Ameriprise Financial

Ameriprise’s Geoffrey Lee says his team got smaller, but his practice got bigger thanks to smart strategies and putting in long hours.

Earnings

Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.

By Tobias Salinger

January 31

The youngest FA to appear on the list is just 33 years-old.

To better reflect the depth of the talent pool, we’ve enlarged the list this year to 40 advisors.

These advisors oversaw $26 billion in combined client assets.

This year’s cohort generated $154 million in annual production.

Recruiting

On the losing side of this exchange: Wells Fargo, UBS and Merrill Lynch.

By Andrew Welsch

December 3

Ameriprise

The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.

By Tobias Salinger

December 2

Earnings

CEO Jim Cracchiolo says the firm is focused on “holistic advice rather than a free trade” after wealth management client assets reached a new high.

By Tobias Salinger

October 24

Recruiting

New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.

By Paola Peralta

October 17