ADVISOR IMPACT INC. ACQUIRED BY ACCRETIVE ADVISOR.

Sale expands market for Investor/Advisor research as Accretive sets to launch.

NEW YORK, Jan. 20 /CNW/ - Julie Littlechild's company, Advisor Impact Inc., a leading North American research specialist firm studying the Investor/Advisor relationship, has been bought by Accretive 360 Inc., owner of Accretive Advisor.

Accretive Advisor is launching across Canada in January and will launch in the U.S. later in the year. 

Accretive's CEO and founder, Randy Ambrosie, said: "We're aligning three proven and critical concepts to create a totally new service, one whose value is greater than the sum of its parts. We find and identify the best, most distinguished worthy Advisors, we promote them and the power of great advice to Investors and we ensure that each unique Investor is matched with the best Advisor for them."

Julie Littlechild, founder and CEO of Advisor Impact, will remain as the company's CEO, which will continue to operate under its own name as a subsidiary of Accretive 360 Inc. She will also become Managing Director of Research of Accretive Advisor.

Said Littlechild: "We're focused on helping Advisors, broker/dealers, custodians and investment management firms understand, drive and leverage client engagement. With Accretive 360, we'll not only continue to deliver our existing programs, but will substantially expand our research platform, all with a view to significantly improve the way Investors and Advisors work together."

Said Ambrosie, former President of Canada's AGF Mutual Funds: "Our single goal is to help Investors and Advisors enjoy a more successful relationship. In their 12 years of experience in the  American, Canadian and British markets, Julie Littlechild and her team have developed the most useful insights and tools virtually anywhere. So now, we'll be able to offer their expertise and our own not only to Investors, but to Accretive Advisors.

About Advisor Impact Inc.:

Founded in 1998 by Julie Littlechild, Advisor Impact Inc. (www.advisorimpact.com) works with financial services firms to improve productivity and profitability through enhanced client engagement.  Offering a suite of research and training services, Advisor Impact works with Financial Advisors, accountants, broker/dealers and investment management firms across North America and the United Kingdom. Its flagship program, the Client Audit, is an out-sourced client feedback program designed to help Advisors improve profitability by enhancing client loyalty and revenue.  Advisor Impact maintains a database of over 80,000 Investors used to drive insights into client engagement, fit and perception of advice.  Advisor Impact is the provider of choice for dozens of firms globally and works with thousands of financial advisors each year.

About Accretive 360 Inc.

Accretive 360 Inc., the parent company of Accretive Advisor (www.accretiveadvisor.com), is a wealth management services firm created to help Investors and Advisors work together to forge a more successful relationship. Its Accretive Match™ process is an industry first: it uses a proprietary online matching tool to identify Investors' true needs and partner them with accredited Advisors who are professionally and personally well suited to meet their needs. Advisors are matched with like-minded Investors and can take advantage of Accretive's unique tools and information to gain a deeper understanding of their clients. This results in a high degree of confidence and an enhanced Investor/Advisor relationship that helps Advisors build a more successful practice, and Investors build more confidence, peace of mind and assets into their wealth management.

The Accretive Certified™ program is another first: based on a rigorous audit process, Accretive Certified identifies the most distinguished Advisors in the industry. Advisors who qualify are members of a select group recognized for their practice discipline and performance. Accretive Certification is designed to provide Investors with a new level of confidence in their Financial Advisors.

SOURCE Accretive 360 Inc.

For further information:

Tanya McRoberts
289-291-3260
tmcroberts@accretiveadvisor.com

Profil de l'entreprise

Accretive 360 Inc.

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