Recognizing renewed global interest, Castine extends its CSA training to firms beginning their journey into commission management.
New Jersey-based financial software developer, Castine, recently announced that it is expanding its educational outreach with a three-part webinar series for brokers and asset managers at all stages of Commission Sharing Arrangement (“CSAs” or “Commission Management”) adoption.
The new webinar series, presented in partnership with Integrity Research Associates, reflects the growing momentum across markets to reengage with CSAs as strategic tools for funding investment research.
Recent regulatory reforms in the UK—and anticipated changes across the EU through 2026—are prompting asset management firms to revisit how they pay for and consume research. While CSA usage declined in Europe following MiFID II’s 2017 restrictions, the UK’s policy shift now affirms their value in improving research quality and investment outcomes. The EU is expected to follow suit, while the U.S. and other global markets have continued to embrace CSAs as standard practice.
Castine’s webinar series is designed to help firms navigate this evolving landscape, whether they’re exploring commission management for the first time or refining mature programs. The sessions include:
CSA101 – Introduction to CSAs
Foundational overview of commission management, MiFID II’s impact on research, and renewed global acceptance of CSAs.
CSA201 – Asset Manager Implementation
Practical guidance for UK-based and international managers on building compliant CSA programs and communicating their value to end-asset owners.
CSA301 – Broker Implementation
Focused on broker-side CSA execution, including agreements, reporting, and best practices for supporting asset manager clients.
This 3-part series features insights from Michael Mayhew, CEO of global research advisory firm Integrity Research Associates, and John McGough, Head of Global Business Development at Castine.
Sessions will be moderated by Robin Hodgkins, Castine’s President.
Webinar Dates:
• September 25
• October 9
• October 23
To register, contact: sales@CastineLLC.com
About Castine
Castine is a leading provider of CSA and research payment solutions, serving more than 500 asset managers and brokers, and over 2,000 research providers worldwide. The firm has offices in the United Kingdom, Europe, Argentina, and the United States.
Founded originally in 1982, Castine, LLC is a financial technology firm run by serial entrepreneur Robin Hodgkins. Prior to Castine, LLC, the firm’s principals worked for Cogent Consulting, the provider of industry leading broker vote and commission management systems. In 2009, Cogent sold these products to BNY Convergex, which are now owned and operated by SS&C/Eze Software.
Since Castine’s team completed the handoff of the products they sold to ConvergEx, Castine, LLC has developed and launched a wide range of web-based systems for the financial services sector, including for broker compensation, client profitability, commission management, research invoicing and payments, and compliance due diligence systems for the research firms, trading counterparties, and IT vendors employed by buy-side firms as well as CSA and trade reporting systems for the asset managers themselves.
Learn more about Castine at www.CastineLLC.com/Solutions
About Integrity Research
Integrity Research Associates, LLC is an advisory firm founded in 2003 to analyze the global investment research, alternative data, and investment technology industries. The firm follows over 4,000 research, data and investment technology firms in the U.S., Europe and Asia. Integrity’s principals have been widely quoted in The Wall Street Journal, The New York Times, Financial Times, Bloomberg, Institutional Investor, CNBC, Reuters and other major media.
Learn more about Integrity at https://www.integrity-research.com/
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