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Raymond James FinancialCustomer loss

Advisor Practice with More Than $270 Million in Assets Joins Ameriprise Financial for Technology, Growth and Succession Planning Support

What happened

Raymond James Financial Services lost Johnson Stivender Wealth Advisors, a practice with over $270 million in assets, to Ameriprise Financial.

Source

Article excerpt

Highlighted: the sentence this signal was extracted from

Johnson Stivender Wealth Advisors join the independent channel of Ameriprise from Raymond James Financial Services MINNEAPOLIS, July 14, 2026 --( BUSINESS WIRE )--Private wealth advisory practice Johnson Stivender Wealth Advisors recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James Financial Services, Inc. in Sebring, Fla., with more than $270 million in client assets. The practice is led by private wealth advisors Dusty Johnson CFP ®, APMA ®, Craig Johnson and Travis Stivender, and includes operations manager Michele Bednosky and client relationship specialist Kristin Johnson. After more than 25 years with their previous firm, Johnson Stivender Wealth Advisors was looking for a firm that would be a strategic partner to help them build and execute an achievable succession plan while preserving the high-touch service model their clients have come to expect. They also wanted access to resources, technology and support necessary to continue growing their client base. Ameriprise's combination of advisor support, growth opportunities and succession planning solutions ultimately aligned with their vision for the future of their practice. The team shared the top reasons why they joined Ameriprise: Industry-leading AI, technology and client experience: "One of the most attractive aspects of Ameriprise was its robust technology...

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Extracted by Autobound

From the Signal API record
Event
Customer loss

What this signalsA lost customer often leads to a review of how the company sells and serves.

Amount named
$270M
Takes effect
Jul 14, 2026
Location
Sebring, Florida, United States

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The full record

From the Signal API record

Numbers

Amount named in the story
$270M

Extraction

Confidence
90%
Detected
Jul 14, 2026
signal_type
news
signal_subtype
loses_client

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The API returns more than this page shows

This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/be1d9055-8ea6-9d4f-5f08-4898b072160c returns this record as JSON. POST /v1/companies/enrich returns every signal for raymondjames.com.

{
  "signal_id": "be1d9055-8ea6-9d4f-5f08-4898b072160c",
  "signal_type": "news",
  "signal_subtype": "loses_client",
  "detected_at": "2026-07-14T15:44:00+00:00",
  "company": {
    "name": "Raymond James Financial",
    "domain": "raymondjames.com"
  },
  "data": {
    "url": "https://ca.finance.yahoo.com/news/advisor-practice-more-270-million-154400855.html",
    "title": "Advisor Practice with More Than $270 Million in Assets Joins Ameriprise Financial for Technology, Growth and Succession Planning Support - Yahoo! Finance Canada",
    "excerpt": "Johnson Stivender Wealth Advisors join the independent channel of Ameriprise from Raymond James Financial Services MINNEAPOLIS, July 14, 2026 --( BUSINESS WIRE )--Private wealth advisory practice Johnson Stivender Wealth Advisors recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James Financial Services, Inc. in Sebring, Fla., with more than $270 million in client assets. The practice is led by private wealth advisors Dusty Johnson CFP ® , APMA ® , Craig Johnson and Travis Stivender , and includes operations manager Michele Bednosky and client relationship specialist Kristin Johnson . After more than 25 years with their previous firm, Johnson Stivender Wealth Advisors was looking for a firm that would be a strategic partner to help them build and execute an achievable succession plan while preserving the high-touch service model their clients have come to expect. They also wanted access to resources, technology and support necessary to continue growing their client base. Ameriprise's combination of advisor support, growth opportunities and succession planning solutions ultimately aligned with their vision for the future of their practice. The team shared the top reasons why they joined Ameriprise: Industry-leading AI, technology and client experience: \"One of the most attractive aspects of Ameriprise was its robust technology...",
    "summary": "Raymond James Financial Services lost Johnson Stivender Wealth Advisors, a practice with over $270 million in assets, to Ameriprise Financial.",
    "location": "Sebring, Fla.",
    "planning": false,
    "image_url": "https://s.yimg.com/lo/mysterio/api/D3E1478C1DD9C47CD839E1CFEEC465AFC6FCCF830AE010468715029B1D7A34A6/subgraphmysterio/resizefill_w1200_h525;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fbusiness-wire.com%2F4bfb0d9613310980906a6259b28a6b95",
    "confidence": 0.9,
    "published_at": "2026-07-14T15:44:00Z",
    "location_data": [
      {
        "city": "Sebring",
        "state": "Florida",
        "region": "Northern America",
        "country": "United States",
        "continent": "Americas",
        "fuzzy_match": false
      }
    ],
    "effective_date": "2026-07-14",
    "article_sentence": "Private wealth advisory practice Johnson Stivender Wealth Advisors recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James Financial Services, Inc. in Sebring, Fla., with more than $270 million in client assets.",
    "amount_normalized": 270000000,
    "related_company_name": "Johnson Stivender Wealth Advisors",
    "related_company_domain": "ameriprise.com"
  }
}

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