We come across hundreds of interesting people and firms in the different projects that we undertake in the C3 space and we thought others would be as fascinated as we are with them. This podcast introduces us to business leaders, entrepreneurs, and businesses around the globe who have special interest in commission management (aka CSAs and soft dollars), broker/producer compensation, research services, and compliance. Each person is unique in their background and offers their advice on getting started and how their business operates and grows. We hope you enjoy it! Castine LLC is a solutions provider to C3 space (Commission Management, Compensation, and Compliance). We have offices in the United States, Argentina, and England. Our solutions are cloud-based and are used by institutional and retail brokers, investment managers, research providers, and hedge funds worldwide.
Coldstream Wealth Managment
Seward & Kissel LLP
Stathis Partners, LLC.
RIAcast LLC
WISE (Women In Subsea Engineering)
For Advisors
Lifeworks Advisors
InvestmentNews
Momentum Media
The Avida Team
Michael Tory
OBJECTWAY
Terrance J. O'Malley
CWB Wealth Management
Doug Heikkinen
InvestorCOM Inc.
Netwealth Investments Limited
Broc Buckles and Peter Ciravolo
tru Independence
BNY Mellon's Pershing
Voice from the Hills
McGuireWoods
Asset TV
Stathis Partners, LLC
Rosemont
BluespringWealthPartners
29Bison
Scott Hanson
Citywire
genmfo
Laura Gregg and David Partain
Laura Gregg and David Partain
Dynasty Financial Partners
Aberdeen Standard Investments
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
FAI Wealth Management
Financial Planning
Nigel Baker
Mark Bruno
John Carvalho
Mourant
Darryl Bates-Brownsword
Mark Bruno
Investment Consulting
XY Media
Euromoney
WE ARE GUERNSEY
Financial Planning
Keebeck Wealth Management
WealthManagement.Com
Cavendishware
Oyster Consulting
BRICKSTONE AFRICA
Adviser 2.0
womenworkinginwealth
CGI - Global Wealth and Capital Markets
Dan Doran
Paul Hastings LLP
SUBRATA BISWAS
YourStake, Gabe Rissman
Chris Davies
Dimensional Fund Advisors
Bridging The Gap
Farella Braun + Martel LLP
Precepts
Patrick Stroth
Mammoth
Mindy Diamond - Financial Advisor Recruiter and Consultant
CFA Society Saskatchewan
The Farwell Group at Scotia Wealth Management
Stathis Partners, LLC.
7 Mile Advisors
Professional Planner
Mindy Diamond - Financial Advisor Recruiter and Consultant
Michael Kitces
Antonino Blancato
Charles Schwab
NJ Staffing Podcast
Monica Szakos Cramer, CFF
Doug Fritz
Seth Block, CPA
Mindy Diamond - Financial Advisor Recruiter and Consultant
NeuGroup
UBS advisor podcasts
Paladin Advisors Capital
Clay Christensen's Forum for Growth and Innovation at Harvard Business Scho
Jersey Finance
Barron's Advisor
Adrian McIntyre | PHX.fm
Hank Multala
Truelytics
Laura Gregg and David Partain
SLA Financial Solutions
financialdna
financialdna
Adviser Gap
Ryan Fernandez