Chad Petie

United States

Journalist at AdvisorHub

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Articles

Women in Power: 5 Secrets From A Life In The CIA

1 week ago | advisorhub.com | Chad Petie

At our recent Women Advisors Summit attendees were treated to keynote speaker Carol “Rollie” Flynn, president of The Arkin Group and a former career CIA officer. Flynn shared powerful stories and practical strategies from her time in the intelligence world—lessons with surprising relevance to business and personal development. Flynn opened by dispelling some Hollywood myths about the CIA. “There are a lot of misconceptions,” she joked, referencing shows like Homeland and The Americans.
Maximizing Your Firm’s Value: Insights on Succession, Sale, and Transition

1 week ago | advisorhub.com | Chad Petie

The wealth management industry is experiencing a wave of transitions, sales, and successions, making preparation more crucial than ever. That was the focus of a recent webinar, Maximizing Your Firm’s Value: Preparing for Succession, Sale or Transition, hosted by Suzanne Siracuse, founder and CEO of Suzanne Siracuse Consulting.
Mariner Adds $325 Million Columbus Firm to Bolster Midwest Presence

1 week ago | advisorhub.com | Chad Petie

Mariner Wealth Advisors has expanded its presence in Ohio with the acquisition of Hyre Personal Wealth Advisors, a Columbus-based firm managing approximately $325 million in assets under advisement. This strategic move establishes Mariner’s second office in Columbus and its eighth in the state, reinforcing its commitment to serving clients across Ohio.
Carson Wealth Orlando Joins Parent Firm as Part of Strategic Growth Plan

1 week ago | advisorhub.com | Chad Petie

Carson Group is continuing to expand its national presence with the full acquisition of its Carson Wealth office in Orlando, Florida. This location, originally founded by Scott Cadwell in 1989 under the name Cadwell Wealth, became a Carson partner firm in 2018 and was rebranded as Carson Wealth at that time. Now operating under full Carson ownership, the firm manages approximately $150 million in client assets.
Aspen Standard Deepens RIA Platform with Addition of $2.9 Billion Boston Firm

1 month ago | advisorhub.com | Chad Petie

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.
Modern Wealth Enters California with $1 Billion in New Acquisitions

1 month ago | advisorhub.com | Chad Petie

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.
Mercer Advisors Enters Memphis Market with Acquisition of Vishria Bird

1 month ago | advisorhub.com | Chad Petie

Mercer Advisors has expanded its national footprint with the acquisition of Vishria Bird Financial Group, a Memphis-based wealth management firm with over $205 million in assets under management. The deal supports Mercer’s continued strategy of partnering with client-focused advisory firms and growing its presence across key regional markets. Founded in 1997, Vishria Bird has built a strong reputation in the Memphis area by offering holistic financial planning and investment management services.
Building a Modern Wealth Management Firm Through Partnership, Planning, and Purpose

1 month ago | advisorhub.com | Chad Petie

After more than two decades as colleagues and partners, Ben Spiker and Scott Brown took a leap of faith. In 2017, they launched Shore to Summit Wealth Management—a name that reflects both their bi-coastal reach and a shared commitment to building a values-driven, client-focused advisory business. Listen to the full podcast. “We didn’t need the infrastructure or oversight of a big firm anymore,” says Ben Spiker, COO and co-founder of the firm.