Forbes: A Golden Age for Advice: Rethinking What It Means to Serve Generational Wealth
Over the next two decades, the role of the wealth advisor will undergo a significant transformation, and I’m not talking about artificial intelligence.
Barron’s: McKiernan Says “Market Still Has Upside from Tax Bill, Deregulation, and Fed Cuts”
Stocks have roared back to near all-time highs, shrugging off concerns about President Donald Trump’s tariffs and what appears to be a rapidly weakening labor market.
Barron's: Frank McKiernan on 10 Lessons From My First 10 Years in Private Wealth Management
Over the last 10 years, I’ve had the privilege of walking alongside individuals and families as they navigate the unique complexities that accompany significant wealth.
Accounting Today: The New Path to Wealth Creation for CPAs
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms.