Indie B-Ds’ five favorite fund companies
Penetration rate at the largest independent broker-dealers: 75.8%*
Total retails assets as of 12/31/2010: $316.24B**
(Pictured: Mark Mobius, executive chairman of Templeton Asset Management. Photo courtesy of Bloomberg News)
*Source: InvestmentNews 2011 independent broker-dealer survey. Firms were asked to provide the top three fund families their advisers have sold/recommended most frequently to clients over the past year. Figures are for the 99 firms that provided data. For more information on the survey, email us directly.
**Source: Morningstar