"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’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 ...
Citizens Financial Group, Inc. (NYSE: CFG) today announced a definitive agreement to purchase substantially all the assets of Matrix Capital Markets Group, Inc., a market-leading advisory firm in the ...
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 ...
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Citizens Financial strengthens advisory platform with Matrix deal
Citizens Financial Group CFG has entered into a definitive agreement to acquire substantially all the assets of Matrix Capital Markets Group, a market-leading advisory firm focused on the Downstream ...
PROVIDENCE, R.I., February 17, 2026--(BUSINESS WIRE)--Citizens Financial Group, Inc. (NYSE: CFG) today announced a definitive agreement to purchase substantially all the assets of Matrix Capital ...
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