HTK named a 2023 Wealth Management Awards Finalist | HTK

In recognition of our transformed fee-based financial planning program, HTK is a top three contender within its category for the prestigious national awards program.

HTK is proud to announce we have been named a Finalist in the 2023 Industry Awards (the “Wealthies”), a national awards program honoring outstanding achievements by companies, organizations and individuals that support financial advisor success.

HTK is a top three Finalist in the Practice Management category. According to, a record-breaking number of nominations was submitted for the 9th Annual Industry Awards. Over 1,000 entries were received from more than 400 companies, with 253 organizations selected as Finalists in one or more of the categories in this year’s awards program.

National recognition for our fee-based financial planning program

HTK is a Finalist for our transformed fee-based financial planning program. As part of this undertaking, HTK modernized and streamlined this planning service, making it easier for HTK financial professionals to deliver financial advice to their clients and creating improved efficiencies between the financial professional, home office and client.

The comprehensive journey resulted in a complete rehaul and refresh of the program to elevate HTK’s model for supporting the growing demand and interest in fee-for-advice services. The initiative also included an expanded partnership with AdvicePay as a platform to support the fee-based financial planning process from initial agreements through payment collection.

“We’re honored to be named a Finalist,” said Erin Jagusak, managing director of investment advisory services, HTK. “The transformation of the fee-based financial planning program at HTK was launched with the goal of making it easier for HTK financial professionals to deliver advice and planning services to their clients. Recognition as a Finalist in this well-respected industry awards program affirms HTK’s commitment to delivering the platforms and programs that support the continued success of the financial professionals we serve.” 

Celebrating new innovations and trailblazers

A panel of judges made up of top names in the industry chose the finalists and will determine the winners, which are recognized by as the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City this September.

“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations, “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”

A complete listing of finalists can be found here. More information on the Wealthies is available on


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