial companies based on trust attributes that matter most to them, including:
Oct 01, 2021 12:16 pm ET
34 Ameriprise Financial Advisors Named to the Forbes “Top Next-Gen Wealth Advisors” List
Ameriprise Financial Inc. (NYSE: AMP) today announced that 34 Ameriprise financial advisors were named to the Forbes “Top Next-Gen Wealth Advisors” list. Each year, Forbes publishes the list recognizing the top advisors under 40 years of age across the country based on several factors including success in the business, compliance records, assets under management and high levels of ethical standards.
Sep 29, 2021 10:04 am ET
11 Ameriprise Financial Advisors Named to the Barron’s “Top Independent Advisors” List
Ameriprise Financial Inc. (NYSE: AMP) today announced that 11 of the firm’s financial advisors were named to the Barron’s “Top Independent Advisors” list. Each year, Barron’s publishes the list recognizing the top 100 independent advisors across the country based on several factors including success in the business, compliance records, assets under management and high levels of ethical standards.
Sep 21, 2021 09:05 am ET
Columbia Threadneedle Investments Expands Strategic Beta Fixed Income Suite with Launch of Columbia Short Duration Bond ETF (SBND)
Columbia Threadneedle Investments today announced the expansion of its strategic beta fixed income exchange-traded fund (ETF) offerings with the launch of Columbia Short Duration Bond ETF (NYSE Arca: SBND), a short-duration bond strategy focused on generating income in four segments of the debt markets. SBND tracks the firm’s proprietary Beta Advantage® Short Term Bond Index, which provides a rules-based approach to investing that is diversified and weighted toward opportunity rather than indebtedness.
Sep 20, 2021 12:00 pm ET
Best-in-Class Client Service and Potential for Growth Attracts Two Practices Managing More Than $370 Million to Ameriprise Financial
Ameriprise Financial, Inc. (NYSE: AMP) today announced that two practices managing a combined $370 million in client assets joined the firm for its strong culture of integrity, exceptional client service, and resources for growth. Financial advisor Larry Teichman, CFP®, whose practice name is Caritas Financial, joined from LPL Financial in Chesterland, Ohio, and J Carrell joined from Morgan Stanley in Arlington, Texas. Both advisors joined Kuttin Wealth Management, a top team within Ameriprise’s independent channel led by Barron’s Hall of Fame advisor
Sep 14, 2021 09:00 am ET
Columbia Threadneedle Investments’ Catherine Stienstra Named Bond Manager of the Year by Bonhill Group
Columbia Threadneedle Investments today announced that Catherine Stienstra, Head of Municipal Bond Investments and Senior Portfolio Manager, has been recognized as one of the top women in asset management by Bonhill Group as part of its 2021 U.S. Women in Asset Management Awards program.1 Catherine was named a winner in the bond manager category where she was short-listed alongside nine other finalists.
Sep 13, 2021 09:35 am ET
Ameriprise Financial Matching Public Donations to Feeding America Now Through Oct. 31
Ameriprise Financial (NYSE: AMP) today announced it is matching donations to Feeding America® in support of the 38 million Americans, including 12 million children, struggling with hunger. Every dollar donated (up to $250,000) now through Oct. 31, 2021 will help provide at least 20 meals to families and individuals in need when matched by Ameriprise.* In total, the campaign will help deliver 5 million meals* to Americans across the country. To participate in the Ameriprise matching campaign, simply visit:
Sep 08, 2021 03:08 pm ET
Columbia Acorn European Fund Celebrates 10-Year Milestone as Best Fund Among Morningstar Peers
Columbia Threadneedle Investments today announced that the Columbia Acorn European Fund has reached its 10-year anniversary. Since its inception, the fund has outpaced its competition and is ranked as the top-performing fund of the decade in Morningstar’s Europe Stock category.
Sep 08, 2021 02:30 pm ET
Third Coast Advisors Launches Investment Program in Partnership with Ameriprise Financial
Texas-based Third Coast Bank SSB recently launched a new investment program, Third Coast Advisors, in partnership with Ameriprise Financial (NYSE: AMP). The bank chose the Ameriprise Financial Institutions Group (AFIG) channel to serve as its broker-dealer after an extensive search and thorough evaluation of the company’s capabilities in comparison to competitors.
Sep 01, 2021 10:00 am ET
Seven Ameriprise Financial Advisors Named to the Forbes “America’s Top Wealth Advisors” List
Ameriprise Financial Inc. today announced that seven of its financial advisors were named to the Forbes list of “America’s Top Wealth Advisors.” Each year, Forbes publishes the list recognizing the top 250 advisors across the country based on several factors including success in the business, compliance records and assets under management. The Ameriprise advisors on the 2021 list are:
Aug 19, 2021 12:00 pm ET
Strong Client Focus Draws Advisor with Nearly $200 Million to Ameriprise
Financial advisor Jason Williams recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from BB&T Securities, LLC in Winchester, Virginia with nearly $200 million in client assets. Williams joined the firm for the opportunity to be independent and align with a client-focused firm that offers a wide range of products and services. Williams will also join The Myrias Group, which is led by Ameriprise private wealth advisor John Everson, CFP®, MS.
