Alliant Insurance Services launched a new line of business to address what the firm sees as a growing convergence of retirement consulting and wealth management.
Retirement & Wealth at Alliant is designed to link institutional retirement plan relationships with individual wealth advisory services through affiliated entities.
RWA will be led by Amit Dogra, managing director and executive vice president. Dogra has 25 years of experience. He has worked with registered investment advisors, broker-dealers, family offices and plan sponsors. Dorga has held senior leadership roles across business development, operations, investment management and practice management.
Irvine, California-based Alliant Insurance Services provides risk management, insurance, employee benefits, underwriting and consumer services.
Topics California Alliant
Was this article valuable?
Here are more articles you may enjoy.
Endless Shrimp Deal Was Scheme to Squeeze Red Lobster, Suit Says 
Virginia’s New Gun Laws Challenged by Some Local Prosecutors and Lawsuits 
‘Ghost Broker’ Who Procured 1,120 Policies Through Fraud Arrested 
A Super Yacht Armada Came to Miami, Leaving a Marine Graveyard in Its Wake 
