In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. Clive Riddle, Pedro Fernandes, Tom Smith, and Robin Hodgkins represent teams from our UK, EU, and USA groups and provide their insights on where the CSA market is headed in the United Kingdom as well as other points brought up in the conference. The opinions made are solely those of the Castine members and do not represent any spe...
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In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. Clive Riddle, Pedro Fernandes, Tom Smith, and Robin Hodgkins represent teams from our UK, EU, and USA groups and provide their insights on where the CSA market is headed in the United Kingdom as well as other points brought up in the conference. The opinions made are solely those of the Castine members and do not represent any spe...
Suzanne Mick Stafford - Expert Services Associate at Mirador on Compensation Management 201 for Wealth Managers
Castine Conversations
28 minutes
3 years ago
Suzanne Mick Stafford - Expert Services Associate at Mirador on Compensation Management 201 for Wealth Managers
In this podcast we meet Suzanne Mick Stafford, Expert Services Associate at Mirador, LLC. Mirador was founded in 2015 and has grown to be a leader in providing outsourced CTO services and third-party solutions to brokers, high net worth individuals, wealth management firms, endowments, and foundations. This episode is an extension on an earlier conversation with Joe Larizza, Mirador's CEO on Compensation Management 101 for Wealth Managers. In this "201" conversation, Tom Smith, ...
Castine Conversations
In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. Clive Riddle, Pedro Fernandes, Tom Smith, and Robin Hodgkins represent teams from our UK, EU, and USA groups and provide their insights on where the CSA market is headed in the United Kingdom as well as other points brought up in the conference. The opinions made are solely those of the Castine members and do not represent any spe...
