Financial Services Review: Weekly Brief

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Weekly Brief

Mar 5, 2026

Featured Vendors

David Goldstein, Director, Product, Fund ServicesLori Weston, Head of Compliance  
STP Investment Services delivers end to end investment operations, fund administration, and compliance services, enabling financial firms to consolidate vendors, improve reporting accuracy, streamline regulatory obligations, and gain centralized visibility across portfolios and operational workflows.  Read more
Vincent Lupo, COO  
TradeUP is an innovative online brokerage platform that empowers retail investors and institutional clients to trade U.S. stocks, ETFs options and more with advanced tools, real-time data and commission-free execution. It offers intuitive mobile, web, and desktop access to help investors trade confidently and efficiently.  Read more

Industry Contributors

By Luiz Gustavo Gava, Executive Director Collection, PicPay  
In recent times, our society has undergone a radical transformation, reshaping the way people communicate and consume.  Read more
By Linda Alescio, Head of Financial Planning Analysis and Enterprise Supply Management, Vanguard Australia  
Linda Alescio is a senior finance leader at Vanguard Australia, serving as Head of Financial Planning Analysis and Corporate Accounting.  Read more
By Arlene Cardie, Chief Operations Officer, PowerPay  
Arlene Cardie oversees companywide operations, policy development and cross-functional execution to support the company’s rapid growth.  Read more

Feature of the Week

Crypto IRAs merge traditional retirement accounts with digital assets, offering tax benefits and diversification. However, they involve risks like volatility and security concerns, making careful research essential.  Read more
Finance directorship services deliver flexible financial leadership, governance strength, insight, and stakeholder value.  Read more