New Resources and Services For Endowments, Foundations, and Pensions
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Acquisition Expands Mirador’s RIA Service Offerings with Institutional Consulting and M&A Services, and Extends Reach into the Wealth Management Market
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Mirador Now has Client Service Personnel on the Ground
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Chooses Jacksonville, Florida for New Office Location
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Published in the 2022 WealthManagement.com Midyear Outlook
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Those that made the 2022 Inc. 5000 list have not only been beacons of success within their industries but have shown resiliency during the Covid-19 epidemic, along with supply and labor shortages.
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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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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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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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Implementing a private investment portfolio management strategy focused on addressing “getting stuck” is the first step in reducing this risk.
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