Ameriprise Financial

LPL Financial Welcomes Strategic Insights Financial Planning Group

Retrieved on: 
Thursday, April 11, 2024
Small business, Ameriprise Financial, Business development, Growth, RIA, Culture, LPL, Credo, Human, SAN

SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • The team of five advisors reported serving approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial.
  • They take a team approach so they can go deeper into financial planning with the goal of delivering highly customized client experiences and building meaningful relationships.
  • We look forward to supporting Strategic Insights Financial Planning for generations to come.”

LPL Financial Welcomes Somnio Wealth

Retrieved on: 
Wednesday, April 10, 2024
Love, Business development, SAN, LPL, Ameriprise Financial, RIA, Financial adviser

SAN DIEGO, April 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Greg Mullaney, CFP®, Colleen Kelly Abate, CFP® and Peter Pagano have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, April 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Greg Mullaney, CFP®, Colleen Kelly Abate, CFP® and Peter Pagano have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • They reported serving approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Ameriprise Financial.
  • With the move they launch Somnio Wealth , an independent financial practice based in Louisville, Ky.
  • In addition, as we look to expand our footprint, LPL’s M&A Solutions will help us attract other advisors and grow our business our way.”
    Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome Greg, Peter, Colleen and the rest of the team to the LPL community and are honored to support the launch of Somnio Wealth.

Hearsay Summit Brings Together Brightest Minds in Financial Services to Up-level Digital Marketing and Explore AI Use Cases Amidst a Dynamic Regulatory Environment

Retrieved on: 
Friday, April 26, 2024
Software, Finance, Marketing, Advertising, Communications, Professional Services, Technology, Fintech, JPMorgan Chase, Wells Fargo, Ameriprise Financial, Edward Jones, AI, Wealth management, Essex House, National Life Group, Fastest, American Family Insurance, Multimedia, Creativity, System, BlackRock, Organization, Financial adviser

Sponsored by LinkedIn, leaders at the intersection of financial services and technology convened to brainstorm, network, and learn.

Key Points: 
  • Sponsored by LinkedIn, leaders at the intersection of financial services and technology convened to brainstorm, network, and learn.
  • “Between evolving regulations, changing customer engagement preferences, and integrating responsible AI into financial services, keeping pace can be overwhelming for many organizations.
  • I am thrilled that Hearsay Summit offers such a space.”
    In addition to Summit programming, each year Hearsay honors select companies for their accomplishments.
  • The Hearsay Awards program celebrates financial services leaders who use Hearsay to elevate the customer experience and deliver outstanding value to clients.

Ameriprise Financial Increases Regular Quarterly Dividend

Retrieved on: 
Monday, April 22, 2024
Finance, Banking, Professional Services, Asset Management, Insurance, Ameriprise Financial

The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) increased the company’s quarterly cash dividend by 10 percent, or $0.13 per common share, to $1.48 per common share payable on May 17, 2024 to shareholders of record at the close of business on May 6, 2024.

Key Points: 
  • The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) increased the company’s quarterly cash dividend by 10 percent, or $0.13 per common share, to $1.48 per common share payable on May 17, 2024 to shareholders of record at the close of business on May 6, 2024.
  • At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years.
  • With extensive investment advice, asset management and insurance capabilities and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
  • View source version on businesswire.com: https://www.businesswire.com/news/home/20240422709811/en/

Financial Services Veteran Scott Smith Joins Buckler as CEO

Retrieved on: 
Tuesday, April 16, 2024
Ecosystem, Ameriprise Financial, CISO, Senior, Financial services, Growth, Management

COLUMBUS, Ohio, April 16, 2024 /PRNewswire-PRWeb/ -- Buckler, a premier provider of Cyber Program Management Solutions for the financial services industry, is delighted to announce the appointment of Scott Smith as its new Chief Executive Officer (CEO) and Member of the Board of Directors, effective immediately. Bringing a wealth of experience and visionary leadership to Buckler, Scott has a proven track record of driving growth and fostering innovation within the Financial Services sector. His understanding of the dynamics and ecosystem that drive decision-makers at financial service firms will undoubtedly propel Buckler to new heights.

Key Points: 
  • Bringing a wealth of experience and visionary leadership to Buckler, Scott has a proven track record of driving growth and fostering innovation within the Financial Services sector.
  • His understanding of the dynamics and ecosystem that drive decision-makers at financial service firms will undoubtedly propel Buckler to new heights.
  • Scott joins Buckler with a distinguished career, having previously held CEO roles at FactRight and Flatirons Asset Management, as well as serving as Managing, or Senior Managing Director, at Capview Partners, Ameriprise Financial, and Waypoint Residential.
  • Founder, CISO and Chairman of Buckler, Vincent Guyaux states, "We are fortunate to have engaged Scott Smith for the CEO role.

Savvy Advisors Welcomes Real Estate Expert David Gottlieb as Newest Wealth Manager

Retrieved on: 
Thursday, April 4, 2024
Technology, Construction & Property, Finance, Fintech, Consulting, Other Technology, Professional Services, Software, Asset Management, Residential Building & Real Estate, Growth, Knowledge, Ameriprise Financial, HNW, Thought, Morgan Stanley, Fortress Investment Group, Investment, Gottlieb, Savvy, Marketing, Badminton Association of India, Financial adviser

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (“RIA”) affiliated with Savvy Wealth Inc ., today announced that David Gottlieb has joined the firm as a wealth manager.

Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a registered investment advisor (“RIA”) affiliated with Savvy Wealth Inc ., today announced that David Gottlieb has joined the firm as a wealth manager.
  • Following the recent additions of Aaron Wiegman, Arynton Hardy and Dustin Parsons , Gottlieb marks the 16th advisor to join Savvy.
  • With 20 years of industry experience, Gottlieb comes to Savvy from Prosperity (formerly EisnerAmper Wealth Management) and previously held positions at Ameriprise Financial, Morgan Stanley and Fortress Investment Group.
  • During this time, Gottlieb has advised nearly 75 clients to help them manage their investments across industrial, office, retail and multifamily real estate properties.

Southern Glazer’s Wine & Spirits Announces Leaders for New Enterprise Data Center of Excellence

Retrieved on: 
Thursday, March 28, 2024
Data Management, Retail, Restaurant, Bar, Technology, Wine & Spirits, Artificial Intelligence, Food, Beverage, McDevitt, Partner, Machine learning, Culture, Data science, CSC, Gap Inc., Digital, Data analysis, Sampangi, Nike, VF Corporation, Ameriprise Financial, Artificial intelligence, Electronic Arts, AI, COE, Engineering, Life, Senior, Architecture, Investment, HSBC, Fox, Supplier, Warner Bros. Discovery, Service, NBCUniversal, Best Buy, Management

Southern Glazer's Wine & Spirits (Southern Glazer's)—the world’s preeminent distributor of beverage alcohol—today announced the appointments of four data, analytics and technology leaders who will head up a newly created Enterprise Data Center of Excellence (CoE) at the Company.

Key Points: 
  • Southern Glazer's Wine & Spirits (Southern Glazer's)—the world’s preeminent distributor of beverage alcohol—today announced the appointments of four data, analytics and technology leaders who will head up a newly created Enterprise Data Center of Excellence (CoE) at the Company.
  • The CoE also includes collaboration with Southern Glazer’s Enterprise Technology Partners department led by Chief Information & Technology Officer, Ann Dozier.
  • He joins Southern Glazer’s from VF Corporation, where he most recently held the role of Chief Data Analytics Officer.
  • The Supplier CoE will collaborate closely with this new enterprise data team to leverage the Company’s enhanced investments into data and insights.

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Retrieved on: 
Monday, March 11, 2024
Culture, Organization, Growth, Partnership, Ameriprise Financial, Acquisition, Business development, CRPC, MSFS, CLU, RICP, CFP, Marketing, Family, CLTC, Chfc, Financial adviser

PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York. Latitude serves hundreds of families and businesses, representing $210 million in total client assets. The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.

Key Points: 
  • Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs
    PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York.
  • The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.
  • With the addition of Latitude Wealth Advisors, Affiliated Advisors now serves over 100 advisors and 60 staff, representing more than $4 billion in client assets.
  • We welcome Latitude to the family and congratulate Rita and her team at Affiliated Advisors for their ongoing success in attracting top-tier advisors and practices to the Osaic platform."

Tri-Continental Corporation Declares First Quarter Distribution

Retrieved on: 
Friday, March 1, 2024
Asset Management, Professional Services, Finance, Prospectus, Columbia Threadneedle Investments, Investment, Common stock, Ameriprise Financial, FDIC, Risk, Columbia, NCUA, Policy, Security (finance), Bank

Tri-Continental Corporation (the “Corporation”) (NYSE: TY) today declared a first quarter ordinary income distribution of $0.2560 per share of Common Stock and $0.6250 per share of Preferred Stock.

Key Points: 
  • Tri-Continental Corporation (the “Corporation”) (NYSE: TY) today declared a first quarter ordinary income distribution of $0.2560 per share of Common Stock and $0.6250 per share of Preferred Stock.
  • The $0.2560 per share ordinary income distribution on the Common Stock is in accordance with the Corporation’s distribution policy.
  • The Corporation’s current distributions (as estimated by the Corporation based on current information) are from the earnings and profits of the Corporation.
  • No amount of the Corporation’s current distribution consists of a return of capital (i.e., a return of some or all of your original investment in the Corporation).

Columbia Threadneedle Enters CLO Equity Investment Agreement with Jefferies-led Consortium

Retrieved on: 
Monday, February 26, 2024
Asset Management, Professional Services, Finance, Ameriprise Financial, CLO, Research, Consortium, Columbia Threadneedle Investments, Lisp (programming language), Security (finance)

Columbia Threadneedle Investments (“Columbia Threadneedle”) today announced that it has entered into a strategic investment agreement to grow its CLO platform with a consortium of investors arranged by Jefferies (“the Consortium”) that includes Columbia Threadneedle’s parent company, Ameriprise Financial.

Key Points: 
  • Columbia Threadneedle Investments (“Columbia Threadneedle”) today announced that it has entered into a strategic investment agreement to grow its CLO platform with a consortium of investors arranged by Jefferies (“the Consortium”) that includes Columbia Threadneedle’s parent company, Ameriprise Financial.
  • The Consortium will commit equity capital that will support the issuance of multiple CLOs over the next several years.
  • The agreement builds on an established relationship between Jefferies and Columbia Threadneedle’s CLO platform and will support a model for CLO formation designed to establish Columbia Threadneedle as a serial CLO issuer and further grow its fixed income franchise.
  • Columbia Threadneedle manages over $238 billion in fixed income assets across a range of single and multi-sector strategies.