Whether hes uncovering beaten-up small caps or running his tiny Presidio Fund, you won't find Kevin OBoyle in a crowd.
Combined business will have about $13 billion in assets under advisement.
Plus, prospective "Magic Formula" investors face higher investment minimums.
A roundup of investment news from Morningstar Advisor magazine.
Booming Treasury funds, Vanguard gets its S&P 500 ETF, stock-fund flows make a U-turn, and more.