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.
Originally published on PRNewswire on May 25, 2023. Read full article here.
The Equita Network is the focus of this Advisor Perspectives article by Marie Swift in which she discusses the ways the network supports women in the financial services industry and how the co-founders and members are forging the path ahead to ensure women advisors have the resources they need to succeed.
Originally published on PR Newswire on May 17, 2023. Read full article here.
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