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
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.