RIABiz

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

vm_adminOctober 22, 2026

Brooke’s Note: Talk about symbiosis. And necessity as the mother of all invention. RIA rollups – sick of being called…

Fidelity unit warns of ‘massive outages across major Fidelity platforms,’ in new lawsuit, unless Broadcom walks backs threat to terminate software subscription without price spike | RIABiz

vm_adminNovember 18, 2025

Fidelity Technology Group is suing and seeking an injunction against the Palo Alto software maker in a festering contract dispute…

Broadcom

Fidelity unit warns of ‘massive outages across major Fidelity platforms,’ in new lawsuit, unless Broadcom walks backs threat to terminate software subscription without price spike | RIABiz

vm_adminNovember 18, 2025

By Brooke Southall Publication Date: 2025-11-18 03:57:00 Fidelity Technology Group is suing and seeking an injunction against the multinational software…