Oklahoma City-based Exencial Wealth Advisors has bought Shoreline Financial Advisors of Guilford, Conn., with roughly $220 million in assets under management. The deal, finalized earlier this month, ...

Market Recap: CIO Tim Courtney of Exencial Wealth U.S. stocks fell Friday along with crude, but notched weekly gains as central banks eased investors' fears about interest rates. A look at bonds, ...

Exencial Wealth Advisors LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 14.7% in the 4th quarter, Holdings Channel reports. The firm owned 88,128 shares of the information ...

U.S. stocks continue to edge higher, on track for their best weekly performance since the presidential election. CIO Tim Courtney of Exencial Wealth Advisors joins us with some perspective on what to ...