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
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders.
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabilities, and a passive model portfolio suite.
When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year.