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  1. Kevin O'Boyle, Presidio

    Whether hes uncovering beaten-up small caps or running his tiny Presidio Fund, you won't find Kevin OBoyle in a crowd.

  2. Tiedemann Wealth Management and Presidio Capital Advisors merge in large RIA deal

    Combined business will have about $13 billion in assets under advisement.

  3. 5-Star Fund Manager Calls It Quits

    Plus, prospective "Magic Formula" investors face higher investment minimums.

  4. Bond Returns, Fund Surprises, and Sector Secrets

    A roundup of investment news from Morningstar Advisor magazine.

  5. Seven Big Fund Surprises From 2010's First Half

    Booming Treasury funds, Vanguard gets its S&P 500 ETF, stock-fund flows make a U-turn, and more.

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