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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).

News & Events: Press Releases

Jan 28, 2013   Matrix Financial Solutions Releases Practice Guide Detailing ERISA Fiduciary Rules
Mar 23, 2010   Matrix U Winter Workshop Concludes; Two-Day Workshop Included 14 Educational Sessions Featuring Industry Thought-Leaders
Mar 15, 2010   Matrix Financial Solutions Set to Offer Same-Day ETF Trading
Dec 14, 2009   Gibraltar private hires Prima Capital to expand its wealth management platform
Nov 17, 2009   MG Advisory Services Expands RetireTool(k)it; Adds Plan Proposals to the Application
May 28, 2009   Matrix Financial Solutions Launches Matrix U.
May 5, 2009   Matrix Financial Solutions Announces
United Planners Financial Services to Implement RetireTool(k)it™
Feb 17, 2009
  Granite Retirement Services Selects MG Advisory's RetireTool(k)it™ to Power its Investments for Plan Participants
Jan 21, 2009
  MSCS Expands Its Money Market Portal Services
Jan 6, 2009
  Matrix Financial Solutions RetireTool(k)it™ Has Breakout 2008
Nov 24, 2008
  Prima Capital Debuts Proposal Generation Tool Designed to Increase Financial Advisor Efficiency and Effectiveness
Nov 19, 2008
  Prima Capital Announces New Partnership with BB&T Asset Management
Oct 15, 2008
  Matrix Financial Solutions, Inc. Launches RetireTool(k)it™
May 15, 2008
  Matrix Financial Solutions Hits $100 Billion in Assets Traded
April 16, 2008
  Former Portfolio Strategies Executive Joins Matrix Financial Solutions
April 3, 2008
  Matrix Financial Solutions Expands Service Offerings to Include Same-day Money Market Funds
Jan 17, 2008
  Matrix Financial Solutions Marks Record Year in 2007
Dec 20, 2007
  Matrix Financial Solutions Joins Organization Representing Independent 401(k) Plan Recordkeepers
Dec 18, 2007
  Matrix Financial Solutions Acquires ICC Plan Solutions
Nov 29, 2007
  MG Trust Launches Target Date Collective Funds
August 21, 2007
  MG Advisory Launches Plan Demographic Report for TPAs and Advisors
July 11, 2007
  Matrix/MG Advisory to Offer Investment Strategy Services
May 23, 2007
  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
  MG Advisory/Matrix and ExpertPlan Collaborate to Launch Individual Managed Account Product on ExpertPlan Platform
February 26, 2007
MG Advisory Services, LLC to Align with Sunwest Pensions to offer Individually Managed Account Solution for Retirement Plans
February 1, 2007
  Finance Industry Leaders Form Alliance to Provide Individualized Money Management