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.
Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.
Elements of an effective estate strategy
Use this guide to help you navigate the important elements of an effective estate strategy.