Sentry extends van Eyk relationship


Research and ratings house van Eyk has entered into a three-year agreement with dealer group Sentry Group to provide access to van Eyk’s iRate investment research portal as well as investment consulting advice and model portfolio creation.
According to van Eyk national account director Michael Angwin, the agreement represented a substantial extension of the relationship that has existed between van Eyk and Sentry since the establishment of the dealer group in 2005.
Angwin said the agreement was also significant because of Sentry’s acquisition last year of Australian Finance Group Financial Planning, which more than doubled the number of financial planners under the Sentry umbrella and took funds under management to $2.2 billion.
Both Angwin and Sentry Group chief executive Murray Hills said Sentry would continue to support van Eyk’s implemented research product offering, van Eyk Blueprint Series.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.