Latest news with #Castine
Yahoo
24-07-2025
- Business
- Yahoo
Castine Unveils Transformative RMS Upgrade, Redefining Research Management for Asset Managers
Incorporates 100 million New Data Elements to Revolutionize Financial Intelligence Access RIDGEWOOD, N.J., July 24, 2025--(BUSINESS WIRE)--Castine unveiled a major upgrade to its Research Management System, introducing reimagined functionality and the addition of over 100 million financial instrument data elements to its library. The current RMS system is used globally by asset managers to organize, tag, and extract value from both internally generated research as well as content received from hundreds of brokers and research providers. The system became part of Castine's offering following its recent acquisition of Paris-based ResearchPool. The RMS enhancements include an expanded central repository with full integration into Microsoft Office, enabling users to tag and catalog documents at the point of creation, significantly boosting the efficiency and accuracy of repository-wide searches. Personalized Intelligence at Scale Perhaps most revolutionary is the RMS's ability to reflect each user's unique research methodology, business rules and relationship network. Instead of requiring professionals to conform to rigid software structures, the RMS now adapts to their individual workflows, serving as a digital extension of their analytical process. The platform's newly introduced fund holdings views and interactive corporate hierarchy diagrams deliver unprecedented transparency into complex financial structures. Users can now seamlessly visualize end-to-end parent-subsidiary connections with intuitive clarity that reshapes the investment decision-making process. "We're moved beyond simply managing research, we're creating a living, breathing ecosystem where every datapoint contributes to a broader intelligence network," said Robin Hodgkins, President of Castine Consulting LLC. "With these new capabilities, and our expanded data library, Castine RMS is now positioned as the 'command center' for next-generation research operations." The development and rollout of the upgraded RMS were a collaborative effort across teams in France, Portugal, and Argentina. "This has been a true team achievement, showcasing the strengths of our long-standing group and the expanded capabilities we now offer as part of the Castine family," said Castine Director Pedro Fernandes, former President of ResearchPool who led the design and architecture of the RMS suite. The enhanced platform will be available to clients beginning September 1st. About Castine Castine is a global leader in commission management and research solutions, with over 30 years of experience supporting CSA and research programs. Castine serves more than 500 asset managers and brokers and 2000+ research provider. Offices in the United Kingdom, Europe, Argentina, and the United States. View source version on Contacts Robin HodgkinsPresident, Castine LLCrh@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
24-07-2025
- Business
- Business Wire
Castine Unveils Transformative RMS Upgrade, Redefining Research Management for Asset Managers
RIDGEWOOD, N.J.--(BUSINESS WIRE)--Castine unveiled a major upgrade to its Research Management System, introducing reimagined functionality and the addition of over 100 million financial instrument data elements to its library. 'We're creating a living, breathing ecosystem where every datapoint contributes to a broader intelligence network,' said Robin Hodgkins Share The current RMS system is used globally by asset managers to organize, tag, and extract value from both internally generated research as well as content received from hundreds of brokers and research providers. The system became part of Castine's offering following its recent acquisition of Paris-based ResearchPool. The RMS enhancements include an expanded central repository with full integration into Microsoft Office, enabling users to tag and catalog documents at the point of creation, significantly boosting the efficiency and accuracy of repository-wide searches. Personalized Intelligence at Scale Perhaps most revolutionary is the RMS's ability to reflect each user's unique research methodology, business rules and relationship network. Instead of requiring professionals to conform to rigid software structures, the RMS now adapts to their individual workflows, serving as a digital extension of their analytical process. The platform's newly introduced fund holdings views and interactive corporate hierarchy diagrams deliver unprecedented transparency into complex financial structures. Users can now seamlessly visualize end-to-end parent-subsidiary connections with intuitive clarity that reshapes the investment decision-making process. 'We're moved beyond simply managing research, we're creating a living, breathing ecosystem where every datapoint contributes to a broader intelligence network,' said Robin Hodgkins, President of Castine Consulting LLC. 'With these new capabilities, and our expanded data library, Castine RMS is now positioned as the 'command center' for next-generation research operations.' The development and rollout of the upgraded RMS were a collaborative effort across teams in France, Portugal, and Argentina. 'This has been a true team achievement, showcasing the strengths of our long-standing group and the expanded capabilities we now offer as part of the Castine family,' said Castine Director Pedro Fernandes, former President of ResearchPool who led the design and architecture of the RMS suite. The enhanced platform will be available to clients beginning September 1st. About Castine Castine is a global leader in commission management and research solutions, with over 30 years of experience supporting CSA and research programs. Castine serves more than 500 asset managers and brokers and 2000+ research provider. Offices in the United Kingdom, Europe, Argentina, and the United States.
Yahoo
09-07-2025
- Business
- Yahoo
CSA Webinar – Moving Forward with Payment Optionality in the UK
Robin Hodgkins and Steve Stone, Esq. to speak at Panmure Liberum Webinar July 15th RIDGEWOOD, N.J., July 09, 2025--(BUSINESS WIRE)--Robin Hodgkins, President of Castine Consulting, LLC, will be a featured speaker at an upcoming Panmure Liberum webinar focused on the evolving UK landscape for Commission Sharing Arrangements (CSAs) and the UK's new research payment optionality. Joining Mr. Hodgkins will be Steve Stone Esq., a leading securities attorney and partner at Morgan Lewis. The session will be hosted by Alex Cardell, Managing Director and Head of Client Relations at Panmure Liberum, one of the UK's premier investment banks. The webinar will explore how UK asset managers are adapting to recent regulatory developments, particularly the Financial Conduct Authority's (FCA) updated policy statements—PS24/9 (2024), PS25/4 (2025), and related guidance on COBS 18.1. These updates reintroduce commission sharing as a viable method for funding investment research, offering a flexible alternative to the complex MiFID II framework introduced in 2018. "This webinar is designed to ensure asset managers are fully informed about the latest UK policies and understand the strategic benefits of CSAs and payment optionality," said Robin Hodgkins, President of Castine. "The FCA's recent guidance provides a much-needed path forward, enabling client commissions to be used for research payments while encouraging broader access to high-quality research." Panmure Liberum is hosting the event as part of its broader initiative to educate clients and the UK asset management community on the advantages of CSAs and the new regulatory flexibility. Open to Institutional Investors. To attend, please email: InvestorRelations@ About Castine Castine LLC is a global leader in commission management solutions, with over 30 years of experience supporting soft dollar, CSA, MiFID II, and now the UK's new payment optionality programs. Castine serves more than 500 asset managers and brokers worldwide through its flagship C3 Suite, with offices in the United Kingdom, Europe, Argentina, and the United States. Learn more at: View source version on Contacts Robin HodgkinsPresident, Castine LLCrh@
Business Wire
09-07-2025
- Business
- Business Wire
CSA Webinar – Moving Forward with Payment Optionality in the UK
RIDGEWOOD, N.J.--(BUSINESS WIRE)--Robin Hodgkins, President of Castine Consulting, LLC, will be a featured speaker at an upcoming Panmure Liberum webinar focused on the evolving UK landscape for Commission Sharing Arrangements (CSAs) and the UK's new research payment optionality. "This webinar is designed to ensure asset managers are fully informed about the latest UK policies and understand the strategic benefits of CSAs and payment optionality,' said Robin Hodgkins, President of Castine. Share Joining Mr. Hodgkins will be Steve Stone Esq., a leading securities attorney and partner at Morgan Lewis. The session will be hosted by Alex Cardell, Managing Director and Head of Client Relations at Panmure Liberum, one of the UK's premier investment banks. The webinar will explore how UK asset managers are adapting to recent regulatory developments, particularly the Financial Conduct Authority's (FCA) updated policy statements—PS24/9 (2024), PS25/4 (2025), and related guidance on COBS 18.1. These updates reintroduce commission sharing as a viable method for funding investment research, offering a flexible alternative to the complex MiFID II framework introduced in 2018. 'This webinar is designed to ensure asset managers are fully informed about the latest UK policies and understand the strategic benefits of CSAs and payment optionality,' said Robin Hodgkins, President of Castine. 'The FCA's recent guidance provides a much-needed path forward, enabling client commissions to be used for research payments while encouraging broader access to high-quality research.' Panmure Liberum is hosting the event as part of its broader initiative to educate clients and the UK asset management community on the advantages of CSAs and the new regulatory flexibility. Open to Institutional Investors. To attend, please email: InvestorRelations@ About Castine Castine LLC is a global leader in commission management solutions, with over 30 years of experience supporting soft dollar, CSA, MiFID II, and now the UK's new payment optionality programs. Castine serves more than 500 asset managers and brokers worldwide through its flagship C3 Suite, with offices in the United Kingdom, Europe, Argentina, and the United States.
