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Home>Tag: Toby Potter

Toby Potter

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Investment

Managed account FUM surges in second half of 2024

Beata KuczynskaMarch 11, 2025
Opinion
1

ASIC was right not to act on its MDA review (and still shouldn’t)

Toby PotterFebruary 20, 2025
Technology

HUB24 ‘always planned’ to fold Xplore into existing services

Beata KuczynskaJanuary 24, 2025
Managed Accounts

Managed accounts present further research needs

Chris DastoorOctober 8, 2024
Shape of Advice

The past, present and future of managed accounts

Jack SmithOctober 4, 2024
Managed Accounts

What’s behind the 146pc growth in managed accounts?

Nina HendyJune 5, 2024
Advice

Managed account fees confound clients

Callum JonesSeptember 4, 2023
Managed Accounts

Managed accounts hit new high amid slowing growth

Chris DastoorMarch 28, 2023
Managed Accounts

Managed accounts grow another 22pc during FY22

Chris DastoorSeptember 7, 2022
Managed Accounts

Shaw & Partners: ‘Modular’ approach converting brokers to managed accounts

Tahn SharpeMay 18, 2021
Investment

Managed account FUM nears $100B

Tahn SharpeApril 12, 2021
Investment

$1 billion the ‘magic number’ large advice firms want in managed accounts

Tahn SharpeFebruary 23, 2021
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