Matrix Financial Solutions has launched a revamped version of its Matrix RetireTool(kit) to make life easier for financial advisors, broker-dealers and third-party administrators. Company officials ...

Designed as an end-to-end retirement plan solution for advisers, the enhanced version of RetireTool(k)it features a more user-friendly fund selection and monitoring process, an updated plan proposal ...

The service, which is part of the newly launched Matrix Broker/Dealer Solutions Suite, is provided by Matrix Financial Solutions, a Broadridge Financial Solutions Inc. company. The Matrix ...

Matrix Planning Solutions has denied a report it has been seeking a buyer ahead of the Government introducing legislation around the Future of Financial Advice (FOFA) changes. The dealer group has ...

Matrix Planning Solutions is planning to cut its dealer group fees, in some places by half, in a bid to boost the development of it planning practices. The move comes on the back of strong results for ...