Ameriprise Finl Inc Stock Price, News & Analysis

Columbia Threadneedle (NYSE:AMP) and Long Run Partners announced a partnership to invest in and programmatically securitize up to $1.5 billion of high‑quality non‑agency mortgage loans sourced by Long Run.

Portfolios managed by Columbia Threadneedle will provide 90% of the partnership’s capital; Long Run will provide 10% and administrative services. Columbia Threadneedle manages $68.8 billion in structured assets, while Long Run acquired approximately $4.5 billion of non‑agency mortgages over the last year. The collaboration aims to combine sourcing, aggregation, securitization and credit research to pursue higher yields and risk‑adjusted returns.

Ameriprise Financial (NYSE:AMP) added advisor Roy LeBlanc to Azalea Wealth Management in Mobile, Ala., joining Private Wealth Advisor David McKean Jr.

LeBlanc moved from Wells Fargo Clearing Services where he managed over $100 million in client assets. Azalea Wealth Management comprises three advisors and four support staff and is supported by local Ameriprise leaders Sabrina Tacheny and Tres Rouquette. Ameriprise noted ~1,700 advisors have joined the firm in the past five years. LeBlanc cited Ameriprise's planning capabilities, client-first culture and succession path as reasons for the move and described the transition as "seamless."

Ameriprise Financial (NYSE: AMP) marked the 20th anniversary of its NYSE listing on October 9, 2025, celebrating two decades as an independent, publicly traded company.

Key facts: 3.5 million clients served, operations in 20 countries, and $1.6 trillion in assets under management, administration and advice. The company highlighted its long‑term leadership under chairman and CEO Jim Cracchiolo and noted it has delivered the No. 1 total shareholder return within the S&P 500 Financials Index since the 2005 spin‑off. To mark the anniversary, Ameriprise donated $100,000 to Feeding America and is matching public donations up to $250,000 through October.

Ameriprise Financial (NYSE: AMP) added Oakwood Financial Group, a Winter Park, FL advisory team managing $260 million in client assets, which moved from Wells Fargo Clearing Services on October 8, 2025. The three-person practice is led by Mike Lloyd, CFP, CLU, ChFC, and includes Gregg Mulvany and Joel Ingram.

The team cited Ameriprise's integrated technology platform, local branch culture, and leadership support as drivers of the move and reported a smooth transition with positive client feedback. Oakwood will be supported by Complex Director Dylana Hopler and Regional VP Michael Rearden. Ameriprise noted ~1,700 advisors joined the firm in the last five years.

Ameriprise Financial (NYSE: AMP) has announced that Kendall Wealth Management, a family-run practice led by Private Wealth Advisor Kiley Kendall, has joined its independent channel from Edward Jones, bringing over $300 million in assets. The team includes Kiley Kendall, her husband Mitch Kendall, and son Kyle Kendall, along with support staff.

The move was driven by three key factors: enhanced flexibility in client service, independence with institutional support, and the credibility of Ameriprise's trusted brand. The New Philadelphia, Ohio-based practice aims to leverage Ameriprise's integrated technology and planning tools to strengthen multi-generational planning services.

This addition continues Ameriprise's strong recruitment momentum, with approximately 1,700 financial advisors joining the firm in the past 5 years.

Columbia Threadneedle Investments celebrates the 10th anniversary of its Columbia EM Core ex-China ETF (XCEM), the first broad-based emerging markets ETF to exclude China exposure. Launched in 2015, the four-star Morningstar-rated fund has accumulated over $1.1 billion in client assets.

The ETF has demonstrated strong performance, ranking in the top 16% of Morningstar's U.S. Fund Diversified Emerging Markets category for the 5-year period. XCEM tracks the Beta Thematic® Emerging Markets Ex-China Index, covering up to 700 emerging markets companies. With 332 holdings and a competitive 0.16% expense ratio, XCEM offers investors a balanced approach to emerging markets investing while controlling exposure to China-related risks.

Ameriprise Financial (NYSE: AMP) released new research findings from their Parents & Finances study, surveying over 3,000 American parents. The study reveals that while 65% of parents feel confident about their retirement comfort, 36% worry that financially supporting adult children could impact their retirement plans.

Key findings show that 76% of parents fund one-time goals for adult children like weddings or home down payments, 63% cover ongoing expenses for children over 21, and 98% would allow adult children to live with them. Additionally, 47% plan to leave an inheritance, while 29% intend to gift wealth during their lifetime.

Notably, 96% of parents working with financial advisors express confidence in achieving their top financial goals, with 78% finding advisor guidance helpful in making financial decisions regarding adult children.

Ameriprise Financial (NYSE: AMP) announced that 20 of its financial advisors have been named to Barron's "Top 100 Independent Financial Advisors" ranking for 2025. The prestigious recognition is based on multiple success factors including client assets managed, revenue generation, and practice quality with high ethical standards.

Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel, highlighted the company's support for advisors through advanced technology, coaching, and comprehensive wealth management solutions that contribute to their ongoing success.

Ameriprise Financial (NYSE:AMP) announced that financial advisor Mike Felton, CFP® has joined their branch channel from Merrill Lynch, bringing $110 million in client assets. Based in Charleston, S.C., Felton, a 20-year industry veteran, chose Ameriprise for its financial planning culture, integrated support model, and advanced technology platform.

The transition highlights Ameriprise's continued success in attracting experienced advisors, with over 400 advisors joining in 2023 and approximately 1,700 advisors joining in the last 5 years. Felton will be supported by Complex Director Jamie O'Brien and Regional Vice President Michael Rearden.