contents November -December 2021 / Practice Management Issue COVER STORY 18 A Shift in the Tech Landscape The pandemic forces advisers to rethink their business models and integrate technology. DIVERSITY 24 Strength in Diversity The business case for building a heterogeneous workforce. SUCCESSION PLANNING 30 Future Faces What to consider when creating a succession plan. CULTURE 34 A Workforce in Flux Adviser and client retention strategies in light of the Great Resignation. COMPENSATION 36 Fee Models Are Shifting How advisers choose to be paid is evolving with their business. ERISA VISTA 38 Nonenforcement Policies Some of the DOL's prohibited transaction exemptions apply now. COMPLIANCE CONSULT 39 'Window' of Opportunity Brokerage accounts open up possibilities for service- but also for PTs. in every issue 4 publisher's note 6 data points 8 compliance news 12 trends 40 Q&A 2 | planadviser.com November-December 2021http://www.planadviser.com