Castine

Insights and news

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.

68 items

Audience
Is Your RMS Holding Back AI Performance? The RMS Reimagined by Castine

Insight

The RMS Reimagined – Castine RMS 2.0 as the AI Powerhouse Every Asset Manager Needs

Investment firms are drowning in data but starving for connected intelligence. Legacy RMS platforms can no longer unify fragmented research, internal knowledge, and AI workflows effectively. Castine RMS 2.0 transforms disconnected systems into a living, AI-ready Unified Source of Truth — accelerating research, improving AI reliability, uncovering hidden insights, and driving superior investment decisions.

  • Asset Managers
The Hidden Costs of Manual Trader Compensation: What Broker-Dealer CFOs Need to Know in 2026

Insight

The Hidden Costs of Manual Trader Compensation: What Broker-Dealer CFOs Need to Know in 2026

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.

  • Brokers and Research Providers
Castine Launches AI-Powered Tools Across Its Full Platform – a First for Commission Management

Insight

Castine Launches AI-Powered Tools Across Its Full Platform – A First for Commission Management

Castine has launched AI capabilities embedded across its commission management platform for brokers and asset managers. The AI enhances broker reviews, research analysis, and invoice processing, reducing manual work and errors. Built to support, not replace, professional judgment, the tools improve productivity, transparency, and decision-making across research, payments, and evaluation workflows.

  • Asset Managers
  • Brokers and Research Providers
Research Payments in 2026: A Trading‑Desk Playbook for the EU, UK, and US

Insight

Research Payments in 2026: A Trading‑Desk Playbook for the EU, UK, and US

Research-payment rules are diverging across major markets. While the UK has introduced flexible joint-payment models under FCA reforms, the EU is cautiously opening its regime through the Listing Act. For global asset managers, this shift brings trading desks back into the center of research funding, execution strategy, and broker-relationship decisions.

  • Asset Managers
Global CSA Outlook

Insight

Global CSA Outlook 2026 – Buy Side and Sell Side

The global CSA landscape in 2026 reflects growing alignment across the UK, EU, and U.S., reducing nearly a decade of fragmentation. Buy-side firms are adopting unified CSA frameworks to enhance governance, transparency, and efficiency, while sell-side brokers face strategic decisions on investing in CSA capabilities or risking competitive disadvantage.

  • Asset Managers
  • Brokers and Research Providers
Doug Leo - Research Invoicing and CSAs at Raymond James
ListenWatch

Podcast

Doug Leo - Research Invoicing and CSAs at Raymond James

In this conversation we meet Doug Leo, the Head of Commission Management at Raymond James. Doug's leadership at Raymond James has helped them grow to be a major player in commission management. At the same time, Doug is very involved in the invoicing for the research that Raymond James creates. Hundreds of clients require invoices for the research they consume, and Doug has expanded his remit to cover that as well. Our conversation covers Doug's award winning childhood (!) and his work at…

  • Brokers and Research Providers
What UK Heads of Trading & Dealing Teams Must Know About CSA Resurgence

Insight

What UK Heads of Trading & Dealing Teams Must Know About CSA Resurgence

The FCA marks a significant shift for UK buy-side trading desks, reopening the door to funding research through trading commissions after years of separation under MiFID II. With Commission Sharing Agreements once again permitted, Heads of Trading are being pulled back into decisions around research funding, broker engagement, and budget control. This change elevates trading’s role beyond execution, placing greater emphasis on governance, transparency, and commercial oversight. Firms that…

  • Asset Managers
How Castine’s RMS is Setting a New Industry Standard

Insight

How Castine’s RMS is Setting a New Industry Standard

As asset management grows more complex and data-driven, Castine LLC’s next-generation Research Management System (RMS) is redefining how investment teams operate. Enhanced by the 2025 acquisition of ResearchPool, Castine RMS centralizes research, data, and collaboration into a single, intelligent platform. With powerful data integration, flexible workflows, AI-driven insights, and seamless system connectivity, Castine RMS helps firms reduce silos, strengthen compliance, and turn research into…

  • Asset Managers
Castine announces the completion of its ISO 27001 certification

Insight

Castine announces the completion of its ISO 27001 certification

Castine announces the completion of its ISO 27001 certification, reinforcing its commitment to best practices in information security and data protection. This internationally recognized standard demonstrates Castine’s robust governance, risk management, and proactive approach to safeguarding client data against evolving cyber-security threats.

  • Asset Managers
  • Brokers and Research Providers

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