AI 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.
Research Invoicing: Stop Revenue Slippage and 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.
MiFID II Research Unbundling: How the Listing Act Reshapes Research Payments
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
Why Sell-Side Research Still Matters – And How Leading Investment Teams Are Unlocking Its Full Potential with Castine RMS 2.0
Castine RMS 2.0 helps buy-side investment teams centralize and operationalize sell-side and independent research through a unified, AI-ready platform. With access to millions of searchable research documents from hundreds of providers, firms can reduce workflow fragmentation, improve research discoverability, enhance collaboration, and power next-generation AI-driven investment and research workflows.
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.
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.
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.
Navigating Margin Compression in 2026: Why Active Managers Need Smarter Tools – Not Bigger Bills
Deloitte, EY and S&P warn of relentless fee compression and rising cost pressure in 2026. Yet firms still overspend on legacy terminals while using only a fraction of features. Discover why active managers need a smarter, leaner research hub and how Castine RMS unlocks major savings and efficiency gains.