This award goes to the CEO that has demonstrated exceptional leadership over the last 12 months, bringing their organization to a new level of growth and success and stimulating the wealth management industry.


Extra weight will be placed on nominations that come from those in a position to assess the nominee’s performance objectively. Nominees must be a CEO/President/equivalent of an advisory network, advisory firm, fund company, or service provider to advisors


Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.


When judging this category, the following criteria will be considered:


  • demonstration of vision, leadership and engagement of workforce
  • corporate growth, achievements, recognition, performance and positive financial results reflective of leadership
  • commitment to corporate values (e.g. values, innovation, customer care, knowledge and education)
  • commitment to the wealth management industry
  • industry reputation



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