Is your financial advisory practice’s strategic planning process stuck in neutral? If so, you may want to ask yourself — and your staff — the 10 key questions that will help you come to a consensus and implement a solid strategy
The recent acquisition of Market Logics will help Accretive 360 create resources for a new online practice-management platform
Confidence is the key to success
Program aimed at helping investors distinguish between average and exceptional advisors
Build on your strengths
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.
Practice management provider advances Accretive’s vision to become leader in client engagement
Rodrigo Gordillo, an advisor with Macquarie Private Wealth Inc., describes how he built $45-million in AUM in his first three years as an advisor - with lawyers as a niche market. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
