Matrix U is an education program that provides tools and resources for advisers to compete and grow their retirement plan business in an open-architecture provider, according to a news release from ...

The program is broken down into three highlight points. First, businesses that qualify and are selected to work with Matrix Group gain access to a funding manager that is contractually obligated to ...

Marcus realized CEOs of start-up and midsize businesses were often too busy to understand how to get the funding they need for their business. That’s when he launched his CFO Integrator Program, where ...