castine Insights

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.

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.

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.