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Investments & Wealth Review - Number 01, 2026

Legacy Solutions Rush to Adopt/Adapt

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The rapid rise of artificial intelligence (AI) has fueled concerns about a “SaaS apocalypse,” with fears that legacy software providers may soon become obsolete. This article presents a contrasting perspective through an expert discussion with executives from FMG and Vestmark. It explains how leading legacy providers are actively integrating AI into their platforms, making it a native capability that enhances functionality and deepens client relationships. Rather than signaling decline, AI is enabling these firms to evolve and strengthen their value propositions. Readers will gain insight into how AI is transforming existing software solutions and why the competitive landscape may favor those who adapt effectively.
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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.