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Southeastern Asset Management Selects Ultimus’ Enterprise-Wide Operations Solution
28. Oktober 2024 12:00 ET | Ultimus Fund Solutions
Southeastern has chosen Ultimus to provide middle and back office services for their registered, private, and SMA portfolios.
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Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
06. Februar 2024 10:00 ET | Escalent, Inc.
Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
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Beacon Capital Management Selects Ultimus to Assist in Launch of Firm’s Inaugural ETFs
15. August 2023 08:50 ET | Ultimus Fund Solutions
CINCINNATI, Aug. 15, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor...
Options on Futures Now Available on Wolverine Execution Services Trading Platform
12. Mai 2015 15:22 ET | Wolverine Execution Services
CHICAGO, IL--(Marketwired - May 12, 2015) - Wolverine Execution Services (WEX), a leading provider of premier technology and execution services, today announced the inclusion of options on futures...
Wolverine Execution Services Introduces New Vega Trading Applet, Providing New Efficiency When Trading Multiple Option Strikes
11. Dezember 2014 12:48 ET | Wolverine Execution Services
CHICAGO, IL--(Marketwired - Dec 11, 2014) -  Wolverine Execution Services (WEX), a leading provider of premier technology and execution services, today announced the launch of WEX Vega Trader,...
Model Capital Management
A New Tactical Investment Strategy is Now Available to Investors
09. Oktober 2013 11:32 ET | Model Capital Management LLC
Boston and Little Rock, Oct. 9, 2013 (GLOBE NEWSWIRE) -- Model Capital Management LLC (http://parmodel.com), a research and investment advisory firm based in Boston, MA, and Sowell Management Services...
Invest n Retire Adds Access to Wolverine Execution Services Into INR's Patented Record Keeping Software for Defined Contribution Plans and Separately Managed Accounts
30. Juli 2013 15:23 ET | Wolverine Execution Services; Invest n Retire
CHICAGO, IL and PORTLAND, OR--(Marketwired - Jul 30, 2013) - Wolverine Execution Services (WEX), a leading provider of value added trade execution services, and Invest n Retire, LLC (INR), an...
Saturna Capital
Saturna Enhances Institutional Capabilities With New Director
24. September 2012 11:01 ET | Saturna Capital Corp.
Bellingham, Wash., Sept. 24, 2012 (GLOBE NEWSWIRE) -- Saturna Capital Corporation, has scaled up its outreach to institutional investors with the hiring of Paul Meeks, CFA, in the dual role...