For the latest edition of "Show Me Your Stack," I spoke with Tony Blagrove, who, in 2023, founded Traveka Wealth, an independent RIA in the heart of Silicon Valley. He told me when it came to assembling the tech stack for his new venture, AI notetakers were at the top of his list. 

And he's not through experimenting, either.

Do you use these tools? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!