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.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.
Ameriprise Financial client relationship summary
Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
Elements of an effective estate strategy
Use this guide to help you navigate the important elements of an effective estate strategy.
Annual fixed income outlook
What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.