Aug 09, 2021 02:00 pm ET
Two Advisors with Nearly $450 Million in Assets Join Ameriprise for More Resources to Grow Their Businesses
Ameriprise Financial, Inc. (NYSE: AMP) recently added two advisors to its branch channel with nearly $450 million in combined client assets. Marc Gendell joined from UBS Financial Services in Atlanta as a financial advisor. Separately, Chris Thompson, CFP®, joined from Wells Fargo in Jacksonville, Florida as a financial advisor and associate branch manager. Both Gendell and Thompson said Ameriprise became the top choice for their practices after they learned more about the robust resources and flexibility the firm provides to help advisors serve clients and grow their
Aug 04, 2021 01:00 pm ET
Columbia Flexible Capital Income Fund Celebrates 10-Year Milestone
Columbia Threadneedle Investments today announced that the Columbia Flexible Capital Income Fund has reached its 10-year anniversary. Since its inception a decade ago, the fund has experienced outstanding long-term performance, as evidenced by its consistent top-decile ranking among peers, according to Morningstar, for the 1-year, 3-year, 5-year, and 10-year time periods ending July 31, 2021. Additionally, the Columbia Flexible Capital Income Fund (Institutional Share Class, CFIZX) is the number one performing fund in the Allocation--30% to 50% Equity category for the 10-year period, ending Ju
Aug 04, 2021 10:00 am ET
California Credit Union Partners with Ameriprise Financial to Expand and Enhance its Investment Solutions
Ameriprise Financial (NYSE: AMP) today announced that California Credit Union has moved its investment program to the Ameriprise Financial Institutions Group (AFIG). Serving more than 165,000 members with 25 branches across Southern California, California Credit Union selected the Ameriprise Financial platform to enhance and expand its investment solutions offering for its members. With 11 financial advisors located in San Diego and Los Angeles, the investment program currently manages $750 million in brokerage assets.
Aug 04, 2021 10:00 am ET
North Island Credit Union Partners with Ameriprise Financial to Expand and Enhance its Investment Solutions
Ameriprise Financial (NYSE: AMP) today announced that North Island Credit Union, a division of California Credit Union, has moved its investment program to the Ameriprise Financial Institutions Group (AFIG). Serving more than 165,000 members with 25 branches, the credit union selected the Ameriprise Financial platform to enhance and expand its investment solutions offering for its members. With 11 financial advisors across Southern California, the investment program currently manages $750 million in brokerage assets.
Jul 28, 2021 10:45 am ET
Ameriprise’s Commitment to Supporting Women Attracts Advisor with Over $200 Million in Client Assets
Financial advisor Kim Latimer, CFP® recently joined the branch channel of Ameriprise Financial (NYSE: AMP) from Merrill Lynch in Houston, Texas with $211 million in client assets. Latimer was attracted to Ameriprise’s commitment to supporting women, and the depth of the resources the firm provides to serve her clients well. Ameriprise branch manager Britt Kornmann supports the team.
Jul 26, 2021 04:10 pm ET
Ameriprise Financial Declares Regular Quarterly Dividend
The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.13 per common share payable on August 20, 2021 to shareholders of record at the close of business on August 9, 2021.
Jul 26, 2021 04:08 pm ET
Ameriprise Financial Reports Second Quarter 2021 Results
Ameriprise Financial, Inc. (NYSE: AMP):
Jul 15, 2021 10:30 am ET
Melda Mergen to Become Global Head of Equities
Columbia Threadneedle Investments today announced that, as part of a planned transition, Melda Mergen, Deputy Global Head of Equities, will succeed William Davies as Global Head of Equities on October 1, 2021. As previously announced, Mr. Davies will assume the role of Global Chief Investment Officer in January 2022 when current Global CIO Colin Moore retires from the firm. Ms. Mergen will continue to report to Mr. Davies when she assumes her new role.
Jul 13, 2021 10:00 am ET
Ameriprise Financial Named a “Best Place to Work” on the Disability Equality Index® for the Second Consecutive Year
Ameriprise Financial (NYSE: AMP) today announced it has been named a “Best Place to Work for Disability Inclusion” by the American Association of People with Disabilities and Disability:IN. The firm earned this distinction as a result of receiving a high score of 90 percent on the Disability Equality Index® (DEI), which is regarded as the most comprehensive benchmarking tool for disability inclusion in the workplace.
Jul 12, 2021 04:32 pm ET
Ameriprise Financial Announces Schedule for Second Quarter 2021 Investor Conference Call
Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its second quarter financial results on Monday, July 26, 2021 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Tuesday, July 27, 2021 at approximately 9:00 a.m. (ET).
Jul 07, 2021 11:00 am ET
Advisor Joins Ameriprise for More Control to Build His Practice and Deliver Exceptional Client Service
Ryan Thompson, MBA, CFP®, a financial advisor managing $110 million in client assets, joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Morgan Stanley in Shreveport, Louisiana. Thompson was looking for an opportunity to rejoin an independent platform, after spending six years as an employee advisor at his former firm. He conducted due diligence on a variety of firms over the last year and felt confident that moving to Ameriprise was the best fit for his practice.
Jun 30, 2021 09:00 am ET
Columbia Threadneedle Announces Planned Global Chief Investment Officer Transition
Columbia Threadneedle Investments, a leading global asset manager, today announced the retirement of Colin Moore from Columbia Threadneedle as global chief investment officer after nearly 20 years at the firm. Consistent with the company’s long-standing succession planning, William Davies, currently EMEA CIO and global head of equities, will become global CIO upon Mr. Moore’s retirement in January 2022.
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