Exencial Wealth Advisors, an Oklahoma City-based registered investment adviser managing $2.1 billion, will acquire Willingdon Wealth Management, a Huntersville, N.C.-based RIA managing $800 million. The acquisition is expected to close June 1.
Willingdon’s 16 employees will join Exencial.
Mike Kayes, founder and president of Willingdon, will serve as managing director for Exencial and remain a member of the executive leadership and investment teams.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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