Videos and downloads

Downloadable resources

Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.
Connecting your business and your broader financial objectives
A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals.
Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
Expense supplement
This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.