IPRO ONE ACQUIRES OWNERSHIP IN HBK SORCE FINANCIALiPro One has reached an agreement to purchase an ownership interest in HbK Sorce Financial, an investment advisory and wealth management firm with more than $1 billion in assets under management.
HbK Sorce is an affiliate of CPA firm Hill, Barth & King. The deal will allow iPro One to offer wealth management services for the firm and its clients. Using its CPA360 tool, iPro One helps CPA firms identify potential wealth management revenue among clients.
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