News, Comment & Analysis results for Mirador

M and A
April 2, 2024

iCapital Agrees To Buy Mirador, Raises Data, Reporting Game

Having established itself for more than a decade as a fintech platform focused on alternative

Investment Strategies
April 24, 2023

Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

M and A
April 3, 2023

Summary Of North American Wealth Management M&A – February 2023

A number of M&A deals were consummated or started in February. One significant deal was the private

Wealth Strategies
March 3, 2023

Hidden Cash In Portfolio Hampers Returns: Where Do You Find It? – Part 1

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

M and A
February 9, 2023

Mirador Completes Fusion Financial Partners Acquisition

The announcement adds to a number of acquisitions that have been completed early this year.

New Products
November 17, 2022

UBS Rolls Out New UHNW Consolidated Assets, Liabilities View

The bank, working with Addepar and Mirador, has launched a way for UHNW clients to see assets and

M and A
August 2, 2022

US Wealth Business Buys Connecticut-based Johnson Brunetti

The story also points to continuing M&A in Connecticut, also part of a busy trend of such

New Office
April 26, 2022

Mirador Expands Connecticut Presence

The firm, which has offices in Darien, Connecticut, Chicago, Illinois, Jacksonville, Florida, Salt

Awards
June 17, 2021

Family Wealth Report Awards Innovation Spotlight Magazine

The publication carries interviews with a range of firms following the FWR awards.

Awards
November 26, 2019

EXCLUSIVE: Shortlist For Family Wealth Report Awards 2020

Here's the shortlist of potential winners of the FWR awards, due to be announced next year.

Comment & Analysis results for Mirador

Client Affairs
February 14, 2019

A Real Differentiator: Getting Client Reporting Right - Mirador

As part of a series of articles about client reporting and the ways it is changing, this

Technology
January 29, 2019

How Tech Drives Wealth Management Change - Mirador Interview

As part of a series of articles about how tech drives wealth management, this publication recently