https://riabiz.com 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 https://riabiz.com/a/2026/10/21/rick-wurster-says-schwab-is-tackling-its-forced-rationing-of-longshort-smas-with-proprietary-offering-to-stretch-balance-sheet-but-it-may-be-more-about-a-fee-upside-a-longshort-manager-says RIABiz en 2026-10-21T01:11:57.225000+00:00 Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager says