Tag : Ameriprise Financial

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  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......
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial 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......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
Fintech News

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......
Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
by Fintech News Desk0
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. 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......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial 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......
LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
by Fintech News Desk0
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities 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 from CUNA Brokerage Services.......
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