Advisor Impact Inc., headed by advisor/client research specialist Julie Littlechild, has been bought by Accretive 360 Inc., owner of Accretive Advisor. Accretive Advisor is launching across Canada in January and will launch in the United States later in the year.
Littlechild will remain as Advisor Impact’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.
“For us, working with Accretive Advisor gives us more tools and resources to accomplish our goals, which is to gain as much insight into the advisor/client relationship as possible,” Littlechild says. “Accretive Advisor has an interest in distinguishing the best advisors in the country. They know that the client will often be the one to do that, so we are able to provide them with the research they wanted. As we got talking, the partnership just made sense.”
Littlechild says the Canadian firm will most likely launch in the United States in the second or third quarter of this year.
Founded in 1998, Advisor Impact Inc. works with financial services firms to improve productivity and profitability through client engagement. 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. The company has a database of 80,000 investors used to gain insight into client engagement, fit and perception of advice.
Accretive 360 Inc., the parent company of Accretive Advisor, is a wealth management services firm created to help investors and advisors work more effectively together.