Matrix’s practice guide offers an in-depth look into the Employee Retirement Income Security Act (ERISA) fiduciary rules and standards that may apply when advisers deliver investment advice to ...

Matrix Financial Solutions is expanding its core mutual fund trading platform, offering advanced plan proposal and management features for financial advisers. The expanded Matrix product and service ...

Matrix Financial Solutions has expanded the functionality of TrueOpen, its core mutual fund trading platform, to address growing demands from retirement plan providers and advisors. The augmented ...

Broadridge Financial Solutions Friday said it closed its aquisition of Matrix Financial Solutions, a purchase estimated at $201 million. Matrix's back-office, trust, custody, trading and mutual fund ...

“You take the blue pill –- the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill -– you stay in Wonderland and I show you how deep the rabbit hole ...

Matrix-Exzac has changed its name to Matrix International Financial Services (Matrix-IFS), to reflect the expanded range of the company’s business and technology solutions specifically designed for ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Ms. Dash, who has been serving in this role for the past year, will guide ...