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News And podcastS

The German Perspective on Research and CSAs, with Rudolf Sieble

Latest Podcast:
Rudolf Siebel and Robin Hodgkins - A German Perspective on Research and CSAs

July 22, 2025 – Rudolf Siebel shares expert insights on European investment regulation, data strategy, and market evolution, offering a compelling perspective on the future of asset management.

Bomsi Billimoria - EvoXvantage Supercharging Change

Castine Conversation:
Castine's Team Discusses Key Takeaways from Unbundling Uncovered NYC 2026

June 17, 2026 – Castine’s experts share key takeaways from Unbundling Uncovered 2026, discussing global CSA trends, UK market developments, and the growing impact of AI on research, operations, and investment management.

Global CSA Trends and Insights with Aaron Walter & Steve

Castine Conversation: Global CSA Trends and Insights with Aaron Walter & Steve Stone

June 02, 2026 – Aaron Walter and Steve Stone discuss global CSA developments, UK payment optionality, adoption challenges, regulatory considerations, market readiness, and timelines for broader implementation.

Castine Adds 300+ Research Providers to RMS 2.0 Platform

Press Release:
Castine Adds 300+ Research Providers to RMS 2.0 Platform

May 20, 2026 – Castine Consulting LLC and worldflow UK LLP partnered to add 300+ research providers to RMS 2.0, expanding AI-powered, permission-based access to over 3 million searchable research documents for asset managers worldwide.

Castine podcast with Brijesh Malkan

Castine Conversation: Brijesh Malkan of Singletrack on Markets and CSAs

March 11, 2026 – Brijesh Malkan, CEO of Singletrack, discusses his journey, AI in capital markets, and the evolving role of CSAs in the UK and global financial ecosystems

Castine Conversation: Exploring Research Invoicing and Commission Management at Raymond James

January 15, 2026 – Understanding the details involved in invoicing for one’s research and CSA developments in the UK with Raymond James’s Doug Leo.

Castine Conversation: Where UK Asset Managers Stand with CSAs

October 20, 2025 – Deep dive with Caroline Bayman and Chris Newson on what their consulting is surfacing about asset managers re: CSAs

Castine Conversation:
CSAs as a Growth Opportunity

Sept 3, 2025 – Robin Hodgkins and Hester White discuss how CSAs can be a growth opportunity for brokers

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