Page 23 - Investment Advisor - November 2023

Executive Leadership

online Prudential Stages for Retirement to help individuals envi- deliver M&A advisory services as the rapid-paced evolution of
sion their ideal retirement, and benchmark their retirement readi- the wealth and asset management space was only intensifying.
ness with a personalized confidence score. The firm has committed Since its founding, the firm has advised on more than 40 transac-
resources to advisors who practice holistic planning, such as its tions for clients worth $1 billion or more, including 10 transac-
referrals and leads program and access to consulting for practice tions over the last 12 months. To ensure that its top-tier clients
building. Prudential has also devoted resources to diverse teams of continue to receive the best advice and to position the firm to
advisors to facilitate growth of their gross dealer concession. serve clients on par with national firms, Republic Capital has
added three partners with extensive wealth management M&A
Consulting Firms and consulting experience.

Alliance 160 Corporate rIAs
Alliance 160 is committed to bridg-
ing industry and market divides by sanctuary Wealth
building connections and acting as a consultant to product sponsors Sanctuary Wealth bolstered
with expert solutions. In consultation with product sponsors, the management in the last year
firm created a new structure for perpetual-life investment products with a new chief executive and new chief investment and
that is compatible with the needs and interests of different advisors chief financial officers. It also rolled out Haven, a compre-
at IBDs and RIAs. Not long after Alliance 160 introduced perpetual- hensive intranet platform that provides advisors with an
life products to the two channels, product sponsors previously intuitive way to access all the firm’s tools and resources and
without access to retail markets reported improved ability to con- share best practices with their peers. Sanctuary expanded its
nect with advisors and the qualified purchasers they serve. insurance tools by entering a partnership with Global Wealth
Financial, and partnered with financial technology company
republic Capital Group Pontera to enable its advisors to manage, trade, and bill on
Early on in its history, Republic their client’s held-away assets across all accounts for better
Capital recognized a need to client retirement outcomes.

November 2023 Investment AdvIsor 21