Weekly Brief
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Weekly Brief
Weekly Brief
Apr 30, 2026 
Featured Vendors
Tiffany Markarian, Managing Director and Founder
Advantus Marketing® helps financial advisors find their true message and stand out in a crowded marketplace. Drawing on decades of industry experience, the firm works closely with advisory teams to align strategy, operations, and client relationships, turning daily workflows into consistent, sustainable growth. Read more ‣
Blake Schaper, CEO and Founder
BrookHaven is an integrated wealth advisory serving business owners and high net worth families nationwide, coordinating tax strategy, legal planning, asset protection and investment management within one unified framework designed to preserve, grow and transfer wealth across generations. Read more ‣
Industry Contributors
By Thomas LAGRIFFOUL, Regional Director, Compliance APAC, Coface
Globalization is not vanishing—it is being rebuilt. For financial decision‑makers, this shift marks a fundamental re‑pricing of risk and geopolitical exposure. Read more ‣
By Elyn Chen, Global CFO, HCP Packaging USA, Inc
Digital strategy and enterprise development are twin engines of financial transformation. Read more ‣
By Linda Ward, EVP, Director of Digital & Marketing, Apple Bank
The key responsibilities of my team run the lifecycle of marketing and customer acquisition,
Read more ‣
Feature of the Week
Financial marketing consulting refines messaging, strengthens differentiation, ensures consistency, enhances digital presence, and builds trust to achieve strong competitive brand positioning. Read more ‣
Accounting automation improves accuracy by reducing errors, enabling real-time visibility, strengthening compliance and streamlining financial processes for reliable decision-making. Read more ‣
