How UDB Financial Grew by More Than 30% Since Joining Ameriprise in 2019 to Manage $833 Million in Client Assets

MinneapolisApril 29, 2021UDB Financial, a wealth management practice located in Alexandria, Louisiana, recently celebrated two years with Ameriprise Financial, Inc. (NYSE: AMP) after leaving LPL Financial in 2019. Financial advisors Michael Upton, AAMS®, Jeff Draughon, AAMS®, and Joey Bollinger, MBA, AAMS® lead the team and believe the switch to Ameriprise’s branch channel helped them capitalize on market performance and accelerated growth for their practice, while delivering an outstanding and efficient client experience through goal-based financial planning. Today, the team manages $833 million in client assets, a significant increase from the $633 million they managed when they left their previous firm. Notably, in a recent satisfaction survey, clients rated UDB Financial 4.9 out of 5 in overall satisfaction based on 76 reviews.1

Ameriprise Financial Increases Regular Quarterly Dividend

MINNEAPOLIS – April 26, 2021 – The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) increased the company’s quarterly cash dividend by 9 percent, or $0.09 per common share, to $1.13 per common share payable on May 21, 2021 to shareholders of record at the close of business on May 10, 2021.

Two Practices with $232 Million Join Ameriprise to Reach Their Succession Planning and Growth Goals

MinneapolisApril 20, 2021 – Ameriprise Financial, Inc. (NYSE: AMP) recently added two advisor practices to its branch channel with $232 million in combined client assets. Steve Potter joined from Morgan Stanley in Charleston, South Carolina, and separately Frank Gordon, CLU® and John Beninato, CDFA® joined from MassMutual in Red Bank, New Jersey. Both practices were looking for a firm with deep expertise and personalized support to help them reach their goals.

Entrepreneurial Culture, Financial Planning Focus, and Robust Transition Support Draw $120-Million Team to Ameriprise

MinneapolisApril 15, 2021 – Today Ameriprise Financial, Inc. (NYSE: AMP) announced that Ark Wealth Management, a financial advisory practice managing $120 million in client assets, has joined its independent channel from First Command Financial Planning in Tacoma, Washington. Financial advisors Chris McCulloch, CFP® and Wes Niblack, CFP®, ChFC® lead the team, and are joined by support staff Malinda Hall, Emily Kleppen, and Erin Watlington. The team was looking to ensure they’re providing the best service to clients and found that Ameriprise could help them take their capabilities to the next level. 

Ameriprise Financial to Acquire BMO’s EMEA Asset Management Business

MINNEAPOLIS, BOSTON and LONDON – April 12, 2021 – Ameriprise Financial, Inc. (NYSE: AMP) today announced that it has signed a definitive agreement with BMO Financial Group (BMO) to acquire its EMEA asset management business for £615 million, or approximately $845 million. The all-cash transaction adds $124 billion of AUM in Europe and is currently expected to close in the fourth quarter of 2021, subject to regulatory approvals in the relevant jurisdictions.

Ameriprise Financial Announces Schedule for First Quarter 2021 Investor Conference Call and 2021 Annual Meeting of Shareholders

MINNEAPOLIS – April 9, 2021 – Ameriprise Financial, Inc. (NYSE: AMP) plans to announce its first quarter financial results on Monday, April 26, 2021 after the close of the New York Stock Exchange. The company will host a conference call to discuss the results on Tuesday, April 27, 2021 at approximately 9:00 a.m. (ET).

57 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List

Minneapolis April 2, 2021 – Ameriprise Financial Inc. (NYSE: AMP), today announced that 57 of its financial advisors were named to Forbes list of the “Top Women Wealth Advisors” in the country. Forbes recognizes the industry’s top women advisors based on 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.

The Pandemic Has Shifted Investors’ Financial Priorities and Sharpened Their Focus on Managing Their Money, Ameriprise Financial Study Finds

Minneapolis – March 31, 2021 – The COVID-19 pandemic has reshaped the ways in which many investors are spending and saving their money – and they expect they’ll carry their newfound priorities into the future, according to new research released today from Ameriprise Financial (NYSE: AMP). The Financial Priorities study surveyed more than 3,000 Americans with at least $100,000 in investable assets to understand what they care most about when it comes to their money, and how their priorities have changed amid the challenges of the last year.

Ameriprise Financial Welcomes Idaho Central Credit Union to its Financial Institutions Channel

MinneapolisMarch 29, 2021 – Ameriprise Financial (NYSE: AMP) today announced that Idaho Central Credit Union (ICCU) selected Ameriprise Financial Institutions Group (AFIG) as its broker-dealer. By leveraging the Ameriprise platform, ICCU established a wealth management program, Idaho Central Wealth Management. AFIG partners with community banks and credit unions to help their clients reach their goals through financial planning and investment solutions.