Friday, November 21st, 2025 A topical newsletter from PLANADVISER This month’s special coverage examines best practices for managing advisers, adopting workplace technology and preparing the next generation of leaders. In Practice Succession Planning Beyond the C-Suite Advisers discuss how they are identifying and developing future leaders across departments. In Practice Next-Gen Advisory Leaders Focus More, Wear Fewer ‘Hats’ Gary Wagner, president of the Carnegie Investment Counsel, shared his thoughts on the need for specialization by advisers. In Practice Turning Family Bonds Into Advisory Firm Continuity Parents and children who work in the same retirement plan practice find strength in numbers. In Practice National Practices, Local Advisers Centralized support teams and regional advisory offices are finding ways to balance best practices with customized workflows. 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. In Practice Do Advisers Ignore AI at Their Peril? Strategic Retirement Partners CEO Jeff Cullen talks about how to use the technology in plan practices. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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