It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.
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Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.
/PRNewswire/ Realta Wealth ("Realta"), the exclusive independent wealth management firm formerly known as CoastalOne, announced the appointment of industry.