The Matrix Broker/Dealer Platform, an integrated retirement planning suite, includes the plan data feed service, level compensation services and adviser desktop applications.

Karen Abramson, CEO of Wolters Kluwer Corporate Performance & ESG, said: " Wolters Kluwer's repeated Leader rankings in the Nucleus Research SCP Technology Value Matrix demonstrate our commitment to ...

Matrix serves more than 300 financial institutions with over $145 billion in customer assets processed through its trading platform. Larry Barrett writes for Financial Planning.

Matrix Design Group of Phoenix is the firm hired by La Paz County to create their comprehensive plan for the next 10 years.

By pairing strategic workforce planning with a data-driven approach, healthcare organizations can work to optimize staffing, cut costs and improve patient outcomes.

Matrix Financial Solutions has expanded the functionality of TrueOpen, its core mutual fund trading platform, to address growing demands from retirement plan providers and advisors.

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 ...

Matrix Trust Co. is facing a class-action lawsuit over 12b-1 fees and float and non-float interest from 401 (k) plans, which the firm allegedly failed to report to clients. Minnesota-based MBA ...

Nucleus Research found that Wolters Kluwer’s investments in AI, machine learning, and integrated business planning help customers using CCH Tagetik manage large data sets and improve company ...