Ameriprise Financial, Inc.

  • Time to Buy? Financials are Doing the Talking

    By Declan Fallon - July 9, 2013 | Tickers: AXP, AMP, XLF

    The markets are picking up steam, recovering from the 7.5% peak-to-trough fall. Cyclical sectors have taken the lead from the June 24th low. While Materials and Utilities are offering opportunity for value buyers with their under-performance against the broader market, it has been Financials and Consumer Discretionary which have been leading from the front.

    Last week's improved employment figures and rise in consumer sentiment is good news for more »

  • Why This Company Is The Clear Choice In Asset Management

    By Matthew Frankel - July 1, 2013 | Tickers: AMP, BAC, NTRS

    Northern Trust (NASDAQ: NTRS) is one of the leaders in private banking and asset management, and operates 85 offices in the U.S., as well as 12 foreign locations. While I feel that financials in general are undervalued at the present time, it is still a good idea to seek out the companies that are the most resistant to bad economic times, and I think that Northern Trust may be more »

  • The Country’s Largest Independent Investment Adviser Is Priced At A Premium

    By Mark Lin - June 5, 2013 | Tickers: AMP, FNGN, PFG

    With more Americans living longer and employers increasingly adopting defined contribution plans, demand for retirement-related investment advice is growing. Financial Engines (NASDAQ: FNGN), the U.S.’ largest independent investment adviser offering personalized retirement plans, is a natural proxy for this growth in demand. In addition, Financial Engines is favored by its clients for its independence and proprietary investment methodology void of human behavioral biases. However, Financial Engines trades at a more »

  • New SEC Fiduciary Duty Standards Loom Large for Financial Service Providers

    By Kyle Colona - March 27, 2013 | Tickers: AMP, PRI, ALL

    The SEC is crafting so-called new Fiduciary Standards for broker-dealers and investment advisers that could also affect an array of previously exempt financial service providers.

    As has widely been reported the Securities Exchange Commission has been tasked with devising new standards of care under the Dodd-Frank reform measure. While broker-dealers and investment advisers customarily performed similar duties, brokers have primarily acted in a sales capacity while not offering investment advice more »

  • New SEC Fiduciary Duty Standards Loom Large for Financial Service Providers

    By Kyle Colona - March 27, 2013 | Tickers: AMP, PRI, ALL

    The SEC is crafting so-called new Fiduciary Standards for broker-dealers and investment advisers that could also affect an array of previously exempt financial service providers.

    As has widely been reported, the Securities Exchange Commission has been tasked with devising new standards of care under the Dodd-Frank reform measure. While broker-dealers and investment advisers customarily performed similar duties, brokers have primarily acted in a sales capacity while not offering investment advice more »

  • A BlackRock Board Member Bought $100,000 in Stock

    By Meena Krishnamsetty - January 24, 2013 | Tickers: AMP, BLK, BEN, STT, TROW

    BlackRock (NYSE: BLK) Board member John Varley has purchased 427 shares of the company’s stock at an average price of $233.59 per share, bringing his direct ownership of BlackRock stock to over 1,000 shares. Insider purchases are bullish signs (see our analysis of studies on insider trading), and we think that this is because insiders will tend to buy only when they are confident in the company more »

  • Financial Engines Tunes Up Retirement Strategies

    By Mark Walker - January 22, 2013 | Tickers: AMP, SCHW, FNGN, PFG

    Future Retirees Need Financial Plans
    Since January of 2010, an estimated 10,000 baby boomers per month have celebrated their 65th birthday.  Estimates of this number, 120,000 annually, suggest that this rate should continue through 2029.  With anticipated pressure on the Social Security system and a lack of significant savings, it appears many of these retirees will not be in a position to live comfortably in their twilight more »

  • 3 Financials for the First Half of 2013

    By Declan Fallon - January 8, 2013 | Tickers: AXP, AMP, IVZ

    Kicking the can down the road on the fiscal cliff should keep things frothy before the next round of partisan baiting begins. The year has started brightly, with all sectors performing well as the New Year hangovers were blown away. 

    All in all, 2012 was a good year for the markets.  The S&P managed to finish the year up 12%.  Better still, the market enjoyed strong leadership from sectors more »

  • Why Private Investors Should Outperform

    By Lee Samaha - October 17, 2012 | Tickers: AMP, FB, GE, GOOG, TROW

    At some point in his/her investing life, every private investor is faced with the same question: Does he actually add value by investing himself or not?  I suspect the most common response is to ignore the question safe in the notion that it’s just a bit of fun on the sideline. Another is to avoid the complication of benchmarking performance and just be happy that the account is more »

  • Is Franklin Resources the Best Asset Management Stock?

    By Meena Krishnamsetty - September 18, 2012 | Tickers: AMP, BLK, BEN, PFG, TROW

    Franklin Resources (NYSE: BEN) is a $26 billion market cap company which provides a variety of asset management services including mutual funds and hedge funds. Its operating revenues fell 4% in its most recent quarter, the third quarter of the company’s fiscal year ending in September, compared to the same period a year ago. Its two primary sources of revenue, investment management and sales and distribution, each experienced a more »