Wednesday, February 11th, 2026 A topical newsletter from PLANADVISER This week’s Spotlight series considers aspects of the convergence of retirement and wealth management practices. Deals & People Cerity Partners to Merge with Verus to Expand Investment Capabilities The combined firm will have $1.3 trillion in assets and aim to serve a broader range of institutions. multimedia Can the Convergence of Retirement and Wealth Management Truly Serve Participants Industry leaders debate the pros and cons of retirement and wealth management convergence, what the business model should look like and how to address the potential for conflicts of interest. 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 PE Drives Multiple Advisory M&A Records in 2025 Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices. Data & Research Banks, Credit Unions Growing Advisory Practices Research found that 71% of banks and 76% of credit unions reported repurposing branches as advisory hubs. Data & Research Advisory Teams Report Higher Growth, Assets Than Solo Practices Team-based wealth management practices also reported more succession planning than solo practices, according to a Cerulli report. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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