Articles tagged "Exencial Wealth Advisors"


HeadlinePublish date

How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

December 29, 2016 — 4:09 PM UTC

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice

Creating names solves a multitude of problems but may also create a bigger one in a high touch industry

May 9, 2012 — 4:36 PM UTC

John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO

The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline

April 30, 2012 — 12:56 PM UTC
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