Financial Advisory
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Team Managing Over $110 Million in Assets Joins Ameriprise Financial
JMOD Financial Services, managing $110M in assets, has joined Ameriprise Financial from LPL Financial. Led by Joe Kelly, Frank Del Busto, and Dave Fedrizzi, the team cites Ameriprise’s brand strength, technology, and investment platform as key factors. Ameriprise has attracted approximately 1,700 advisors in the past 5 years and offers the *Ultimate Advisor Partnership* to support advisor growth and client experience. Ameriprise offers comprehensive investment advice, asset management and insurance solutions.
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KKR Launches Singapore-Based Ascend Asia Financial Advisory Platform
KKR has launched Ascend Asia, a new financial advisory platform in Singapore, led by former Prudential Singapore CEO Tomas Urbanec. Ascend Asia acquired finexis advisory, making it the platform’s first member. The initiative aims to elevate financial advisory services in Singapore through enhanced client service, best practices, and strategic resources for member firms.
