Count Financial changes van Eyk for Lonsec
Count Financial has appointed Lonsec as its new research provider displacing van Eyk Research.
The publicly listed accountancy-based dealer group announced the change in research providers today.
Count said Lonsec would provide research services to Count for unlisted investment research.
Count chief executive Andrew Gale said the company placed strong emphasis on its robust research process – something which had withstood the difficult market conditions of recent years.
“We are excited about forging a new relationship with Lonsec, to continue to grow Count’s excellent reputation of selecting sound investment funds and platforms for our advisers to use to create effective strategies for their clients,” he said.
The group also announced it had appointed Iress as its software provider, with Iress' Xplan to replace Count's in-house WealthPlanner system.
Recommended for you
Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium.
The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies.
The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data.
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher.