Matrix Financial Solutions: News & Events

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For the 4th consecutive year, Matrix ranked first among all distribution firms that submit mutual fund transactions through DTCC’s Defined Contribution Clearance & Settlement service (DCC&S).


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News & Events: Events

March 12-14	*ABA Wealth Management* San Diego, CA Booth Number: 104
March 26-28	*Wealth Management and Trust* Fort Worth, TX Booth Number: 14
April 24-26	*Accutrust Conference* Tucson, AZ
May 7-9	*MOKAN* Overland Park, KS
May 7-9	*Innovest* Carmel, CA
May 13-15	*HWA International* Memphis, TN
May 13-15	*Metavante* Milwaukee, WI
August 24-27	Matrix “Get Connected” Conference Keystone, CO