Why change an established wealth management brand after 35 years?
New year, new name for a national broker-dealer and RIA platform managing $3.3B.
A nationwide wealth management firm has started 2024 with a new name as it prepares to build on its continued successes.
Delaware-headquartered broker-dealer and RIA platform CoastalOne is now Realta Wealth, inspired by the Celtic word for star, which it says aligns with its mission to provide a
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