6FEBRUARY 2026Editor's NoteDisciplined Innovation in Financial ServicesCapital markets infrastructure, regulatory accountability, and disciplined advisory models are transforming the way financial institutions operate in volatile environments. This edition of Aerospace and Defense Review examines how platform ownership, compliance rigor, and fiduciary discipline are redefining performance across trading, digital assets, and wealth management.Leading this issue, TradeUP is recognized as the Top Advanced Trading Platform 2026. Unlike many fintech brokerages, TradeUP built its clearing operations, trading systems, and risk controls in-house before developing its retail interface. Its self-clearing model, disciplined risk culture, and unified technology architecture enable end-to-end control across retail, institutional, and correspondent clearing services. By combining institutional-grade infrastructure with an intuitive trading experience, TradeUP delivers operational resilience under real market volatility.In the digital assets space, Count On Sheep earns distinction as the Top Crypto Tax Management Service of 2026. The firm specializes in Digital Asset Reconciliation, tracing blockchain transactions across wallets and exchanges to deliver CPA-ready, IRS-compliant reporting. Its forensic approach reduces compliance risk while identifying legitimate tax optimization opportunities. Meanwhile, SCHUTTE FINANCIAL, named Top Registered Investment Advisor 2026, reinforces fiduciary discipline through transparent, fee-based advisory services. By aligning investment strategy strictly with client interests and integrating tax-efficient technology within a structured fiduciary framework, the firm prioritizes long-term stewardship over transactional incentives.Executive insights further contextualize these themes. Jacqueline Breslauer, Executive Vice President and Chief Audit Executive at Valley Bank, highlights emerging risks including social media volatility, AI governance, and liquidity pressures, underscoring the role of modern internal audit as a strategic partner within the Three Lines of Defense model. Aura Rebelo, CEO of Fully Ecosystem at Prudential International Insurance, emphasizes the necessity of integrated digital ecosystems to enhance engagement and strengthen enterprise-wide strategy.Collectively, these organizations reflect a sector advancing through infrastructure ownership, compliance precision, and disciplined innovation. As financial complexity increases, durable systems and accountable leadership will define sustained success. Readers are encouraged to explore the full features shaping this evolving landscape.Copyright © 2026 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Managing EditorJeff RodriguezEditorial StaffAaron Pierce Ava Garcia Joshua ParkerPearl JohnsonVisualizersRobert Gray SmithKevin Parker *Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staffEmail:sales@financialservicesreview.comeditor@financialservicesreview.commarketing@financialservicesreview.com FEBRUARY 2026, Vol 07 - 04 (ISSN 2835-9771) ValleyMedia, Inc. To subscribe to Financial Services ReviewVisit www.financialservicesreview.com Jeff RodriguezManaging Editoreditor@financialservicesreview.com
< Page 5 | Page 7 >