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James "Jim" Cracchiolo is Chairman and Chief Executive Officer of Ameriprise Financial, Inc., [1] a leading diversified financial services company serving the comprehensive financial planning needs of the mass affluent and affluent. He has held these positions since September 2005, when the company was spun off from American Express. [2]
Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]
US$652 billion (March 2024) Number of employees. 2500 (March 2024) Parent. Ameriprise Financial. Website. columbiathreadneedle.com. Columbia Threadneedle Investments (Columbia Threadneedle) is an American asset management firm. It is a subsidiary of Ameriprise Financial and operates as its asset management arm.
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 [2] and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [3] over US$1 trillion in advisory and brokerage assets, [4] and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
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UBS is the leading provider of retail banking and commercial banking services in Switzerland, as established already in 2009. [ 31 ] Overall invested assets are $3.101 billion, shareholders' equity is $52.928 billion and market capitalization is $45.907 billion by the end of 2018. [ 30 ]