A Kalamazoo, Michigan, financial advisor has made a move from Edward Jones to join the branch channel of Ameriprise Financial.
Nathan Brown, AAMS, CRPC, CRPS, joins the firm with assets under management of almost $150 million and is joined by client associate Kelli Besser.
“It became clear that I needed more from my broker-dealer to continue serving my clients well, especially when it came to technology,” Brown commented. “[Ameriprise Financial’s] innovative capabilities and solutions have helped me go deeper on advice with clients while providing them with an elevated level of service.”
Switching firms involves many changes and ensuring that clients are happy with the move is vital.
“Clients have been overwhelmingly positive about our move to Ameriprise,” said Brown. “It’s evident my clients truly see and feel the positive change. I’m in this business to help my clients achieve their financial goals to the best of my ability. Ameriprise provides me with the support and resources to exceed their expectations.”
Ameriprise branch manager Rob Schauer, complex director Mark Kirchner, and regional vice president Mitch Doren will support the new team locally.
Other advisor moves this week include a $293M AUM advisor joining Baird and a veteran husband-wife duo among a team of seven joining Cetera.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
