Alliant Unveils Retirement & Wealth Side

Alliant Insurance Services 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 and Executive Vice President Amit Dogra.

“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.”

RWA builds on Alliant Retirement Consulting 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 of Strategic Growth at Alliant. “Amit brings deep industry experience and a strong strategic vision as we continue expanding our capabilities in this space.”