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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

By Oisín Breen · RIABiz ·

With a new Nevis contract, Focus CEO Adam Biernbaum concluded he was buying a process, not a product, because applying 'pre-designed AI capabilities onto existing processes' is a losing game.

Summary as published by RIABiz
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