Latest News and Press Releases

LIVONIA, Mich., March 11, 2025 (GLOBE NEWSWIRE) -- Advisors who are using third-party model portfolios most appreciate their ability to improve efficiency and free up time for business development....

Southeastern has chosen Ultimus to provide middle and back office services for their registered, private, and SMA portfolios.

Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.

CINCINNATI, Aug. 15, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor...

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...

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,...

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...

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...

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...