AMP · News · 20260807N

Distribution Channels

AMERIPRISE FINANCIAL INC · 2026-08-07 · Importance 34 · Surprise 42

Steinmetz Jackson Wealth Management Group joined Ameriprise Financial’s branch channel from Janney Montgomery Scott, bringing more than $370 million in client assets to the Fort Lauderdale, Florida, practice. The team cited Ameriprise’s financial-planning tools, integrated technology, and AI platform as factors supporting client experience and service efficiency. Separately, Seven Arrows Wealth, a three-advisor team managing approximately $250 million, left Ameriprise for Raymond James’ independent advisor channel, highlighting ongoing competition for experienced advisors and client assets. Ameriprise reported that approximately 1,700 advisors had joined the firm over the prior five years.

Key facts

• Ameriprise filed a Form 144 indicating a proposed sale of up to 2,400 shares of common stock on the NYSE with an aggregate market value of $1,339,866.61. source
• The Form 144 shares are set to vest on August 6, 2025, with a sale period extending until August 6, 2026, and American Enterprise Investment Services, Inc. is listed as the broker. source