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August 9, 2022

Podcast: Compensation Management 201 for Wealth Managers

Hosted by Tom Smith, Castine Consulting’s EVP of Sales, and featuring Mirador’s Expert Services Associate, Suzanne Mick Stafford, they discuss specific use cases and the benefits clients receive by leveraging Castine’s Commissioner, their powerful compensation management system.

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August 2, 2022

Podcast: Compensation Management 101 for Wealth Managers

Castine Consulting’s EVP of Sales, Tom Smith, hosted Mirador’s Founder and CEO, Joseph Larizza, to discuss how the combination of Castine’s best-in-tech solution and Mirador’s exceptional service deliver huge benefits for advisors.

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July 26, 2022

Solutions for the Modern Family Office Webinar

Listen in on the latest installment of the “Solutions for the Modern Family Office” series, where Jamie McLaughlin and his esteemed panel of guests evaluate the technological advances being made in wealth management.

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June 28, 2022

Family Office Accounting: Making Best of Breed Easy

Mirador hosts experts from KnowLedger and Strategic Accounting Outsource Solutions for an insightful discussion on the options available for family office accounting.

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June 13, 2022

Tax Loss Harvesting for Private Investments Part 3: Getting Stuck – The Embedded & Highest Cost of Private Investing  

Implementing a private investment portfolio management strategy focused on addressing “getting stuck” is the first step in reducing this risk.

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