https://riabiz.com https://riabiz.com/a/2026/10/23/vanguard-is-fulfilling-salim-ramjis-may-1-promised-renewal-of-flagship-platinum-tier-service-after-it-eroded-and-hes-willing-to-count-non-vanguard-funds-against-the-1-million-minimum-for-the-first-time RIABiz en 2026-10-23T01:52:13.759000+00:00 Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time https://riabiz.com/a/2026/10/22/an-amazon-intern-in-2020-nevis-ceo-mark-swan-is-the-unlikely-dream-weaver-for-focus-financial-and-other-big-ria-rollups-with-nightmare-integration-issues-with-help-from-schwab-fidelity-openai-and-anthropic RIABiz en 2026-10-22T02:50:14.953000+00:00 An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and Anthropic