Sale expands market for Investor/Advisor research as Accretive sets to
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
SOURCE Accretive 360 Inc.
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