Ameriprise Financial, Inc. (NYSE:AMP) is one of the 13 High-Quality S&P 500 Financial Stocks According to Hedge Funds. Ameriprise Financial (AMP) Executives Sell Shares in Insider Transactions Activity Ameriprise Financial, Inc. (NYSE:AMP) witnessed notable insider activities in February. On February 12, 2026, the CEO of Global Asset Management, William Truscott, sold 5,000 shares of the company’s stock in a transaction valued at $2,660,400, significantly reducing his ownership stake in the company by 22 ...

Group 1 - The Charles Schwab Corporation (NYSE:SCHW) received a Buy rating from Truist Financial and Barclays, with a price target of $126 from Barclays [1][2] - In January 2026, Charles Schwab reported core net new assets of $27.8 billion and total client assets of $12.15 trillion, reflecting an 18% year-over-year increase [2] - The company added 476,000 new brokerage accounts in January, with a daily average trade volume of 9.5 million [2] Group 2 - As of February 24, 2026, Charles Schwab is rated a consensus Buy by 18 of 22 analysts, with a 1-year median upside potential of 31.54% [3] - Founded in 1971, Charles Schwab provides a comprehensive suite of wealth management, banking, and asset management services [3]

Financial Data and Key Metrics Changes - Full year 2025 adjusted net investment income (NII) was $1.22 per share, down from $1.52 in 2024 [4] - Annualized net asset income (NAI) return on equity (ROE) for the year was 12.3%, compared to 14.5% in 2024 [5] - Fourth quarter adjusted NAI was $0.25 per share, down from $0.30 in the previous quarter and $0.36 in the fourth quarter of 2024 [5] - Net asset value (NAV) declined 19% to $7.07 per share as of December 31, 2025, from $8.71 as of September 30, 2025 [6] Business Line Data and Key Metrics Changes - Non-accrual debt investments represented 4% of the portfolio at fair market value and 9.7% at cost, compared to 5.6% at fair market value and 14.4% at cost for the fourth quarter of 2024 [6] - The portfolio had a fair market value of $1.5 billion invested across 141 companies, with 92.4% in senior secured loans [11] - The average size of new investments in 2025 was $5.8 million, down from $11.7 million at the end of the previous year [12] Market Data and Key Metrics Changes - The weighted average effective yield of the portfolio was 11.1%, down from 11.5% in the previous quarter [12] - Investments during the quarter had a weighted average yield of 9.7%, while those exited had a yield of 11.1% [12] Company Strategy and Development Direction - The company aims to improve credit quality by resolving challenged credits and repositioning the portfolio for attractive returns [21] - The strategy includes deploying capital selectively into senior secured first lien loans and building a diversified portfolio to reduce concentration risk [22] - The company is leveraging BlackRock's resources to enhance investment capabilities and expand the pipeline of opportunities [23] Management's Comments on Operating Environment and Future Outlook - Management acknowledged disappointing write-downs but emphasized active management of the investment portfolio to maximize recoveries [21] - The company is focused on improving credit quality and executing its refined investment strategy [21] - Management noted that the road to recovery for challenged investments is rarely linear and requires diligent management [30] Other Important Information - The board declared a first quarter dividend of $0.17 per share, payable on March 31, 2026 [10] - The company repurchased 515,869 shares during the fourth quarter at an average price of $5.84 per share [10] Q&A Session Summary Question: At what point does it make sense to take more aggressive strategic adjustments to the BDC? - Management believes the best path forward is to focus on improving credit quality and executing the current investment strategy, which includes increasing first lien loans and portfolio diversification [26] Question: How should investors view the trend of restructurings not sticking? - Management indicated that restructurings can vary and the recovery process is not always linear, emphasizing the importance of a robust management process for challenged investments [30] Question: Was there a change in personnel or procedures that led to the recent NAV drawdowns? - Management confirmed there were no changes to the valuation policy and that the NAV drawdowns were concentrated among a few specific investments that experienced significant underperformance [35]

By Lewis Krauskopf NEW YORK, Feb 27 (Reuters) - Prospects for artificial intelligence to disrupt business sectors should keep the U.S. stock market on edge in the coming week, as Wall Street looks for more insight into how the emerging technology will reverberate through the economy. The monthly U.S. jobs report headlines ‌economic data due next week, while major semiconductor player Broadcom is among the remaining reports that will close out the fourth-quarter earnings season. The disruptive potentia ...

Rathbones shares rise 5% as wealth manager reports surge in statutory profit Proactive uses images sourced from Shutterstock Rathbones Group PLC (LSE:RAT, OTC:RTBBF), one of the UK's largest discretionary wealth managers, saw its shares climb 5% to 2328p on Friday after reporting a 53.5% jump in statutory profit before tax and setting out ambitions to become the best wealth manager in the UK. The FTSE 250 company said profit before tax rose to £152.9 million in the year to 31 December 2025, up from £99.6 ...

US stocks sank on Friday after a measure of wholesale inflation came in hotter than expected and Block's (XYZ) surprise shakeup turned the spotlight on AI disruption risks. The Dow Jones Industrial Average (^DJI) led the way down with a loss of 1.4%, or nearly 700 points. Meanwhile, the Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) dropped 0.9% and 0.6%, respectively, on the heels of sharp closing losses for the tech-heavy indexes. The downbeat end to the week put the major indexes on track to post month ...

随着宏观流动性宽松的基调仍在延续，存款利率的连番下行深刻重塑着国内居民的资产负债表。过去几年里，保本保息的刚兑信仰随宏观周期切换逐渐退 潮，当大额存单利率甚至无法企及部分通胀指标时，海量资金被迫寻找新的栖息地。 这场被称为"存款搬家"的财富大迁徙，构成了当下大资管行业最核心的增量来源。 银行理财子公司作为脱胎于商业银行的财富管理中枢，自然成为了这股巨量资金溢出的第一承接池。 尽管2025年的A股走出了温和的"慢牛"行情、债市则呈现出周期的震荡与波动，但从样本机构的产品结构来看，固收类产品的占比依然呈现出压倒性的绝对 优势。 | 理财公司名称 资产配置金额(亿元) 权益; | | | --- | --- | | 浦银理财 | 15405.35 | | 苏银理财 | 8730.04 | | 杭银理财 | 6628.66 | | 青银理财 | 2090.91 | | 法巴农银理财 | 947.42 | | | 5分期时了,但在上,新城市 | 信风注意到，上述理财子中，法巴农银理财固收类产品占比达100%，青银理财固收占比达99.98%，浦银理财占比达99.91%，杭银理财也维持在99.22%的高 位；资产端，浦银理 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Cresset, a multi-family office and wealth manager with over $235 billion in assets under management and advisement, has added Heather Pelant as a managing director in the RIA’s San Francisco office. Pelant joins from Baker Street Advisors, where she managed about $2 billion in client assets. “Cresset was built from the ground up to serve families with increasingly complex financial lives,” ...

SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting bef ...

Another week, another big wave of AI news for the wealth management industry. Anthropic, the creator of the generative AI platform Claude, debuted new wealth management industry plug-ins Tuesday that allow advisory firms to build private programs using its technology. Peter Nolan, head of asset and wealth management at Anthropic, wrote in a LinkedIn post that the plug-ins are “building blocks” that enterprise and independent firms can use to develop their own AI tools. They’re also customized to the firms ...