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MINNEAPOLIS--(BUSINESS WIRE)--Financial advisor Lance Lively, AAMS™, MBA recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Sand Springs, Oklahoma with nearly $130 million in client assets. “Ameriprise stood out because of their focus on helping advisors provide the best service possible to clients,” shared Lively. “The outstanding technology, financial planning capabilities, investment lineup and ease of doing business at the firm have allowed us to make ...

财务数据和关键指标变化 - 公司2023年全年收入增长8%,达到创纪录的155亿美元 [12] - 2023年全年调整后每股收益增长24%,达到30.46美元,创历史新高 [12] - 2023年全年资产管理和管理资产规模接近1.4万亿美元,创新高 [12] 各条业务线数据和关键指标变化 - 财富管理业务客户资产增长19%至9010亿美元,客户流入530亿美元 [15][43] - 财富管理业务每位顾问生产力增长11%至91.6万美元,创新高 [16] - 资产管理业务资产管理规模增长9%至6370亿美元,但零售和机构资金有所流出 [24][50] - 退休与保护解决方案业务销售额增长,变额年金销售增长15%,保险销售增长6% [22][57] 各个市场数据和关键指标变化 - 美国零售共同基金流出与行业整体一致,但有所放缓 [25] - 英国零售业务仍然疲软,但欧洲业务有所改善 [25] - 机构业务流出较高,主要是由于主动调整资源所致 [26] 公司战略和发展方向及行业竞争 - 公司持续专注于提升客户体验,为客户提供更好的建议型服务,以推动更高的客户满意度和净流入 [14] - 公司持续投资于技术和数字化,以提升顾问的生产力和客户参与度 [19] - 公司正在进一步整合BMO资产管理业务,并寻求提高全球运营效率 [54] - 公司将继续采取措施控制资产管理业务的费用,以维持目标利润率区间 [56] 管理层对经营环境和未来前景的评论 - 尽管经济前景存在不确定性,但公司有能力在不确定的环境中取得成功 [10] - 公司将继续保持严格的费用管理,2024年费用至少保持平稳 [36][56] - 公司有信心能够维持财富管理业务30%以上的利润率水平 [87][88] 问答环节重要的提问和回答 问题1 **Brennan Hawken 提问** 询问银行业务的收益情况,以及2025年到期资产的收益预期 [66][67] **Walter Berman 回答** 2024年和2025年银行业务净利息收入将高于2023年,因为新增资产的收益率接近6% [67][68] 问题2 **Steven Chubak 提问** 询问财富管理业务利润率是否能够在降息环境下维持30%以上 [87] **Walter Berman 回答** 公司有合理的信心能够维持财富管理业务30%以上的利润率水平 [88] 问题3 **Thomas Gallagher 提问** 询问资产管理业务裁员的具体情况,包括裁员规模和影响 [103][104][105] **Walter Berman 回答** 主要是关闭了一个规模较小的投资组合,涉及约20亿美元资产,其他调整也在进行中 [106][107][108]

Ameriprise Financial’s (AMP) fourth-quarter 2023 adjusted operating earnings (excluding regulatory accrual, severance and mark-to-market impacts on share-based compensation expenses) of $7.75 per share handily surpassed the Zacks Consensus Estimate of $7.67. The bottom line reflects a rise of 14% from the year-ago quarter. Results were aided by revenue growth, along with higher assets under management (AUM) and assets under administration (AUA) balances. However, an increase in expenses was a negative. Prob ...

财务表现 - Ameriprise Financial Services (AMP)在2023年12月季度报告的营收为39.9亿美元，同比增长9.5%[1] - EPS为7.75美元，较去年同期的6.94美元有所增长[1] - 公司的营收超出了Zacks Consensus Estimate的387亿美元，增幅为+3.10%[2] - EPS也超出了预期，达到了7.67美元[2] 公司表现 - 一些关键指标能更好地揭示公司的基本表现，如资产管理AUM、总资产管理、总资产管理、总包账户、净投资收入、保费、政策和合同费用、分销费用等[5] - Ameriprise在最近报告的季度中表现良好，各项指标均超出了分析师的平均预期[5] - 公司股票在过去一个月中的表现略好于Zacks S&P 500综合指数，目前持有Zacks Rank 3（持有），预示着在短期内可能与整体市场表现一致[5]

Ameriprise Financial Services (AMP) came out with quarterly earnings of $7.75 per share, beating the Zacks Consensus Estimate of $7.67 per share. This compares to earnings of $6.94 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 1.04%. A quarter ago, it was expected that this financial services company would post earnings of $7.58 per share when it actually produced earnings of $7.68, delivering a surprise of 1.32%. Over the ...

MINNEAPOLIS--(BUSINESS WIRE)--The Board of Directors of Ameriprise Financial, Inc. (NYSE: AMP) has declared a quarterly cash dividend of $1.35 per common share payable on February 27, 2024 to shareholders of record at the close of business on February 9, 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 financ ...

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) announced today that financial advisor Roberto Vargas has moved his practice from J.P. Morgan Securities, Inc. where he managed over $100 million in client assets. Vargas chose to join Centennial Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC within the Ameriprise Financial Institutions Group (AFIG) in Jupiter, Florida which provides advice and investment services to Centennial Bank branches in Flor ...

金融顾问转岗 - 金融顾问Bill Peacock最近从LPL Financial加入了Ameriprise Financial, Inc.的独立渠道，带来超过1.1亿美元的客户资产[1] - Peacock对公司提供的支持独立模式和数字技术能力印象深刻，认为公司在这方面远远领先于竞争对手[3] - 在过渡期仅几个月内，Peacock已经成功过渡了95%以上的业务，感谢公司专业的过渡团队帮助他们取得了良好的开端[4] - Ameriprise继续吸引经验丰富、高效的金融顾问，2022年有340名顾问将他们的业务转移到Ameriprise，过去5年约有1,700名顾问加入了公司[6]

Investors are always looking for stocks that are poised to beat at earnings season and Ameriprise Financial, Inc. (AMP) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report. That is because Ameriprise Financial is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible ...