John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference in Las Vegas. They discuss whether RIAs should use AI for notetaking, highlighting The Oasis Group’s detailed research and evaluation process of eight different AI notetaking platforms, which will be published in a research study by The Oasis Group later this month, April 2025.
