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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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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 |
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 |
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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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