Friday, February 27th, 2026 A topical newsletter from PLANADVISER Artificial Intelligence As artificial intelligence continues to disrupt the retirement advisory space, firms are integrating AI-driven information and navigating technological, ethical and practical concerns. In Practice Why Data Security Is a ‘Shared Responsibility’ for Advisers Artificial intelligence raises the stakes in the ongoing responsibility to monitor data access and review third-party vendors. Data & Research Advisers Using AI, by the Numbers While 87% of surveyed advisers said they planned to use artificial intelligence-powered tools in the following 12 months, accuracy remained a major concern. In Practice Past the Bots: How to Implement AI for Efficiency Now that generative artificial intelligence tools have been widely implemented in retirement planning, experts suggest advisers turn to embedded AI to ramp up efficiency. AI: From ‘in the Loop’ to in Control Artificial intelligence’s rapid advancement presents ongoing occasions for financial advisers to assess its ethical use and best practices. In Practice How Advisers Can Improve AI Prompts The effectiveness of artificial intelligence often depends on the quality of one’s prompts and following proper guidelines. Opinions How AI Is Changing Fund Management Artificial intelligence is impacting all facets of advisers’ work, right down to the explanations they share with clients. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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