Ameriprise Financial Financial planning fees — Contract Liabilities remained flat by 0.0% to $187.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.3%, from $181.00M to $187.00M. Over 3 years (FY 2022 to FY 2025), Financial planning fees — Contract Liabilities shows an upward trend with a 5.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong prepayments or growth in long-term advisory contracts, while a decrease may indicate a reduction in deferred service obligations or a change in billing cycles.
This metric represents the obligation to provide future financial planning services for which payment has already been r...
Comparable to deferred revenue or contract liability balances in service-based financial institutions with subscription or upfront fee models.
amp_segment_financial_planning_fees_contract_liabilities| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $144.00M | $157.00M | $155.00M | $151.00M | $151.00M | $160.00M | $159.00M | $155.00M | $156.00M | $168.00M | $167.00M | $166.00M | $167.00M | $181.00M | $181.00M | $177.00M | $175.00M | $187.00M | $187.00M |
| QoQ Change | — | +9.0% | -1.3% | -2.6% | +0.0% | +6.0% | -0.6% | -2.5% | +0.6% | +7.7% | -0.6% | -0.6% | +0.6% | +8.4% | +0.0% | -2.2% | -1.1% | +6.9% | +0.0% |
| YoY Change | — | — | — | — | +4.9% | +1.9% | +2.6% | +2.6% | +3.3% | +5.0% | +5.0% | +7.1% | +7.1% | +7.7% | +8.4% | +6.6% | +4.8% | +3.3% | +3.3% |