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InReach Wealth Advisors Earns Ameriprise Client Experience Award

InReach Wealth Advisors Earns Ameriprise Client Experience Award News provided by Share this article Share this article SCOTTSDALE, Ariz., May 5, 2021 /PRNewswire/ InReach Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC in Scottsdale, Arizona, has earned the 2020 Ameriprise Client Experience Award. InReach Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services LLC, from L to R: Krista M. Tarbox, Paraplanner, CFP®; Kristi L. Morrow, Financial Advisor, CFP®, APMA®, CDFA®, CLTC®; Jason J. Ayala, Private Wealth Advisor, CFP®, ChFC®, CIMA®; Jamie Vargas, Practice Manager (PRNewsfoto/InReach Wealth Advisors) This award was given to InReach Wealth Advisors because of their ability to consistently deliver personalized, goal-based advice and exceptional client service. Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar business res

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Ameriprise: Q1 Earnings Snapshot - InsuranceNewsNet

Ameriprise: Q1 Earnings Snapshot MINNEAPOLIS (AP) Ameriprise Financial Services Inc. (AMP) on Monday reported first-quarter earnings of $437 million. On a per-share basis, the Minneapolis-based company said it had profit of $3.58. Earnings, adjusted for non-recurring costs, came to $5.43 per share. The results surpassed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $4.73 per share. The financial services company posted revenue of $3.35 billion in the period. Its adjusted revenue was $3.25 billion. Ameriprise shares have climbed 27% since the beginning of the year, while the S&P s 500 index has increased 11%. In the final minutes of trading on Monday, shares hit $247.50, more than doubling in the last 12 months.

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In face of pandemic, IBDs proved resilient in 2020

In face of pandemic, IBDs proved resilient in 2020 Last year, the 25 largest independent broker-dealers reported $26.6 billion in revenue, an increase of 4.3% from 2019. Although financial results were far from spectacular, growth at leading IBDs last year was resilient in the face of the Covid-19 pandemic and the havoc it caused for the broader stock market. April 26, 2021 2020 was anything but a typical year for the industry, particularly for service-focused businesses like independent broker-dealers. Covid-19 caused firms to shut down their offices and send staff home to work. Advisers began learning to click the mute button on Zoom. And adviser recruits stopped flying to distant cities to press the flesh with executives trying to convince them to switch firms.

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On Leadership: Why financial literacy is important to businesses (and all Iowans)

On Leadership: Why financial literacy is important to businesses (and all Iowans)
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Stephens Capital Adds Seelicke (Movers & Shakers)

Stephens Capital Adds Seelicke (Movers & Shakers)
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