Ameriprise Financial CFO Touts Integrated Model, Advisor Growth and Bigger Buybacks at BofA Conference

He said the bank has grown to nearly $23 billion in assets and is intended to deepen client relationships while contributing stable earnings. Berman pointed to planned offerings including checking accounts, home equity lines of credit, and expanded pledge loans as part of broadening capabilities for wealth clients.In discussing profitability drivers in wealth management and related bank cash, Berman framed Ameriprise’s approach as a “stewardship model” focused on meeting client needs profitably, operating e ...