"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 ...

MIDDLETON, Mass., Dec. 12, 2023 /PRNewswire/ -- Quadrant Knowledge Solutions announced today that it has named TaskUs, Inc. (Nasdaq: TASK), a leading provider of outsourced digital services and ...

The Quadrant Knowledge Solutions SPARK Matrix™ provides competitive analysis & ranking of Financial Close Management (FCM) vendors. Trintech, with its comprehensive technology and customer experience ...

What should I know about this firm? Matrix Planning Inc is a national financial advisory firm headquartered in Santa Monica, CA. The firm has $118.4 million under management.The firm caters to 85 ...

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 ...

TULSA, Okla., Oct. 22, 2024 (GLOBE NEWSWIRE) -- Matrix Service Company (MTRX), a leading provider of engineering and construction services to the energy and industrial markets, announced today that it ...

The Quadrant Knowledge Solutions SPARK Matrix™ provides competitive analysis & ranking of the leading Financial Crime and Compliance (FCC) Operations Services vendors. TaskUs, with its comprehensive ...