Count continues with van Eyk Research
One of Australia’s largest independent dealer groups, Count Financial, has renewed its qualitative research agreement with van Eyk Research for a further three years.
For the last eight years, Count Financial has built a solid relationship with van Eyk Research, relying heavily upon the research group’s ability as the first filter in its investment research process.
Count Financial managing director Barry Lambert says Count, as a dealer to both accountants in Count and independent financial advisers in Compound, prides itself on its independence. Lambert says it was the group’s stance on independence which made the decision to renew its research agreement with van Eky an easy one.
Lambert says van Eyk is renowned for its independence, and its approach to providing research. He says the way van Eyk charges Count and not the companies it is researching, ensures the research is of the highest quality and value for money.
Count Financial research manager Rachel Griffith says while van Eyk Research is only the first filter in the groups research process, it is an important filter as it “weeds out” a large number of product providers.
“Count's internal research team can then concentrate its efforts on those managers most likely to add value. This combined research process allows Count to report to its advisers on over 3,000 funds,” Griffith says.
The agreement between Count Financial and van Eyk Research also covers tax-effective investments.
Recommended for you
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months.
Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change.
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.