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, ...
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