Model Portfolio Growth Plateaus as Advisors Pivot to Boost Separately Managed Accounts
06 févr. 2024 10h00 HE
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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
15 août 2023 08h50 HE
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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
12 mai 2015 15h22 HE
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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
11 déc. 2014 12h48 HE
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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
09 oct. 2013 11h32 HE
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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
30 juil. 2013 15h23 HE
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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
24 sept. 2012 11h01 HE
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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...