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Anna Robaton

Anna was a staff reporter for InvestmentNews from 1999 to 2000 before moving on to our sister publication at Crain's New York Business as Health Care reporter. See can see her LinkedIn here.

Displaying 112 results

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HOW TO BUILD A FUND FAMILY: BUY FUNDS — 4,200 POTENTIAL TARGETS WITH LESS THAN $50 MILLION

Unified Financial Services Inc. has come up with a way to build a mutual fund family without spending…

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CONFERENCE CALL: THEORY OF FUND MULTIPLICATION: IF YOU LIKED THE OLD ONE, YOU’LL LOVE THE NEW

Although investors and advisers are already up to their eyeballs in solicitations from money managers, the rapid spread…

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TRUST COMPANY TRYING HARDBALL WAY TO DO WELL BY DOING GOOD: AMERICAN GUARANTY CHALLENGING FUND GIANTS BY MARKETING TAX SHELTERS THROUGH ADVISERS

Forget warm and fuzzy. American Guaranty and Trust Co. is making a hard-nosed bid to compete with giants…

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BUT THEN, WHAT’S DOWN MAY GO UP. . .: IT ISN’T TIME TO BEAT YOUR FEETS FOR REITS

Real estate investment trusts aren’t likely to recover anytime soon from the nasty spill they took late last…

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BUT THEN, WHAT’S DOWN MAY GO UP. . .: IT ISN’T TIME TO BEAT YOUR FEETS FOR REITS

Real estate investment trusts aren’t likely to recover anytime soon from the nasty spill they took late last…

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FUNDS HOPE DEATH BENEFITS WILL EARN SALUTE: ANNUITY SLIP FEARED, SO AMERICAN SKANDIA, SUNAMERICA INNOVATE

With proposed tax code changes threatening to take the wind out of variable annuity sales, all eyes are…

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NEW ENGLAND JUNK BOND FUND CLIMBS OVER CHAIN-LINK FENCE TO RESPECTABILITY: TOPS PEERS AFTER JUST HANGING OUT FOR YEARS

Once a junk-bond dog, the New England High Income Fund appears to have made it out of the…

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1-2 PUNCH RATTLES HIGH-FLYING NCM: MAJOR CLIENTS LEAVE MINORITY MANAGER AFTER STAFF EXODUS

The nation’s largest minority-owned money manager may be falling off its perch. NCM Capital Management Group Inc. of…

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FUNDS HOPE DEATH BENEFITS WILL EARN SALUTE: ANNUITY SLIP FEARED, SO AMERICAN SKANDIA, SUNAMERICA INNOVATE

With proposed tax code changes threatening to take the wind out of variable annuity sales, all eyes are…

Topic

NEW ENGLAND JUNK BOND FUND CLIMBS OVER CHAIN-LINK FENCE TO RESPECTABILITY: TOPS PEERS AFTER JUST HANGING OUT FOR YEARS

Once a junk-bond dog, the New England High Income Fund appears to have made it out of the…