Wednesday, May 13th, 2026 A topical newsletter from PLANADVISER This week’s Spotlight looks at aspects of retirement and wealth convergence. SPONSORED AD Data & Research Insurance Beneficiaries Desire Financial Guidance Most surveyed life insurance beneficiaries expressed interest in holistic financial planning, but they did not receive communication from experts.  Data & Research How Advisers Can Strategize for the Great Wealth Transfer With 43% of advisers worrying they will not retain assets when a client’s spouse inherits, Natixis IM highlighted the need for asset retention strategies. Data & Research Women Are Gaining Wealth—But Many Lack Support From Financial Specialists Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking. Data & Research More Women Enter Wealth Management but Underrepresentation Remains Women are increasingly taking roles in wealth management, but tend to lag in firm ownership, revenue generation and long-term leadership, according to data from Fintrx. Data & Research BlackRock Trends Report Points to More Retirement Income, Participant Communication Defined contribution plans are taking a few strategies from the pension playbook, according to BlackRock. In Practice Entering the Era of Hyper-Personalization Artificial intelligence is turning the advisory goal of scalable, individualized financial planning into a reality. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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