Alliant Bets on Retirement-Wealth Convergence with New Advisory Platform
Irvine, Calif.-based Alliant Insurance Services announced today it has launched Retirement & Wealth at Alliant (RWA), a new line of business that will address the growing convergence of retirement consulting and wealth management by linking institutional retirement plan relationships with individual wealth advisory services through affiliated entities.
RWA will be led by Managing Director & Executive Vice President Amit Dogra, an industry veteran of more than 25 years who most recently served as president of RIA service provider Tru Independence. He is based in Philadelphia.
“As the retirement and wealth landscape continues to evolve, we see significant opportunity to build a more connected model that benefits both advisors and clients.”
Alliant’s David Osterhaus
“The financial services industry has long treated retirement and wealth management separately, but we’re going to change that,” said Dogra. “Clients want a more connected approach to managing their financial journey. By aligning the retirement and wealth businesses, consultants within Alliant Retirement Consulting and advisors affiliated with RWA will be better positioned to support individuals and institutions through every stage of need.”
Designed around a partnership model that emphasizes advisor alignment and participation in the long-term growth of Alliant, RWA expects to attract an entrepreneurial-minded advisor focused on optimized client experience. “If you are a retirement plan consultant who is looking for the freedom to grow your business, leverage innovative resources and take advantage of a strong referral network, Alliant is the place to do it,” said Dogra.
With more than $26 billion in assets under advisement, Alliant Retirement Consulting has established a significant presence in the retirement plan market. A press release today announcing the launch said RWA builds on that foundation by connecting retirement consulting relationships with broader wealth, asset, and cash-management capabilities, as well as AI and other technological and operational resources that support long-term growth.
“As the retirement and wealth landscape continues to evolve, we see significant opportunity to build a more connected model that benefits both advisors and clients,” said David Osterhaus, Senior Executive Vice President, Strategic Growth at Alliant. “Amit brings deep industry experience and a strong strategic vision as we continue expanding our capabilities in this space.”
Dogra’s résumé includes work with registered investment advisors, broker-dealers, family offices, and plan sponsors. He has held senior leadership roles across business development, operations, investment management, and practice management.
RWA is a business initiative that includes services provided through affiliated entities. Investment advisory services are offered through Alliant Retirement Services, LLC, an SEC-registered investment adviser, which is a separate legal entity from Alliant Insurance Services, Inc., although the entities are affiliated through common ownership.
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Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.