Matrix, along with its nearly three dozen employees, including 20 in Richmond, are now operating as a division of Citizens, within the bank’s investment banking arm, Citizens JMP Securities.

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’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 ...

"The proposed regulations may result in more broker-dealers and RIAs being classified as an ERISA ?duciary when they provide services to IRAs," said Ms. Dash. "It's important that advisors and brokers ...

Matrix Asset Advisors follows what it calls “Classic Valuation Analysis” to pick stocks. The ETF primarily invests in large-cap U.S. stocks. See the 6X seasonal strategy set to target this fall’s ...

NEW YORK--(BUSINESS WIRE)-- Two Harbors Investment Corp. (NYSE: TWO), an Agency + MSR mortgage real estate investment trust, today announced that Matrix Financial Services Corporation, a wholly owned ...