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2024-01-08 13:09:41 ET Summary I cover all of my sales for the year and the reasoning behind each, as well as the purchases. I review the portfolio's goals, guidelines, and a brief history of the portfolio. Income exceeded my goals with an increase of 11.1% on the year, while ...
Advisor says his transition to Ameriprise “could not have gone better” Financial advisor Bruce Kunkle MBA, CFP ® , RICP ® , recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo with over $100 million ...
2024-01-02 02:55:33 ET Summary Ameriprise Financial has outperformed the S&P 500 since April 2023, with an RoR of over 200%. The company saw 24% EPS growth in 3Q23 and grew its AUM by $1.2T, demonstrating resilience and strength in its business model. Despite some risks an...
2023-12-12 20:24:54 ET Summary Ole Andreas Halvorsen's 13F stock portfolio value increased slightly to $24.64B, with 80 holdings. The largest positions in the portfolio are Visa, Workday, Amazon.com, United Parcel Service, and Danaher Corp. New stakes include Block Inc., Freep...
F. Pat Cunnane left LPL Financial to join Fidant Wealth Partners, an established Ameriprise practice Financial advisor F. Pat Cunnane, CIMA ® , MBA , recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial’s Cleveland-ba...
2023-11-21 10:45:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
For the fifth year in a row, Ameriprise Financial (NYSE: AMP) has received a J.D. Power certification for delivering an “outstanding customer service experience” to its financial advisors who contact the company by phone for support. The Ameriprise Advice & Wealth Management...
Advisors say positive reactions from clients were a “huge compliment and affirmation of our decision to move our practice to Ameriprise” Financial advisors Jason Kokaly and Brian Reiber recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: ...
The strategic relationship includes approximately 100 financial advisors and $18 billion in assets Ameriprise Financial, Inc. (NYSE: AMP) and Comerica, Inc. (NYSE: CMA) today announced that Ameriprise Financial Services, LLC and Comerica (through certain affiliates) have closed the ar...
2023-11-11 19:40:55 ET Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. Introduction The D...
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2024-06-28 09:15:05 ET Jefferies analyst issues BUY recommendation for AMP on June 28, 2024 07:56AM ET. The previous analyst recommendation was Buy. AMP was trading at $430.34 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current analys...
Guided by a mission to help clients confidently achieve their financial goals, Ameriprise has grown into a global financial services powerhouse On Saturday, June 29, Ameriprise Financial, Inc. (NYSE: AMP) will celebrate its 130 th anniversary. The firm, founded in Minneapolis in 189...
The series of lists recognizes top advisors across the industry for their practice growth and scale, client service, and professionalism Today, Ameriprise Financial (NYSE: AMP) announced that 87 of the firm’s financial advisors were named to AdvisorHub’s third annual &...