Wednesday, November 12th, 2025 A topical newsletter from PLANADVISER Cybersecurity and Data Protection This week’s Spotlight series considers issues in cybersecurity and data protection in financial services. SPONSORED AD In Practice Do Advisers Ignore AI at Their Peril? Strategic Retirement Partners’ Jeff Cullen talks about how to use the technology in plan practices, during a PLANADVISER 360 Conference fireside chat. In Practice How to Train Your AI ‘Coworker’ OneDigital’s AI-powered consultant, ‘Ben,’ is not just surfacing knowledge about employee benefits, but a collaborative equal to team members. Compliance What Can the SEC Do With AI? The Securities and Exchange Commission’s AI task force could provide the agency a ‘technology augmentation,’ according to a former SEC counsel. Data & Research RIAs Lead Financial Advisers in AI Tool Use Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis. Compliance Guideline Accused of Corporate Espionage by Human Interest Sharing trade secrets and other proprietary data are among the allegations made against Guideline and two former HI employees. Data & Research Almost All Organizations Hit by Digital Attacks Believe It Was Preventable A survey found that 92% of security decisionmakers who came under cyberattack in the last year believe that better security could have prevented those incidents. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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