Weekly Brief
×Be first to read the latest tech news, Industry Leader's Insights, and CIO interviews of medium and large enterprises exclusively from Financial Services Review
Financial Services Review: Weekly Brief
News Letter Subscription
Weekly Brief
Weekly Brief
Thursday, March 12,2026 
Featured Vendors
Samantha Scheumann, Owner
Tax Management provides personalized tax and financial support for individuals and small businesses, offering accounting, bookkeeping, payroll, and tax planning services tailored to each client’s needs. The firm works year-round to simplify financial processes, clarify compliance, and help clients manage their financial responsibilities with confidence. Read more ‣
Brett Story, Co-Founder
Britehorn Partners is a FINRA-registered broker-dealer and independent compliance platform built by investment bankers for investment bankers. Designed around the deal lifecycle, it enables M&A advisors and placement agents to execute transactions efficiently, stay compliant nationwide, and keep momentum where it matters most. Read more ‣
Industry Contributors
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 ‣
By Paul Thivierge, Director, Insurance Distribution Banking, BMO Commercial Bank
The last several years have brought an unprecedented level of disruption to the insurance distribution marketplace.
Read more ‣
By Hiba Yazbeck, Head of Finance and Accounting, MAHLE
Feature of the Week
Wealth advisors are embracing holistic planning, digital innovation, and ethical standards to meet evolving client expectations and build long-term value in a competitive financial advisory environment.
Read more ‣
Institutional AI investment solutions enhance decision-making, portfolio optimization, risk management, and governance through advanced analytics, automation, and adaptive intelligence frameworks.
Read more ‣
