Financial Services Review: Weekly Brief

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Weekly Brief

Thursday, September 10,2026

Featured Vendors

CRG: Partner-led M&A with Sector Expertise
Diego Saito, Founding Partner  
CRG is an independent financial advisory firm specializing in Brazil’s major mergers and acquisitions. CRG offers deep sector-specific expertise and ensures senior-partner involvement and total alignment with client interests throughout the entire lifecycle of complex transactions.  Read more ‣
Dixon Davis: Building a Retirement Worth Living
Mark Lotocky, CPA, CFP  
Dixon Davis is an advice-only financial planning firm focused on retirement. It helps clients navigate complex financial decisions through personalized planning, scenario modeling and ongoing guidance. Rather than managing investments or selling financial products, it acts as a thought partner, aligning retirement strategies with clients’ goals, priorities and long-term financial security.  Read more ‣

Industry Contributors

The First of Many Lessons from FTX
By Blue Macellari, Head of Digital Assets Strategy - Global Trading, T. Rowe Price [NASDAQ: TROW]  
As the ripple effects of the collapse of offshore crypto exchange FTX continue to unfold, there will be many lessons to be learned by those engaged with this nascent asset class in any capacity – retail investors, market makers.  Read more ‣
The Importance of Risk Culture in Financial Institutions
By Gus Ortega, Senior Vice President, Risk Management, Voya Financial  
Risk culture may have different meanings to different organizations.  Read more ‣
Managing Risk Central to the CISO's Role
By Kevin Gowen, Chief Information Security Officer, Synovus  
Kevin Gowen serves as Chief Information Security Officer for Synovus and is responsible for information and cyber security, physical security, business continuity, fraud, and financial crimes.  Read more ‣

Feature of the Week

Exploring the Link Between Tax Relief and Growth
Tax relief is vital for economic growth, addressing income inequality, and advancing public policy goals. However, thoughtful reform to ensure a balanced and equitable tax system is necessary.  Read more ‣
The Evolution of Wealth Management Advisory Roles
Financial wealth management advisors leverage technology, personalized strategies, and sustainable investing to navigate challenges, enhance client trust, and seize global opportunities for long-term, multi-generational financial growth.  Read more ‣
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