Fund Manager of the Year


Disciplined, repeatable investment process helps identify best opportunities

Top funds rewarded for strong 2017s

Value-driven approach pays off

Build a Strong Core


Healthcare property proves a winner

"Preferred infrastructure" sees Lazard win gold

PineBridge stands test of time and crisis

New means testing rules represent an opportunity for advice


PM Capital shows conviction and patience pay off

PAN-Tribal shows how to ride bulls, bears and bubbles

OC shines with "absolute return in style"

Legg Mason back on top

Julie Berry receives Lifetime Achievement Award

A passion for client-centric practice

Communication key for top paraplanners

Independence key to top planners’ success

Here’s what it takes to make a great BDM