InvestorWeb signs Potter

morningstar/

4 October 2001
| By Nicole Szollos |

Recentlydeparted Morningstar Research head of sales Toby Potter will shortly rejoin the industry in a sales and marketing position with the research division of financial services group InvestorWeb.

From early October, Potter will take on the role of InvestorWeb Research chief operating officer. He will be in charge of managing the commercial side of InvestorWeb’s research business with a focus on seeking out distribution opportunities and marketing and liasing with clients in both an operational and business sense.

InvestorWeb Research chief research officer David Wright, who remains in charge of research manufacture, says the separation of the research business and commercial aspects was necessary due to the growth of the group.

News of Potter’s appointment comes hard on the heels of his leaving Morningstar, after the latter conducted a review of the part of the business previously headed by Potter.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago

TOP PERFORMING FUNDS