Tag : Ameriprise

Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
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Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources

Fintech News Desk
by Fintech News Desk0
Financial advisor Matthew De Vries, MBA, CFP, AAMS, joined the independent channel of Ameriprise Financial, 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......
Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
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Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
by Fintech News Desk0
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
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Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times
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Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times

Fintech News Desk
by Fintech News Desk0
Six months after moving their practice, former Stifel advisors say Ameriprise’s dedicated support and seamless technology facilitated a smooth transition Financial advisors Donald Henriquez III and Scott Cirelli joined the employee channel of Ameriprise Financial in Florham Park, N.J. after spending almost nine years at Stifel Financial Corp. The advisors,......
Ameriprise Financial Named a “Best Place to Work” on the Disability Equality Index
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Ameriprise Financial Named a “Best Place to Work” on the Disability Equality Index

Fintech News Desk
by Fintech News Desk0
Ameriprise Financial has been named among the country’s “Best Places to Work for Disability Inclusion” by the American Association of People with Disabilities (AAPD) and Disability:IN. The company scored 90 percent on the Disability Equality Index (DEI), which is widely regarded as the most comprehensive benchmark for measuring disability inclusion in......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
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Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets

Fintech News Desk
by Fintech News Desk0
Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial. Jeffery Davis joined from Morgan Stanley in Plano, Texas. Separately, Glen Wilk joined from Wells Fargo in Duluth, Georgia. Both teams were looking for a firm that is strategically focused......
Ameriprise Study Reveals Vast Majority of Investors Who Have Experienced a Major Financial Setback Have Overcome It
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Ameriprise Study Reveals Vast Majority of Investors Who Have Experienced a Major Financial Setback Have Overcome It

Fintech News Desk
by Fintech News Desk0
As many Americans find themselves evaluating their financial picture as a result of COVID-19, the road to recovery may seem daunting – or even impossible. However, the way investors have dealt with financial challenges in the past may shed light on how investors may be able to handle the financial......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
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Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
Ameriprise Financial Announces New Grants and Connects Employees and Advisors to Volunteer Opportunities in a Time of Crisis
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Ameriprise Financial Announces New Grants and Connects Employees and Advisors to Volunteer Opportunities in a Time of Crisis

Fintech News Desk
by Fintech News Desk0
Ameriprise Financial, along with its subsidiary, Columbia Threadneedle Investments, is adapting its longstanding volunteer program so its employees and advisors can give back to communities that face immediate need while adhering to local health and safety guidelines. As the firm approaches its annual National Day of Service, which in past......
Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings
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Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings

Fintech News Desk
by Fintech News Desk0
Ameriprise Financial announced that it has been named a top performer in the 2020 Wants & Pricing customer satisfaction report conducted by independent research and benchmarking company Hearts & Wallets. The annual survey asked more than 5,000 households to rate their financial firms based on service dimensions that customers most......
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