Ameriprise adds Steinmetz Jackson wealth team overseeing more than $370 million in client assets
AMP•Technology and hiring push
The team plans to use Ameriprise’s integrated technology platform, including AI tools, to streamline service and advisor workflows.
The move extends Ameriprise’s push to add experienced advisors, with about 1,700 joining over the past five years.
Ameriprise adds Steinmetz Jackson wealth team
Ameriprise recruited Steinmetz Jackson Wealth Management Group into its branch channel, bringing more than $370 million in client assets.
The Fort Lauderdale practice moved from Janney Montgomery Scott to broaden planning capabilities using Ameriprise’s financial planning resources.
