Bloomberg

Bloomberg
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RIA NEWS SEP 10, 2007
Investing in Africa: Is now the time to jump in?

China’s involvement with Africa has skyrocketed in recent years, and it is forcing U.S. investors to re-examine their views on the continent as an investment destination.

RIA NEWS SEP 10, 2007
Younger planners blazing own way

Many young advisers have taken it upon themselves to pave their own path into the financial advice industry.

FINTECH SEP 10, 2007
Schwab entices advisers with free software

Schwab Institutional will provide free portfolio re-balancing software to financial advisers who use its custody services.

RIA NEWS SEP 10, 2007
NYSE Euronext turns on to tech

As floor traders clad in jackets and ties vanish from the New York Stock Exchange, they are being replaced by people like Sam Johnson, a technology whiz kid who goes about his business wearing jeans and cowboy boots.

RIA NEWS SEP 10, 2007
Market turmoil is no sweat, growing is hard

One day last month, while the Dow Jones Industrial Average was sinking over subprime-mortgage concerns, financial adviser Frank McGovern was relaxed, and the phones of his McLean, Va., office were quiet.

RIA NEWS SEP 10, 2007
Investing strategy serves CastleArk well

Jerry Castellini is quick to acknowledge that his investment firm’s specialty, large-cap-growth stocks, has been “the single worst-performing asset class” since he co-founded CastleArk Management LLC in 1999.

RIA NEWS SEP 10, 2007
Rival cash manager may gain from Sentinel’s woes

Diane Mix Birnberg, president of Chicago-based Horizon Cash Management LLC, didn’t plan it this way.

MUTUAL FUNDS SEP 10, 2007
Advisers are seeing bargains in the wake of subprime mess

The subprime-mortgage crisis, pushed along by the high-profile collapse of two Bear Stearns Cos. Inc. hedge funds this summer, is turning out to be a boon for money managers looking to pick up bargains.

INDEPENDENT BROKER DEALERS SEP 10, 2007
Pershing snags Tibergien as chief of advisory unit

In a marketing and business coup, Pershing LLC has hired Mark Tibergien, a leading consultant in the financial advice industry.

PRACTICE MANAGEMENT SEP 10, 2007
The $50 million men

Last March, Scott Hanson picked up his telephone, listened to an offer and promptly declined it.