Ameriprise Financial Named a Top Performer in Hearts & Wallets Customer Satisfaction Survey

Minneapolis(May 10, 2021) – Ameriprise Financial (NYSE: AMP) today announced it has again received high marks in an annual customer satisfaction survey conducted by independent research and benchmarking firm Hearts & Wallets. Survey participants named Ameriprise a top performer in key categories, with clients saying the company is “unbiased,” puts their “interests first,” and offers investment ideas that are “knowledgeable, timely and tactical.” The 2021 “Wants & Pricing Report” is based on Hearts & Wallets’ survey of nearly 6,000 U.S. households who provided detailed feedback on their experience with financial firms.
 

Strong Values, Goal-Based Planning, and Independence Draws Waddell & Reed Team with Nearly $200 Million in Assets to Ameriprise

MinneapolisMay 10, 2021Crosstown Financial Advisors, a wealth management practice managing $192 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Waddell & Reed. The team, which operates two office locations in Sugar Grove, Illinois and Lisle, Illinois, includes financial advisors Christopher Forbes, CFP®, Thomas Morrissy, CFP®, Kathleen Morrissy, CFP®, and David Servatius. When the sale of Waddell & Reed was announced in late 2020, the advisors felt it was in the best interest of their clients to do their due diligence on a variety of firms. They were looking for a values-driven partner that would provide independence, and robust succession planning expertise – while enabling them to deliver a superior client experience grounded in goal-based financial planning. After evaluating the marketplace, they found that Ameriprise was the best fit.

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.