Ameriprise has the resources to cope with the regulatory and economic environment.
With Donald Trump being elected the next president of the United States, the trajectory of financial sector regulation, such as the Department of Labor’s fiduciary rule, has become more uncertain. That said, we believe there are multiple points to keep in mind regarding trends and regulation in the retail financial advice industry. We don’t currently anticipate making material changes to our moat ratings or fair value estimates for the wealth management and retail brokerage firms.The first majo...
Ameriprise Financial is a holding company. Through its subsidiaries, the company provides a range of products and services to individual and institutional clients. The company's segments are: Advice and Wealth Management, which provides financial planning and advice, as well as brokerage services, to retail clients through its advisors; Asset Management, which provides investment management, advice and products to clients through the Columbia Threadneedle Investments? brand; Annuities, which provides variable and fixed annuity products to clients; and Protection, which provides products to address the protection and risk management needs of the company's retail clients including life, disability income insurance.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
We have operations in 27 countries.
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