The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. The tool gives advisers advanced portfolio modeling and ...

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 ...

Carol M. Kopp edits features on a wide range of subjects for Investopedia, including investing, personal finance, retirement planning, taxes, business management, and career development. Michael Boyle ...

Financial decisions often involve many criteria. It can be difficult to choose among several options that differ according to multiple criteria, some of which favor each option. A decision matrix ...