Analysis, news, and podcasts from the Castine team, on the market it works in every day: commission management, CSA services, research payments, and trader compensation.
TopicCompensation and PerformanceClear
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Spreadsheets remain widely used for trader compensation, but their flexibility creates significant operational risk. Formula errors, broken links, version drift, undocumented overrides, and weak audit trails can lead to inaccurate payouts, reporting discrepancies, and costly restatements. CFOs need compensation processes that combine flexibility with stronger controls, transparency, reconciliation, and auditability.
Manual, spreadsheet-driven trader compensation creates hidden costs, errors, delays, disputes, and poor visibility, that erode margins and frustrate teams. In 2026, CFOs need automated, flexible systems delivering real-time insights, auditability, and accurate payouts. Modern platforms transform compensation from an operational burden into a strategic tool for performance, transparency, and profitability.
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's…
In this podcast we meet Joe Larizza, the Founder and CEO of 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. Building on a foundation of client support honed from his experience on Wall Street, Joe has built a team of over 160 people and has expanded Mirador to other locations around the country. One of the areas of…
Record Growth in Q1/2022 for Castine’s C3 Platform for Brokers.
Castine announces Tudor, Pickering, Holt & Co. as new client for its Commissioner compensation system.
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