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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
529s launch another back-to-school marketing blitz

The college savings plan industry once again has unveiled a wide array of marketing campaigns for the back-to-school season, with many plans emphasizing the benefits of 529 plans in light of upcoming changes in the “kiddie tax.”

RIA NEWS SEP 10, 2007
Young advisers strive to gain clients’ trust

For young financial advisers looking to earn their stripes, a lack of gray hair and wrinkles could have some clients concerned about taking advice from someone as young as their child — or even grandchild.

RETIREMENT PLANNING SEP 10, 2007
Employers eye more palatable 401(k) proposal

An industry-friendly 401(k) fee bill could be drafted soon in the House Ways and Means Committee to avoid some of the more-onerous provisions of an earlier bill.

RIA NEWS SEP 10, 2007
Higher taxes for PE, hedge funds makes sense to advisers

Private-equity and hedge fund managers should pay higher taxes on their fees, according to some financial advisers.

RIA NEWS SEP 10, 2007
Offering a 7% VA solution for those near retirement

Two insurers, hoping to attract baby boomers heading into retirement, have introduced variable annuity products that guarantee a hefty 7% return on the holder’s investment in each of the first 10 years of the contract.

RIA NEWS SEP 10, 2007
Large-cap, growth stocks pulling ahead of value

Market strategists and advisers are closely watching the equity markets for what may be a fundamental shift in favor of large-cap and growth stocks.

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.

RETIREMENT PLANNING SEP 10, 2007
Forget Leona Helmsley – far-fetched wills abound

Despite widespread incredulity from the public about the weird details of hotel empress Leona Helmsley’s will, some advisers know that bizarre bequests are not uncommon, having watched their own clients seek to rule their families from beyond the grave.

RIA NEWS SEP 10, 2007
Did repeal of the uptick rule unleash market havoc?

The sudden burst of stock market volatility this summer has sparked a finger-pointing exercise that assigns much of the blame to an obscure rule change that makes it easier for traders to sell stocks short.