CEO of the Year
Investment Management
Winners Circle
Meet this year’s winners and learn how they are driving positive change in the industry through best practices, new technology and other forward-thinking approaches.
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Chief Investment Officer of the Year
Broker-Dealers
CEO of the Year
RIAs: Less Than $10 Billion AUM/AUA
Thought Leader of the Year
RIAs: Less Than $10 Billion AUM/AUA
CEO of the Year
Broker-Dealers
CMO of the Year
Investment Management
Thought Leader of the Year
Financial Planners/Tax Planners
CMO of the Year
RIAs: More Than $10 Billion AUM/AUA
CMO of the Year
Financial Planners/Tax Planners
CTO of the Year
Investment Management
CTO of the Year
Operations
Executive of the Year
Client Engagement
Chief Investment Officer of the Year
RIAs: Less Than $10 Billion AUM/AUA
Thought Leader of the Year
Broker-Dealers
CMO of the Year
Advisor Support Platforms
CMO of the Year
Operations