Blue Chip Partners had two executives named to Forbes’ 2023 list of Best-In-State Wealth Advisors. In the 2023 rankings, CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both listed, ranking #17 and #18 respectively in the state of Michigan. ​Forbes’ rankings, developed by SHOOK Research, are one of the only advisor rankings with a focus on quality, including surveying and interviewing advisors in-person and virtually.

Intercontinental Wealth Advisors announced the release of their Sudden Wealth Guide, an educational resource and comprehensive report designed to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.

Kwanti achieved high client satisfaction ratings and showed significant increase in market share across multiple categories in the 2023 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 0.4% market share.

​Stearns Financial Group (SFG) announced the hiring of business performance and development  veteran, Kurt Geldner, as Director of the Stearns Financial Business Owner Services (BOSS) practice. Geldner joins Stearns with over 20 years of experience in the start-up, early-stage, and small business markets. In his new role, Geldner is responsible for expanding opportunities and further enhancing assessment, planning and growth services for business owner clients.

​Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, achieved high client satisfaction ratings and showed significant increase in market share across multiple categories in the 2023 T3 / Inside Information Software Survey – including earning the highest rating in the All-In-One Software category for the sixth year in a row.

The Preparedness Project, an initiative founded by financial advisor Paul Peeler that provides specialized planning support for Serious Mental Illness (SMI) caregivers and their families, announced that he was named the recipient of Integrated Financial Group's 2023 Lorie Moore & Chuck Nida Stewardship Award.

​Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, announced while at the T3 Technology Tools for Today conference being held in Tampa yesterday that they are launching their new model marketplace called Nucleus. Nucleus will be fully integrated into the comprehensive, award-winning Advyzon platform built on single source code.

Incedo, Inc. will announce the results of the recent T3/Incedo Data Readiness survey at the Tools and Technology for Today (T3) conference during their scheduled session, Tuesday, March 14, 2023 at 9:25 a.m.. Incedo CEO Nitin Seth will talk about whether wealth management firms are ready to win in a Data-First World. 

HCR Wealth Advisors (HCR) announced the release of their Inheritor's Guide, an educational resource and comprehensive report designed to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.

Bogart Wealth announced the launch of Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth.

​Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that Chief Operating Officer, Danielle White (White) has as of January 1, 2023, been promoted to Chief Executive Officer. White takes the helm at a very exciting time as Myriad heads toward its fifteenth anniversary and will, in the coming year, be breaking ground in the Des Moines suburban area to accommodate the company’s new office building and staff expansion.