WealthStack

Our human technology columnist does his best to keep up with the latest generative AI now available (or soon will be) to advisors.

Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.

The proprietary model can read and restate documents and hold both short- and long-term memories of previous client actions.

Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.

The combined firm will have 100 employees and be headed by F2 founder Doug Fritz.

A new board, independent of TIFIN, has been created.