Broker-dealer formerly known as CoastalOne changed its name in January.
Study considered the average annual return on a degree versus a high school diploma.
Industry veteran will engage with wealth managers and help enhance platform.
Top demands vary between millionaires and the mass market.
Firm is boosting insights offering amid growing demand for exchange-traded funds.
Firm says it can do better than the 'limitations' of other investment platforms.
The firm expanded into the region in 2020 through an acquisition.
But are they ready to provide the unique advice that's required?
RIA focuses on high-net-worth clients using a proprietary platform.
Team of three was previously with Raymond James division Alex. Brown.
