Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
February 06, 2024 10:00 ET
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Escalent, Inc.
Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from Cogent Syndicated.
Beacon Capital Management Selects Ultimus to Assist in Launch of Firm’s Inaugural ETFs
August 15, 2023 08:50 ET
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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
May 12, 2015 15:22 ET
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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
December 11, 2014 12:48 ET
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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,...
A New Tactical Investment Strategy is Now Available to Investors
October 09, 2013 11:32 ET
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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
July 30, 2013 15:23 ET
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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 Enhances Institutional Capabilities With New Director
September 24, 2012 11:01 ET
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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...