Father-Son Team Joins Ameriprise Branch Channel
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 03 2026
0mins
Source: Newsfilter
- Team Background: The Pattern Wealth team, previously with Thrivent Investment Management and managing $160 million in client assets, chose to join Ameriprise Financial to enhance client experience and align with a firm that supports long-term growth.
- Enhanced Client Experience: Jeremy Jackson emphasized that Ameriprise's personalized support and modern technology capabilities will enable them to provide more comprehensive advice, benefiting clients in retirement planning and investment decisions.
- Smooth Transition: Jackson noted that the transition has been smooth, with clients excited about the new opportunities and enhanced service experience, indicating a positive outlook for future developments.
- Industry Attractiveness: Ameriprise has attracted approximately 1,700 experienced financial advisors over the past five years, demonstrating its strong appeal and supportive culture within the industry, further solidifying its market position.
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Analyst Views on AMP
Wall Street analysts forecast AMP stock price to rise
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 459.880
Low
485.00
Averages
559.71
High
660.00
Current: 459.880
Low
485.00
Averages
559.71
High
660.00
About AMP
Ameriprise Financial, Inc. is a diversified financial services company. The Company’s segments include Advice & Wealth Management, Asset Management, Retirement & Protection Solutions and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services, primarily to retail clients through the Company’s advisors. The Asset Management segment provides investment management, advice and products to retail, high net worth and institutional clients on a global scale through the Columbia Threadneedle Investments brand. It provides institutional products and services through its institutional sales force. The Retirement & Protection Solutions segment includes retirement solutions (variable annuities and payout annuities) and protection solutions (life and disability income insurance). Retirement Solutions provides variable annuity products by RiverSource Life companies to individual clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Signature Wealth Program: The company’s Signature Wealth Program is a flexible Unified Managed Account (UMA) that enables advisors to seamlessly integrate multiple investment options and management methods into a single portfolio, enhancing the client investment experience.
- Investment Process Transformation: Leveraging advanced integrated technology, the Signature Wealth Program allows advisors to build and customize client portfolios from hundreds of investment choices, significantly increasing investment flexibility and personalization while streamlining administrative and operational tasks.
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- Smooth Transition: Jackson noted that the transition has been smooth, with clients excited about the new opportunities and enhanced service experience, indicating a positive outlook for future developments.
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- Technology Leadership: Ameriprise was recognized as a leader in technology innovation at the 2026 Bank Insurance & Securities Association annual convention, marking the third consecutive year of this accolade, highlighting its technological advancements and market influence in the financial services sector.
- Signature Wealth Program: The company’s Signature Wealth Program is a flexible Unified Managed Account (UMA) that enables advisors to seamlessly integrate multiple investment options and management methods into a single portfolio, enhancing the client investment experience.
- Investment Process Transformation: Leveraging advanced integrated technology, the Signature Wealth Program allows advisors to build and customize client portfolios from hundreds of investment choices, significantly increasing investment flexibility and personalization while streamlining administrative and operational tasks.
- Deepening Client Relationships: Ameriprise executives noted that the program not only enhances advisor efficiency but also enables them to complete multiple tasks simultaneously, thereby freeing up valuable time to deepen client relationships and deliver a premium service experience.
See More
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- Retail Investor Risks: In the SpaceX IPO, retail investors are allocated 30% of shares, significantly higher than the typical 10% in large IPOs, exposing them to greater risks amid anticipated volatility and price declines.
- Lowered Participation Thresholds: Fidelity Investments has reduced the account balance requirement for IPO participation from $500,000 to $2,000, while platforms like Robinhood require no minimum balance, potentially luring more retail investors but increasing their risk exposure.
- Historical Warning Signs: Data from the past 15 years shows that all 30 major tech IPOs experienced significant double-digit declines within 12 months, with an average drop of 55%, raising alarms for retail investors considering the SpaceX IPO.
- Market Peak Signals: Analysts warn that the frenzy surrounding the SpaceX IPO may indicate a market peak, and while some believe only 20% of mega-IPOs coincide with peaks, the current market sentiment and upcoming IPOs could exacerbate this risk.
See More
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- Independent Channel Transition: Russell Austin recently transitioned from Edward Jones to the independent channel of Ameriprise Financial, managing over $120 million in client assets, highlighting his commitment to independence and a culture that fosters long-term growth.
- Technology and Support Integration: Austin chose Ameriprise for its advanced technology and AI capabilities, which, combined with the support of a leading wealth management firm, enable him to build his own practice while enhancing client experience and business growth potential.
- Client Relationship Management: Austin's practice includes client relationship manager Pamela Jones, ensuring comprehensive financial advice for clients to achieve their personal and family goals, thereby reinforcing client trust and satisfaction.
- Advisor Attraction: Ameriprise has attracted approximately 1,700 experienced financial advisors in the past five years, reflecting its competitiveness and appeal in the industry, indicating the firm's ongoing growth potential in wealth management.
See More
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- Team Background: The Pattern Wealth team, previously with Thrivent Investment Management and managing $160 million in client assets, chose to join Ameriprise Financial to enhance client experience and align with a firm that supports long-term growth.
- Enhanced Client Experience: Jeremy Jackson emphasized that Ameriprise's personalized support and modern technology capabilities will enable them to provide more comprehensive advice, benefiting clients in retirement planning and investment decisions.
- Smooth Transition: Jackson noted that the transition has been smooth, with clients excited about the new opportunities and enhanced service experience, indicating a positive outlook for future developments.
- Industry Attractiveness: Ameriprise has attracted approximately 1,700 experienced financial advisors over the past five years, demonstrating its strong appeal and supportive culture within the industry, further solidifying its market position.
See More
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- Innovative Company Honor: Ameriprise Financial has once again been named to Fortune's 2026 list of 'America's Most Innovative Companies,' reflecting its exceptional performance across product innovation, process innovation, and innovation culture, thereby reinforcing its leadership position in the financial services industry.
- Technological Advantage: Gerard Smyth, Executive Vice President, emphasized that the company's integrated technology capabilities provide a competitive edge by being seamless, secure, and scalable, which enhances customer service efficiency and quality, driving continuous business growth.
- Evaluation Criteria: The selection process, conducted in partnership with Statista, involved surveys of over 30,000 U.S. employees and 3,000 experts across various fields, ensuring a comprehensive and fair assessment that further enhances Ameriprise's brand image.
- Historical Background: Founded in 1894, Ameriprise Financial boasts over 130 years of experience, continuously meeting the diverse needs of individual and institutional investors through extensive investment advice, global asset management capabilities, and insurance solutions.
See More
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- Leadership Transition: William Davies, the global chief investment officer of Columbia Threadneedle Investments, will retire on June 30, 2026, after 33 years, during which he held multiple leadership roles that enhanced the firm's investment performance.
- Interim Succession Plan: Ted Truscott, the current CEO, will serve as interim global chief investment officer starting July 1, 2026, overseeing the investment function to ensure continuity in investment strategies post-Davies' retirement.
- Investment Team Strength: Columbia Threadneedle boasts 550 investment professionals managing $706 billion in assets, with Davies' leadership fostering a strong investment culture and close client relationships, ensuring disciplined investment processes.
- Future Outlook: Truscott emphasized that the investment leadership team possesses high-quality capabilities, enabling them to continue delivering consistent investment outcomes for clients, showcasing the firm's competitiveness and growth potential in the industry.
See More
