PLANADVISER - November/December 2021 - 15

talking points
Worst States for Retirees
Americans 65 and older in these 9 states and Washington, D.C.,
are least positioned to retire
% of Americans With Retirement Income, by Place of Residence*
ON THE MOVE
➜ Newport Group will
merge with Ascensus.
The acquisition will
expand the solutions and
expertise that Ascensus
provides to its clients and
adviser partners.
New Jersey 61%
New York 58%
Nevada 57%
California 54%
Massachusetts 58%
Rhode Island 60%
Connecticut 60%
District of Columbia 60%
Georgia 55%
Hawaii 64%
➜ Jeff Hutson has
returned to Relational
Gravity as a principal
consultant, after 15 years
as chief communication
officer at the Indiana
Public Retirement
System.
*Rating considers poverty, homeownership and mortgage status, housing cost burdens and retirement
income using 2019 U.S. Census Bureau data for people ages 65 and up. Retirement income
percentages do not include Social Security.
Source: MagnifyMoney, by LendingTree
➜ The Wagner Law
Group announced that
attorney Zachary Meth
has joined its Los Angeles
office as an associate.
Advisers' Marketing Trends
* Advisers' average annual marketing spend
is now $16,090, up from $12,939 last year.
* Advisers with a defined marketing strategy
onboarded more than twice as many clients
in the past 12 months as did those without one.
* Advisers under age 45 devote 70% of their
marketing spend to new client acquisition,
compared with 57% for advisers over 55.
Source: Broadridge Financial Solutions, 2021 adviser marketing survey
➜ Lockton will team up
with Creative Planning.
The new partnership
will be named Lockton
Retirement Services,
an Offering of Creative
Planning.
➜ Former Aon
executive Bill Ryan has
joined NEPC LLC as a
partner and head of
defined contribution
solutions, helping to
enhance plan design.
➜ T. Rowe Price
Group Inc. has made
an agreement to
purchase alternative
credit manager Oak Hill
Advisors (OHA).
planadviser.com November-December 2021 | 15
➜

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PLANADVISER - November/December 2021

Table of Contents for the Digital Edition of PLANADVISER - November/December 2021

A Shift in the Tech Landscape
Strength in Diversity
Future Faces
A Workforce in Flux
Fee Models Are Shifting
Nonenforcement Policies
‘Window’ of Opportunity
PLANADVISER - November/December 2021 - Cover1
PLANADVISER - November/December 2021 - Cover2
PLANADVISER - November/December 2021 - 1
PLANADVISER - November/December 2021 - 2
PLANADVISER - November/December 2021 - 3
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PLANADVISER - November/December 2021 - 15
PLANADVISER - November/December 2021 - 16
PLANADVISER - November/December 2021 - 17
PLANADVISER - November/December 2021 - A Shift in the Tech Landscape
PLANADVISER - November/December 2021 - 19
PLANADVISER - November/December 2021 - 20
PLANADVISER - November/December 2021 - 21
PLANADVISER - November/December 2021 - 22
PLANADVISER - November/December 2021 - 23
PLANADVISER - November/December 2021 - Strength in Diversity
PLANADVISER - November/December 2021 - 25
PLANADVISER - November/December 2021 - 26
PLANADVISER - November/December 2021 - 27
PLANADVISER - November/December 2021 - 28
PLANADVISER - November/December 2021 - 29
PLANADVISER - November/December 2021 - Future Faces
PLANADVISER - November/December 2021 - 31
PLANADVISER - November/December 2021 - 32
PLANADVISER - November/December 2021 - 33
PLANADVISER - November/December 2021 - A Workforce in Flux
PLANADVISER - November/December 2021 - 35
PLANADVISER - November/December 2021 - Fee Models Are Shifting
PLANADVISER - November/December 2021 - 37
PLANADVISER - November/December 2021 - Nonenforcement Policies
PLANADVISER - November/December 2021 - ‘Window’ of Opportunity
PLANADVISER - November/December 2021 - 40
PLANADVISER - November/December 2021 - Cover3
PLANADVISER - November/December 2021 - Cover4
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