Alliant Insurance Services on Monday announced the launch of Retirement & Wealth at Alliant (RWA), a new business line it said was created to address the increasing convergence of retirement consulting and wealth management.
Alliant said that RWA will use affiliated entities to link institutional retirement plan relationships with individual wealth advisory services. Amit Dogra will lead RWA, joining Alliant as Managing Director and Executive Vice President of RWA.
Dogra has worked in the industry for over 25 years. Before joining Alliant, he was with tru Independence, where he served as President, Chief Operating Officer and Board Member for nearly four years, according to his LinkedIn profile.
Prior to that, his roles included Chief Experience Officer at Sanctuary Wealth, Partner at Third Seven Capital, CEO of Third Seven Advisors, and Managing Director - National Head of Relationship Management, Practice Management & Marketing at Hightower.
“The financial services industry has long treated retirement and wealth management separately, but we’re going to change that,” Dogra said in a press release announcing the appointment.
He added, “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 was developed around a partnership model that Alliant said stresses advisor alignment and the long-term growth of Alliant.
Alliant expects RWA to attract entrepreneurial-minded advisors who emphasize client experience, it said.
The firm said its existing Alliant Retirement Consulting business has $26 billion in assets under advisement.
“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,” the firm said.
“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,” according to David Osterhaus, Senior Executive Vice President, Strategic Growth at Alliant.
Osterhaus added, “Amit brings deep industry experience and a strong strategic vision as we continue expanding our capabilities in this space.”
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
