Wednesday, February 25th, 2026 A topical newsletter from PLANADVISER This week’s Spotlight series considers aspects of participant service. Data & Research Gen Z, Millennials Share Need for Financial Advice As their finances become more complex, college students and Millennials alike increasingly see financial strategies as an important part of overall well-being. Data & Research Building Adviser Confidence With Charity Planning About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw other business benefits. In Practice How Advisers Can Help Clients Deal With Financial Stressors Personalizing communication and reframing financial issues help advisers reach overwhelmed clients. Data & Research ‘Hyper-Personalized’ AI Tools Could Add $405M in Retirement AUA by 2034 New research from Accenture suggests recordkeepers integrating artificial intelligence with behavioral economics will drive better participant outcomes. Data & Research 1 in 4 Small, Midsize Business Owners Met With Financial Advisers Last Year A Nationwide survey found small and midsize entrepreneurs could be a growing audience for advisers’ support. Data & Research Employees, Employers Disclose Major Gaps in Retirement Awareness While plan sponsors overestimated participant preparedness, advisers can help ensure that those two groups are on the same page. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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