Special Feature

Accretive 360 acquires Market Logics advisor consultancy

Interview of George Hartman |

George Hartman, CEO or Market Logics Inc., describes the firm's acquisition by Accretive 360 Inc., where he takes the position of managing director for advisory services. He spoke at the TMX Broadcast Centre in Toronto.

Company News

Practice management provider advances Accretive’s vision to become leader in client engagement

By IE Staff |

Accretive 360 Inc. announced Tuesday the acquisition of Market Logics Inc., a Toronto-based provider of practice management and performance-building programs for financial advisors and financial services organizations.

Toronto-based Accretive provides marketing, research and practice effectiveness services to the global wealth management industry.

George Hartman, CEO of Market Logics, is a recognized industry authority on building high-calibre wealth management practices. He is also the author of three bestselling books — two on portfolio design for Investors and the most recent on practice management.

Hartman will remain CEO of Market Logics and the company will continue to operate under its own name as a subsidiary of Accretive 360 Inc. He will also join Accretive 360's senior management team as managing director, advisory services.

Market Logics will continue to offer its full range of consulting and performance-building capabilities to the marketplace, in addition to strengthening and complementing Accretive's business.

"This partnership brings tremendous depth to our offering," says Randy Ambrosie, founder and CEO of Accretive 360. "Market Logics has extensive experience in working with more than 6,000 financial advisors, 50,000 investors, and numerous dealer firms, product manufacturers and other financial services enterprises, which empowers them with unique insight into the key requirements for successful relationships among all constituents."

"Our companies share similar values: we are both committed to improving investor experience," adds Hartman. "We are natural partners, collaborating towards the common goal of significantly improving the way investors and advisors work together."

This is the second big acquisition for Accretive this year. In January, Accretive acquired the financial services consulting firm Advisor Impact.

Firms find their match — February 2011