$597-million deal will add $42 billion in AUA to iA
Product Watch
The Elite Advisor program will continue on a revamped website with new technology tools and marketing resources
New website brings together investors and advisors
Industry veterans Hartman and Reimer launch new practice management platform to support advisors
David Finley and Sybil Verch appointed branch managers
Engaged clients provide the vast majority of all referrals
The recent acquisition of Market Logics will help Accretive 360 create resources for a new online practice-management platform
Program aimed at helping investors distinguish between average and exceptional advisors
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.