Advisor Team Joins Ameriprise in Search of Personalized Support and Freedom to Set Their Own Goals

MinneapolisMarch 18, 2021Southern Indiana Advisors, a wealth management practice managing $130 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Raymond James Financial Services, Inc. in Jasper, Indiana. The team is led by financial advisors Jeff Schneider, AAMS®, CRPC®, Jennifer Wilkerson, and Karen Lively, and includes office assistant Jan Kleinhelter. The team was seeking more personalized support to reach their practice goals amid the constantly changing environment, and found Ameriprise delivered what they were looking for.

Client-Friendly Technology Brings 11-Person Advisor Team to Ameriprise

MinneapolisMarch 11, 2021Integrity Financial, a wealth management practice managing $200 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Next Financial Group. Bob Ross, CFP®, CKA® is the lead financial advisor on the team and is joined by his business partner Craig King, CPA®, CKA®, financial advisors Terence Hagedorn, CKA® and Matthew Caton, office manager Nancy Vesel, MBA, and support staff Michelle Canfield, Mallory Delauro, Gretchen Grob, Elaine Hagedorn, Josiah Jazwa, and Gwen Nolan. The team, located in Independence, Ohio, decided to move to Ameriprise for a better digital client experience.

Advisor Team With $150 Million in Assets Joins Ameriprise from Waddell & Reed

MinneapolisMarch 4, 2021Tranquil Lakes Investment Advisors, a wealth management practice managing $150 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Waddell & Reed in Madison, Wisconsin. The team consists of Jason Hatch, AWMA®, Mark Wood, AAMS® and Frank Janowitsch, APMA®, Mary Weber, MBA, and Benjamin Esdaile. After their previous firm was acquired, the team thoroughly evaluated the marketplace and found that Ameriprise had the reputation, robust support for advisors and dedicated transition team that made them feel confident in making the move.

347 Ameriprise Financial Advisors Named to the Forbes Best-in-State Financial Advisors List

MinneapolisFebruary 25, 2021 – Ameriprise Financial Inc., today announced that 347 financial advisors were named to Forbes Best-in-State Financial Advisor list. Forbes recognizes the industry’s top advisors based on several factors, which include levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation’s most productive advisors.

Advisor chooses Ameriprise for independence and financial planning capabilities

MINNEAPOLIS – February 22, 2021 – Financial advisor Ellie Tobin Stubbs recently joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from TIAA-CREF Individual & Institutional Services, LLC, in Barre, Vermont with $64 million in client assets. Stubbs joined the firm for the opportunity to become independent, align with a firm focused on delivering comprehensive financial advice to clients, and to join forces with Ameriprise private wealth advisor Denise Palmer, ChFC®, CLTC®.

Ameriprise Financial Rolls Out New Development Program to Help Next-Gen Advisors Build Successful Careers and Provide Exceptional Service to Clients

Minneapolis  February 22, 2021 – Ameriprise Financial (NYSE: AMP) is launching a new training program designed to advance the development of the next generation of financial advisors, while at the same time driving growth for their practices. The Associate Financial Advisor Business Development Program sets up licensed Ameriprise Associate Financial Advisors (AFAs) for long-term success in the industry by teaching them to consistently deliver a goal-based, premium client experience.

Ameriprise Financial Earns J.D. Power Customer Service Certification for the Second Year in a Row

Minneapolis – February 18, 2021 – For the second consecutive year, J.D. Power has awarded Ameriprise Financial (NYSE: AMP) with certification for providing its financial advisors with an “outstanding customer service experience” when they 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.

Ameriprise Financial Along with its Employees and Advisors Donated $17.3 Million to Support Communities in 2020

MINNEAPOLISFeb. 12, 2021 – In 2020, Ameriprise Financial, Inc. (NYSE: AMP), along with its employees and advisors, donated $17.3 million to help communities in need and combat the unique challenges brought on by the Covid-19 pandemic and civil unrest. Additionally, Ameriprise employees and advisors recorded more than 35,000 volunteer hours in support of hunger relief and community rebuilding, which were in historically high demand amid the environment.

U.S. Equities Bounce Higher on Rising Prospect of Stimulus

After suffering through their worst weekly loss since the end of October two weeks ago, U.S. equities came roaring back with their best gain since the first week in November, closing on Friday at a new record high. The S&P 500® Index surged to a 4.6 percent gain while shrugging off the short squeeze distraction and focusing on the promise of more stimulus, pushing the index back into a gain for the year-to-date of 3.5 percent. Small stocks once again led the way as the Russell 2000 Index climbed 7.7 percent, leaving it higher on the year by 13.1 percent. Fourth quarter corporate earnings continue to exceed expectations, with year-over-year growth now expected in the quarter, a remarkable turnaround from expectations of just one month ago.[i] The VIX index tumbled last week, declining from 33 to 21, washing out the previous week’s short squeeze induced anxiety.

Ameriprise Unveils Ultimate Advisor Partnership, with Capabilities and Support to Help Advisors Grow 2.5Xs Faster than Key Competitors

Minneapolis -- February 08, 2021 – Ameriprise Financial, Inc. (NYSE: AMP) today introduced a new go-to-market strategy designed to help financial advisors accelerate growth in their businesses and deliver an excellent and highly-referable level of service to clients. The Ultimate Advisor PartnershipTM brings together the capabilities and support the firm has developed as a leader in financial planning with a track record of exceptional customer satisfaction scores. Advisors who are already affiliated with the firm or who choose to join Ameriprise can take advantage of the Ultimate Advisor Partnership to promote efficiency, differentiate their practices and drive satisfaction through a digitally advanced and integrated client experience.