Winning Initiative: "Be Greater: Why Being Good Enough is No Longer an Option"
Category: Thought Leadership – Content/Education
Winning Initiative: Pentameter
Category: Broker/Dealers 1,000 Reps or Less – Practice Management
Foundation for Financial Planning
A portion of the proceeds from the event were donated to the Foundation for Financial Planning, an organization devoted to providing pro bono financial planning to the underserved primarily by providing grants to connect those in need with advisors.
Winning Initiative: Research and Commentary
Category: Asset Managers – Fixed Income
Winning Initiative: Blueprint for Growth
Category: Non-Custodian Support Platform