Insights

The Future of Investment Research: Building the Intelligence Layer for Human and AI Investors
Investment research has never been more abundant, yet valuable insights remain fragmented across disconnected systems. Castine’s Research Management System (RMS) unifies external investment research with internal knowledge into a single intelligent platform, enabling AI-powered discovery, stronger collaboration, and better-informed investment decisions by transforming fragmented information into connected, continuously enriched investment intelligence.

Stop Revenue Slippage. Capture the Full Value of Research.
Spinnaker helps research brokers eliminate revenue slippage by automating invoicing, capturing billable activity, improving reconciliation, and delivering globally consistent processes that protect and optimize the full value of research.

Bundled Research Payments Are Back: How the Listing Act Is Reshaping MiFID II Research Unbundling
Europe’s Listing Act marks a major shift in MiFID II research funding by reintroducing bundled research payments across all issuers. While preserving transparency and governance requirements, the reform increases operational complexity. Asset managers must now focus on scalable infrastructure, robust controls, and effective commission management to implement flexible funding models