In the News

Family Wealth Report published a feature interview with our founder and CEO, Rosemary Denney, on how RIAs, multi-family offices, and independent wealth firms are operating through an industry in transition.

Podcasts have become an effective way for financial advisors to educate, connect and strengthen their relationships with clients. Wealth Matters CEO Rosemary Denney shared how interest in podcasting continues to grow.

In her recent article for Family Wealth Report, Wealth Matters CEO Rosemary Denney shares practical steps that financial advisors can take to strengthen their marketing strategies in 2025.

Wealth Matters CEO Rosemary Denney was featured in Wealth Solutions Report discussing how wealth advisors can mitigate client attrition during mergers and acquisitions through effective communication.

While the stock market soared throughout the summer, investor worries returned this month, and the financial media turned to Wealth Matters Consulting clients for their expert insights.

With the labor market cooling and taking pressure off policymakers concerned with stubborn inflation, the financial media spoke with Wealth Matters Consulting clients for their expert insights.

In the financial sector, July proved to be an intriguing month, culminating in yet another rate hike. Wealth Matters Consulting clients were busy speaking to the media.

The website we designed for Trust Company of the South has achieved a significant milestone by winning the prestigious "Platinum Award" for Finance Websites at the 2023 dotCOMM Awards!

The recently released Financial Advisor Magazine 2023 RIA ranking has shed light on the challenges faced by RIA firms during a turbulent year in the markets.