Name: Frank McKiernan: Treat Retail Clients as if They’re Institutions
Uploaded: 2026-02-05T16:00:00Z
Duration: 19 min 30 s
Description: “I've just never seen a difference,” says the co-founder of Third View Private Wealth. “To me, a client is a client. They deserve to be treated the best, no matter who they are or what they are.”

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“We don’t see technology undermining our existence, we see technology helping us,” says Max Hollein, the CEO of the Metropolitan Museum of Art.

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This CEO Runs One of the Biggest Museums in the World

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Steve Quirk, chief brokerage officer at Robinhood, breaks down the value of tokenizing stocks in different markets.

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The Carson Wealth managing director and wealth advisor says his decision to partner with the firm was driven by the need for increased capacity for holistic services and a clear succession plan for his retiring father.

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Landing Founders as Clients Requires Patience and Hard Work

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The capture of Venezuela’s Nicolás Maduro and Middle East tensions are reshaping oil supply expectations. The U.S. is intervening in energy markets in decades-unseen ways. Experts break down what’s next for oil, gas and energy stocks.

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For the first time in decades, U.S. power demand is rising - driven by AI data centers, EVs and electrification. Utility and clean-energy stocks are climbing, but costly buildouts threaten affordability. We explore what’s next for the power trade.

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The Gold Rush in Electricity

Will Nvidia and other technology companies keep powering the stock market in 2026? We'll speak with two veteran money managers about their views on tech and their favorite stocks for the coming year.

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Finding Bargains in a Pricey Market

Explore what could go right for investors, and what could go wrong, in a year that will see the AI trade evolve, the Fed's leadership change, and global competition for resources increase in this 2026 Outlook.

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Meeting the Challenge

Stocks are expensive, risks abound, and AI is about to change the world. Other than that, building a calamity-proof retirement portfolio should be a cinch. Tune in as two veteran money managers size up the markets and share their investment ideas.

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“I've just never seen a difference,” says the co-founder of Third View Private Wealth. “To me, a client is a client. They deserve to be treated the best, no matter who they are or what they are.”

https://m.wsj.net/video/20260205/401abb97-d930-438a-8a82-36e58b19a0e5/1/hls/manifest-hd-wifi.m3u8

Frank McKiernan: Treat Retail Clients as if They’re Institutions

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