Will New Hildebrand Assets at Community Wealth Services Shift Ameriprise Financial's (AMP) Advisory Platform Narrative?

• Recently, financial advisors Bryan and Hayden Hildebrand brought nearly US$190 million in client assets to Community Wealth Services, an Ameriprise Financial Institutions Group practice in Louisiana, bolstering its combined brokerage assets to over US$300 million.
• The advisors’ move underscores Ameriprise Financial’s appeal as a platform with broad product coverage and advanced planning tools that can support more comprehensive client strategies.
• Next, we’ll examine how this advisor expansion and emphasis on Ameriprise’s planning capabilities may influence the company’s existing investment narrative.

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Ameriprise Financial Investment Narrative Recap

To own Ameriprise Financial, you typically need to believe in its advice led wealth and asset management model and disciplined capital returns. The Hildebrands’ US$190 million move modestly reinforces advisor recruiting as a near term catalyst, but does not materially change the key risk that intense competition for talent could lift transition and retention costs and weigh on margins.

Against that backdrop, Ameriprise’s recently expanded US$4.5 billion share repurchase authorization stands out, as it supports the existing narrative around capital light earnings, strong cash generation, and capital returns, even while market volatility, fee pressure, and adviser recruiting costs remain important swing factors for short term performance.

However, investors should also be aware that rising competition for advisers could pressure profitability if retention and recruiting costs continue to...

Read the full narrative on Ameriprise Financial (it's free!)

Ameriprise Financial's narrative projects $20.7 billion revenue and $4.0 billion earnings by 2028. This requires 4.4% yearly revenue growth and a roughly $0.8 billion earnings increase from $3.2 billion today.

Uncover how Ameriprise Financial's forecasts yield a $538.60 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community range from about US$488 to over US$1.28 million, underlining how far apart individual views can be. When you set those against concerns about advisor recruiting costs and market volatility, it becomes clear why comparing several different perspectives on Ameriprise’s prospects may be useful.

Explore 5 other fair value estimates on Ameriprise Financial - why the stock might be a potential multi-bagger!

Build Your Own Ameriprise Financial Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ameriprise Financial research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Ameriprise Financial research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ameriprise Financial's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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