Dover

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  Wirehouse Firms Still Lead in Assets, Data Show

  By Janet Levaux, AdvisorOne  |  October 1, 2010

  The four wirehouses continue to dominate the list of sponsors of separately managed accounts for the second quarter of this year, according to a research...

• Wirehouse Assets: Still on Top, But Losing Market Share

  By Janet Levaux, AdvisorOne  |  August 31, 2010

  The four largest broker-dealers have about 60%, or $1.1 trillion, of the industry's managed assets, down from 64% last year, according to a recent study.

• Wirehouse Assets: Still Leading, but Losing Market Share

  By Janet Levaux, AdvisorOne  |  August 31, 2010

  The four wirehouses continue to dominate the list of sponsors of separately managed accounts for the second quarter of this year, according to a research report just issued by the Money Management Institute and Dover Financial Research.

• Separate Accounts Capture More Assets

  By Kathleen McBride, AdvisorOne  |  February 1, 2007

  PMFM has caught onto a trend, or is perhaps helping cause the trend, with its emphasis on the use of separate accounts for its clients...