contents November -December 2020 cover story 14 Value Judgment How to best assess an advisory firm's worth for a merger or an acquisition. research 18 2020 PLANADVISER Practice Benchmarking Survey A Frame of Reference: Boosting your industry acumen with the help of peers. departments 26 winners' circle Retirement-Plus For these versatile past Advisers of the Year, the plan is just the beginning. 30 practice management Client Onboarding How advisers can be sure to deliver all that new partners expect. 32 servicing strategies Expanding Plan Access The opportunities for advisers, in pooled employer plans. 34 investment-oriented Sequence of Return Risk There's more participants should understand than just cutting back on equities. 38 ERISA vista The DOL's Latest Proposed PTE How advisers who only do rollovers would avoid prohibited transactions. 39 compliance consult Are You a QPAM? The nuances of a qualified professional asset manager's role. planadviser.com November-December 2020 | 1 in every issue 2 publisher's note 4 data points 6 compliance news 10 trends 40 advisers giving backhttp://www.planadviser.com