Chad Petie - Profile and Journalist Details
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Chad Petie
Verified
Journalist, AdvisorHub
United States
Beats
iPhone apps, Innovation , Business, News, Social media, robots tablets, Consumer Electronics, space tech mobile payments, Smartphones, Science
Anything not travel related.
Content
By Chad Petie| AdvisorHub Verified Aspen Standard Wealth has announced its acquisition of New England Private Wealth Advisors (NEPWA), a Boston-based registered investment advisor with $2.9 billion in assets under management as of the end of 2024. The move marks a significant step in Aspen’s broader strategy of forming long-term partnerships with high-performing RIAs and expanding its national footprint.
By Chad Petie| AdvisorHub Verified Modern Wealth Management has opened 2025 with a significant expansion into California, marking its presence on the West Coast with two newly announced acquisitions. The firm has acquired Wade Financial Advisory in Campbell and is set to finalize the acquisition of Planned Asset Management in Calabasas. Together, these deals contribute an additional $1 billion in assets under management, pushing Modern Wealth past the $7 billion mark and giving it its first client-facing offices in California.
By Chad Petie| AdvisorHub Verified Aspen Standard Wealth has announced its acquisition of New England Private Wealth Advisors (NEPWA), a Boston-based registered investment advisor with $2.9 billion in assets under management as of the end of 2024. The move marks a significant step in Aspen’s broader strategy of forming long-term partnerships with high-performing RIAs and expanding its national footprint.
Company Info
AdvisorHub
AdvisorHub is a media and information platform based in Middleburg, Virginia, dedicated to serving financial advisors. With a team of former advisors and industry executives, it provides a range of news, data, and resources tailored to the needs of financial professionals. The platform attracts over 600,000 monthly page views and 180,000 unique visitors, primarily consisting of licensed financial advisors and industry professionals. AdvisorHub offers breaking news, compensation data, and industry analysis, focusing on wirehouse and RIA movements, regulatory changes, and market trends. It partners with firms like 3xEquity to deliver anonymous recruiting deal comparisons and compensation benchmarks. The platform also features educational resources, including the AH Institute Library, podcasts, and webinars, which engage a significant portion of its audience. Specialized sections cover FinTech tools, boutique asset managers, and provide a forum for advisors to share best practices. AdvisorHub aims to support high-producing advisors in optimizing their practices through data-driven insights.
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Founded: 2014