CBC
23-06-2025
- Politics
- CBC
How a coastal Maine town almost became part of Canada
Social Sharing When U.S. President Donald Trump started talking about annexing Canada to make it the 51st state, people in Castine, Maine, took notice. The town, after all, was twice occupied by Great Britain two centuries ago. The British wanted to carve out a new colony that would be part of British North America — in effect doing the opposite of what Trump has been musing about. "When I do walking tours, I jokingly tell people that this could have been Canada very easily," said Lisa Lutts, the recently retired executive director of the Castine Historical Society. "If the War of 1812, if the Treaty of Paris had been different, this would have been Canada. And I always joke and say, well, I would have had better health care. That's my joke, and people love it." Castine's history of occupation is visible in the historical markers and remnants of British forts that dot its small grid of streets overlooking Penobscot Bay. Kamala Harris beat Donald Trump here by 47 percentage points in the presidential election last fall, and the president's aggressive comments about Canada were deeply unpopular in Castine and nearby coastal communities. "This isn't how you treat your allies," said Pete O'Brien, a resident of nearby Rockland who was showing relatives from California the earthworks of Fort George, built by British troops in 1779. "We're about as close as it gets to you politically, culturally, geographically." Liam Riordan, a historian at the University of Maine at Orono and an expert on the revolutionary period, said Trump's rhetoric represents "a failure to understand the close ties and close relationships that we share." "I think in Maine, the reaction to that has really been one of being appalled and embarrassed." WATCH | 'I see us as a borderland': Occupied Maine then and now: The Maine town that almost became a Canadian border community 1 hour ago Duration 4:58 The British occupied eastern Maine twice. Americans who live there have thoughts on U.S. President Donald Trump's annexation talk. Castine's elevated geographical location at the tip of a peninsula on the eastern side of Penobscot Bay made it a strategic location for colonial powers fighting over North America. A newspaper correspondent referred to its capture in 1814 as "perhaps one of the most admirable military positions in the world." In the 1600s, present-day Castine was the western edge of the French colony of Acadia, with the British-held Massachusetts Bay Colony on the other side of the bay. France gave up all its North American territory in 1763, but when it backed the rebels in the American Revolution, the British seized Castine in case the French decided to take it back. A revolutionary fleet sailed to Castine to push out the British but failed miserably. "A lot of Americans have no idea about the Penobscot expedition and the battle that took place here, because we lost," Lutts said. "We remember the ones that we won." When the revolution ended and the British recognized U.S. independence, "any reasonable person during the treaty negotiations … would have said almost certainly the Penobscot River would be the border," Riordan said. But John Adams, one of the negotiators, pushed for the St. Croix River to be the border because he recognized how Castine would give the Americans better access to lucrative fish stocks and trade routes. Four hundred loyalists who had come to Castine during the Revolution to remain under the British Crown moved again, this time settling what would become Saint Andrews, N.B. Several even moved their houses there on boats and placed them on a street grid similar to Castine's, the reason the two towns resemble each other. Three decades later, during the War of 1812, the British returned to capture Castine again. The story goes that American troops at Fort Madison knew they were outnumbered, fired one perfunctory cannon shot for honour's sake and quickly fled. A local pastor, William Mason, grabbed a white table cloth from his dining room and headed down to the harbour to wave it as a signal of surrender. Castine was a boomtown under British occupation thanks to trade with other British ports such as Halifax and Saint John. "Business is brisk and speculators are daily flocking in from every quarter," the Hartford Courant reported in November 1814. "The war, or rather peace, with the British is becoming very popular here." But the treaty that ended the War of 1812 returned Castine to the U.S. again. Thousands of pounds collected by the British customs house in Castine remained with the British and was used by Nova Scotia's governor, Lord Dalhousie, to establish a college that later became Dalhousie University. "Another reason why we feel very close to Canada is that our money is up there at that university," Lutts joked. "They're not letting us in for free though. They should let Castiners in for free, don't you think?" The end of that war also marked the end of Castine changing hands, but the town's history remains a touchstone for residents to this day. "We understand ourselves by thinking about our relationship with the past," Riordan said. "And Castine really leans into this more than many other local towns." Some local residents aren't sure life would be that different here if history had taken a different turn. "If the Canadian border had been here, I don't think a lot would have changed, because when I look at Maine, I see us as a borderland between Canada and the United States anyway," O'Brien said. "I think there's also a lot of understanding and acceptance and appreciation of the Canadians down here as well. And so it would have just pushed all of that a little farther south, right?"
