Contents Practice Management Fall 2023 COVER STORY 16 At the Core The adviser's essential role is to help clients meet their fiduciary obligations. FEATURE 20 A Need to Show Value How advisers can justify their fees and help sponsors find other ways to cut costs. ROUNDTABLE 26 The Talent Pipeline Creative ways to cultivate a new generation of advisers. MERGERS & ACQUISITIONS 30 Inside the Deal What can make a retirement and wealth M&A stick? FINANCIAL WELLNESS 32 Demand Performance With increasing costs, financial wellness programs should prove their worth. CASE SENSITIVE 34 Are They Legally Binding? Circuit courts are mixed on arbitration clauses in plan documents. COMPLIANCE ANALYSIS 36 The SEC on Cybersecurity Review your policies and procedures-it's a fiduciary duty. VIEWPOINTS 38 From Managing to Leading A look in the mirror can be a healthy 1st step in any transition. 39 Can You Predict Client Stress? How to gauge, and assuage, that 'fight or flight' response. Practice Management | Fall 2023 | planadviser.com 1 in every issue 2 Publisher's Note 4 Just the Facts 8 On the Move 12 Nuts & Bolts 40 End Paperhttp://www.planadviser.com