Investments & Wealth Review - Number 01, 2026

Apocalypse? Or Renaissance? AI and the Advisor

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Artificial intelligence is quickly shifting from experimentation to infrastructure across wealth management. Investments & Wealth Review takes a 360-degree look at how AI is reshaping the advisor profession, from daily workflows to portfolio construction and firm strategy. 

 

Inside This Issue

  • Impact of AI on the Wealth Management Industry

  • Legacy Solutions Rush to Adopt/Adapt

  • Iron Manager: Making AI Core to the Investment Process 

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About Investments & Wealth Review

Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.