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For the 4th consecutive
year, Matrix ranked first among all distribution firms that
submit mutual fund transactions through DTCC’s Defined
Contribution Clearance & Settlement service (DCC&S). |
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| Mar 23, 2010 |
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Matrix U Winter Workshop Concludes; Two-Day Workshop Included 14 Educational Sessions Featuring Industry Thought-Leaders |
| Mar 15, 2010 |
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Matrix Financial Solutions Set to Offer Same-Day ETF Trading |
| Dec 14, 2009 |
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Gibraltar private hires Prima Capital to expand its wealth management platform |
| Nov 17, 2009 |
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MG Advisory Services Expands RetireTool(k)it; Adds Plan Proposals to the Application |
| May 28, 2009 |
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Matrix
Financial Solutions Launches Matrix U. |
| May 5, 2009 |
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Matrix
Financial Solutions Announces
United Planners Financial Services to Implement RetireTool(k)it™ |
Feb
17, 2009 |
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Granite
Retirement Services Selects MG Advisory's RetireTool(k)it™
to Power its Investments for Plan Participants |
Jan 21, 2009 |
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MSCS
Expands Its Money Market Portal Services |
Jan
6, 2009 |
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Matrix
Financial Solutions RetireTool(k)it™ Has Breakout
2008 |
Nov 24, 2008 |
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Prima
Capital Debuts Proposal Generation Tool Designed to Increase
Financial Advisor Efficiency and Effectiveness |
Nov
19, 2008 |
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Prima
Capital Announces New Partnership with BB&T Asset
Management |
Oct 15, 2008 |
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Matrix
Financial Solutions, Inc. Launches RetireTool(k)it™ |
May
15, 2008 |
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Matrix
Financial Solutions Hits $100 Billion in Assets Traded
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April 16, 2008 |
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Former
Portfolio Strategies Executive Joins Matrix Financial
Solutions |
April
3, 2008 |
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Matrix
Financial Solutions Expands Service Offerings to Include
Same-day Money Market Funds |
Jan 17, 2008 |
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Matrix
Financial Solutions Marks Record Year in 2007 |
Dec
20, 2007 |
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Matrix
Financial Solutions Joins Organization Representing Independent
401(k) Plan Recordkeepers |
Dec 18, 2007 |
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Matrix
Financial Solutions Acquires ICC Plan Solutions |
Nov
29, 2007 |
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MG
Trust Launches Target Date Collective Funds |
August 21, 2007 |
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MG
Advisory Launches Plan Demographic Report for TPAs and
Advisors |
July
11, 2007 |
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Matrix/MG
Advisory to Offer Investment Strategy Services |
May 23, 2007 |
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Matrix
Settlement & Clearance Services Makes Strategic Investment
in Prima Capital |
March
26, 2007 |
|
Matrix
Settlement and Clearance Services, LLC Maintains Leading
Position in Automated Mutual Fund Clearing |
March 13, 2007 |
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MG
Advisory/Matrix and ExpertPlan Collaborate to Launch Individual
Managed Account Product on ExpertPlan Platform |
February
26, 2007 |
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MG
Advisory Services, LLC to Align with Sunwest Pensions
to offer Individually Managed Account Solution for Retirement
Plans |
February 1, 2007 |
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Finance
Industry Leaders Form Alliance to Provide Individualized
Money Management |
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